Resources
Practical guidance
for primary care.
Insights, guides, and reference material to support how your practice operates — from payments and finance to plans and team operations.
Product Updates
Vendor-editable direct debit datee Title
We've given vendors the ability to change a member's direct debit date, making it easier to manage member payments.
Dentally Integration Improvements
Send Pay in 3 links and payments to your terminal reader without leaving Dentally.
New UX for plans and clinicians
We've redesigned how plans and clinicians are viewed and managed, making it easier for practices to find the information they need.
Editable Dentally ID
We've added the ability to manually edit a member's Dentally ID in the Tabeo app, making it easier for practices to correct records when automatic sync doesn't work.
In-House Direct Selection Updates
Offer in-house payment plans upfront only, without it being assessed in Prime/Near-Prime applications
Cooling off Period Changes
Updates to cooling off period processes, so you can book your patients in quicker
Improved Member Details page
We've improved the Member Details page, making it easier for practices to manage and update member information.
Booking link in welcome emails
We've added practices' online booking links to welcome emails, making it easier for new patients to complete their journey and book their first appointment.
Pricing Engine
Power flexible, scalable pricing across products and practice segments.
Reminder and abandoned emails
Automated invite reminders and abandoned signup emails now help bring prospects back to complete their membership signup