Product updates
What we've shipped.
Reminder and abandoned emails
Automated invite reminders and abandoned signup emails now help bring prospects back to complete their membership signup
Bulk Plan Swap (Price Change) tracker
Practices can now easily track Bulk Plan Swaps, review affected members and cancel scheduled changes when details need correcting.
New Scorecard
Integrated a new credit bureau scorecard with richer credit data, enabling a 2–3% uplift in approval rates
Redesigned Member Details page
We’ve redesigned the Member Details page with a clearer tabbed layout, making it easier for practices to find key information, reduce scrolling, and manage members with confidence.
Application Status Improvements
Help practices understand whether the next step is with the patient or Tabeo
Improved way to search and filter Plan Members
We’ve redesigned the member table to make it faster and easier for practices to find, filter and manage their members in Tabeo.
Pay in 3
Split treatment costs into 3 equal instalments
New signup flow
A new consumer grade Plans signup flow, making it faster and easier for patients to choose a plan, enter their details and complete their membership
AI Support Voice
Successfully created an end-to-end voice proof of concept, to answer and book, edit and cancel appointments within a PMS.
Dentally API integration
Embedding Tabeo data directly into Dentally without the need of an extension.
Sanitise member names during signup
Reducing error rates and improving signup flow conversion.
In-House Treatment Types
Control which treatments to assess for in-house finance
Schedule future plan swaps
Schedule the changing of plans (e.g. from a child plan to an adult plan) for individual members.
50% Deflection Rate
Scaled from 5% to 50% traffic; achieving 50.6% ticket deflection with guardrails, escalation logic, and daily QA review.
Lead Detection & Knowledge Base
10 user stories shipped including lead detection with opportunity scoring, spam filtering, contact extraction, and 50 Q&As built for the knowledge base.
New Frontend Library
Foundation work that will improve the UX over the long term.
Command Center Live
Analytics, inbox, knowledge base, agent config pages, and A/B testing (StatSig) all built; engineering metrics dashboard and prompt injection protection test suite implemented.
APS Signup Flow
Improved consistency for how members payments are processed.
Invite without email
Invite prospective members without requiring an email address.
Bulk transfer enhancements
Bulk transfers now automatically split group payers into individual memberships for a smoother onboarding experience.
Self-serve claims management
View and remove claimed treatments and perks directly from the member record.
Support Bot
Your very own AI assisted support bot to free up desk time.
Email Digest - Finance Tracker
Weekly email digest on your finance pipeline
Dentally PMS Integration - Payments
Auto-book Card transactions to eliminate manual entry
Member activity timeline improvements
Filter activity by account or payment events and quickly understand member status at a glance.
Dentally integration
View plan information and invite patients to plans without leaving Dentally.
Payment status notifications
Improved payment status visibility with clearer activity history and visibility of member communications.
Dentally PMS Integration - Links
Send Finance links to patients without leaving your PMS
Bulk plan price changes
Update plan pricing for multiple members at once with automated communications and compliance controls.
Authentication Framework
Authentication framework in progress with admin panel design locked down for beta; internal HubSpot testing strategy defined with 30% missed call rate opportunity identified
Open Banking Improvements
Income checks through Open Banking improved by 40%
Command Centre
Manage your inbox of leads in one central place.