Every client, every PMS, one screen.
Stop juggling logins. Stop swapping between tabs. Every practice you touch — regardless of which PMS it runs — unified into one beautifully benchmarked view.
Trusted by 40+ firms · 600+ practice locations · iOS + Android app · White-label & BAA available
Agency Dashboard
Your entire portfolio, beautifully benchmarked.
Sortable, filterable, exportable. Sortable by what matters this week, exportable to whatever your firm reports on next quarter.
Portfolio view across every practice
Cross-practice benchmarking, anonymized
Role-based access for partners & analysts
Your dashboard. Your clients.
TeamCare tags every account with consulting assignments — territory managers, account managers, specialists, whoever owns the relationship. When your team logs in, the noise of the entire firm disappears and they see exactly the practices they're responsible for.
My clients by default
Login lands you on the practices assigned to you — not the firm-wide firehose. Flip to "Entire Firm" or a colleague's book in one click.
Multi-advisor coverage
Tag territory managers, account managers, and specialists on the same practice. Everyone sees their relationships without stepping on each other.
One-click offboarding
When someone leaves or changes roles, transfer their entire book to a new consultant in a single action. Continuity preserved.
The app your consultants will actually use.
Not a stripped-down summary view. The full Agency Dashboard on your phone. Built for consultants who live on the road and don't want to crack open a laptop to answer a "how are we doing?" text.
iOS + Android, full feature parity
Real-time push alerts on every KPI
Same login, same data, no compromises
Approve configs and respond on the go
We speak every dialect of dental data.
Mixed-PMS portfolios get unified into a single schema. Compare a Dentrix practice and an Open Dental practice on the same row of the same report. No reconciliation. No manual mapping.
Keep exploring
The other reasons firms switch
See your portfolio on TeamCare.
We'll walk through the Agency Dashboard, your firm's economics, and a rollout plan for your first cohort of practices.