Your firm, live in days — not quarters.
Self-install, auto-invites, full pipeline visibility — so you can focus on coaching, not onboarding.
Most platforms hand you the API docs and wish you luck.
Every consultant has been burned by it. The demo went great. The contract got signed. Then six weeks later you're still chasing IT credentials at three practices, half your clients haven't installed anything, and the rollout plan you sold has quietly become a rollout problem.
The data takes forever. The team doesn't get trained. The numbers don't tie out. You stop pitching the platform to new clients because the install pipeline is buried.
This is the part of dental SaaS nobody talks about. We do.
Five steps. Mostly automated. Live in days.
Add the client in 30 seconds
Click "+Add Install" in your dashboard. Fill out the modal: practice name, primary contact, PMS type. Add your consultants who need dashboard access. Done. The client is in your pipeline.
TeamCare invites the practice for you
The system auto-sends a branded invitation to the practice's primary contact. Weekly Wednesday reminders if they haven't responded — up to five nudges. You don't write the email. You don't chase the follow-up. We handle the outreach so you can sign the next client.
Pipeline visibility, every step
Every install is tracked on your Installations board. Invitation Pending → Connecting → Syncing → Data Review → Live. You always know exactly where each client is — no "did they install it yet?" emails to your team.
Managed data quality control
Once data starts syncing, our QC team reviews every client before go-live. Schema validation. Metric reconciliation. Edge-case flagging. You get a "data review approved" notification — and you know the numbers are right before you ever present them to a client.
Practice team activates automatically
When QC passes, practice managers get auto-invited to their dashboards. Your client's team is live without you sending another email. The advisor walks into the first meeting; the team is already inside the product.
Every client, every step, one screen.
The Installations Board lives in your TeamCare dashboard. Every client install is a card. Every card moves through five columns as it progresses. You see what's pending, what's stuck, and what's about to go live — all in one view.
Installations Board preview — live product screenshot coming soon.
You sign clients. We get them live.
Most platforms hand you the API docs and a CSM Slack channel and wish you luck. TeamCare runs the install pipeline. Handles the outreach. Validates the data. Activates the team. The advisor's job is to advise — not to be an unpaid implementation manager.
Auto-invitation sequencing
Most platforms require you to write the email and chase the follow-up. TeamCare handles outreach end-to-end.
Managed data QC
Most platforms publish data as-is, errors and all. We review every client before go-live.
Auto-team activation
Most platforms require you to manually invite practice staff one by one. We invite the team automatically.
We run all three.
Days, not quarters. Here's the honest version.
| Stage | Typical time |
|---|---|
| Invitation sent → accepted | 1–3 days |
| Connection → first sync | Same day, usually hours |
| First sync → data review approved | 1–2 days |
| Approved → practice team activated | Same day |
| Total: signed contract to live dashboards | 3–7 days for most practices |
Larger or multi-location practices can take longer for full sync. We tell you what to expect; we don't pretend everything is instant.
Two minutes. Real product. Real install.
Want the full step-by-step? Read the public knowledge base article
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.