CareStack Dental Software Integration: Connect Marketing to Production

CareStack dental software brings scheduling, charting, billing, and reporting into one cloud platform. ConvertLens adds the marketing view, so you can see which calls, forms, and ad campaigns turn into booked appointments and production in CareStack.

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What Is CareStack Dental Software?

CareStack is a cloud-based dental practice management system (PMS) for single offices, specialty practices, dental groups, and DSOs. Teams use it for multi-location scheduling, charting and treatment planning, claims and payments, and a patient portal with online forms and booking.

CareStack is known for its reporting. Provider and location scorecards, trend analysis, and dashboards show production, collections, and staff performance across offices. Higher-tier plans add AI tools for clinical notes, perio charting, and X-ray analysis. CareStack also offers API access for approved developers.

CareStack Dental Software

Where ConvertLens Fits

CareStack's reports show what happened inside the practice. What they aren't built to show is which Google ad, Facebook campaign, or referral source produced each new patient. ConvertLens fills that gap by joining marketing and call data with practice outcomes.

What ConvertLens uses from CareStack

ConvertLens focuses on the data that links a lead to an outcome: appointment status, new patient records, and production tied to a visit, by location. That data is matched against calls, forms, chats, and ad clicks from your websites, ad accounts, and phone systems.

How the connection is Setup, Step by Step

Like most CareStack integrations, the connection runs through CareStack's API. The specific fields, sync frequency, and any write-back are confirmed for your organization during onboarding.

CareStack Dental Software

Confirm your CareStack account, number of locations, and API access.

The ConvertLens integration team configures and tests the connection with your team.

Appointments, new patients, and production are set up for sync by location.

Incoming leads are matched to patient records and their original campaigns.

ConvertLens figures are checked against CareStack reports before the dashboard goes live.

ConvertLens vs. CareStack Reporting

CareStack dental software offers detailed operational and financial reporting. convertlens adds attribution across every marketing channel.

Need CareStack ConvertLens
Scheduling, charting, claims, and billing Yes No
Provider and location scorecards Yes Uses CareStack production for attribution
Reminders, forms, and reputation tools Yes Lead follow-up and conversion tracking
Cross-channel marketing attribution Not primary focus Yes
Call tracking and AI receptionist Through VoiceStack and partners Yes, including Eva
← Swipe to explore all columns →
CareStack Dental Software

What CareStack Practices Can Do With ConvertLens

  • Track leads from paid search, paid social, organic, and referral sources
  • Tie each lead to booked and kept appointments in CareStack
  • Compare marketing ROI by campaign, location, and region
  • Review call conversions and missed opportunities
  • Pair CareStack's operational scorecards with marketing scorecards

Seamless Integration with All Major PMS & CRM Tools

ConvertLens syncs effortlessly with all leading PMS, CRM, and
analytics platforms for a unified data view.

Practice management system integration screenshot
Practice management system integration screenshot
Practice management system integration screenshot
Practice management system integration screenshot
Practice management system integration screenshot
Practice management system integration screenshot
Practice management system integration screenshot
Practice management system integration screenshot
Ad campaign tracking illustration
Ad campaign tracking illustration

Crafted for Unmatched Practice Growth

Discover why practices of all sizes trust ConvertLens to streamline their operations and elevate their growth.

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Boosting My Practice with Remedo

Remedo has truly transformed my online presence and practice. With their invaluable support, I've witnessed significant improvements in my website visibility and search rankings. Their expertise has helped me attract and connect with more patients, leading to remarkable growth in my practice

South Shore Dental Care

Holbrook, MA

South Shore Dental practice photo
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Expert Support Driving Patient Growth

The growth manager support is really helpful. Having an expert at hand who can breakdown the jargon into a step-by-step plan helped my practice reach more patients. I've seen a noticeable increase in patient footfall

Precious Smiles

Camp Hill, Pennsylvania

Precious Smiles Dental practice photo
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Excellent Support & Personalized Service

Working with Remedo for our Google My Business and website needs at Infinite Smiles Paediatric Dentistry has been a great experience. The team's approachability, especially Shalu’s dedication during our weekly meetings, has been invaluable. They truly listen, understand our needs, and provide personalized support. Their commitment sets them apart—keep up the great work!

Infinite Smiles Paediatric Dentistry

Solon, Ohio

ConvertLens conversion tracking illustration
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Highly Professional & Dedicated Team

Remedo is the most professional group I have worked with. Their attention to detail, responsiveness, and commitment to excellence are truly commendable. The team takes the time to understand our needs and provides tailored solutions with great efficiency. Their personalized support and expertise make them stand out. Highly recommend their services!

SoFlo Dentistry

Miami, FL

SoFlo Dental practice photo
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Unlock Growth with Remedo's All-in-One Solution

All aspects of my online presence, from website design to Google Business are now managed by Remedo. I've seen a clear increase in patient leads. I highly recommend Remedo to any healthcare provider looking to grow their practice

West Point Medical Center

Fontana, California

Dr. Atul, dental practice owner, headshot

Security and Patient Data Handling

ConvertLens accesses only what attribution requires, such as appointments and production, not full clinical records. Data moves over an encrypted connection, and BAA and HIPAA details are confirmed with each organization.

Get More From Your CareStack Data

Want to know which campaigns fill your CareStack schedule? Book a ConvertLens demo to review your setup, confirm compatibility, and see the reporting available for your practice or group. DSOs can also explore our DSO software page, and growing groups can see multi-location dental analytics.

Get in Touch
with Us

Have questions or need assistance? Contact us today to connect with our team. We're here to help with inquiries, support, and customization.

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