Partner-first app layer for dental software platforms

Coordinate dental clearances without replacing your software.

Clearance Relay is a pre-launch workflow layer for dental PMS, CRM, and patient engagement ecosystems. It helps software teams bring structure to the medical clearance requests, calls, faxes, PDFs, summaries, and follow-ups that practices still manage by hand.

Built for partner channels No patient info needed to join Practice proof accounts welcome
Surgical clearance

Sample patient / Implant consult

Follow-up due
01
Mia called physician office

Confirmed records team and preferred fax line.

Complete
02
Clearance packet sent

Procedure context, request form, return details.

Delivered
03
Records received

Matched to case and ready for coordinator review.

Review
Call recap

Office confirmed receipt and expects provider review within two business days. Follow-up is tracked for the coordinator.

The problem

Clearance requests still move through calls, faxes, inboxes, and memory.

Practices feel the pain first, but software platforms own the workflow opportunity. A small clearance process can create a surprising amount of administrative drag when status, ownership, documents, and next steps are scattered.

Forms drift

Requests get faxed, emailed, scanned, renamed, resent, and checked by hand.

Follow-up piles up

Teams spend time confirming who has the request, what is missing, and when to call again.

Scheduling slows

Surgery readiness becomes harder to see when clearance status lives outside one clear workflow.

Software gets stretched

Practice systems are asked to support handoffs that often happen beyond their core product.

How it works

A partner-ready relay for clearance requests.

The goal is simple: give dental software companies an app-layer workflow that makes clearance work visible, assigned, and ready for review without forcing practices into a separate operating system.

01 / Initiate

A practice or platform workflow creates a structured clearance request.

02 / Coordinate

Calls, faxes, documents, and follow-ups are tracked around one clearance status.

03 / Update

The platform receives organized summaries, status updates, and next-step context.

Dental software ecosystems

Built for the companies that already power dental teams.

We are designing Clearance Relay for platform, product, partnership, and integration teams that want to extend their existing workflows into surgical clearance coordination.

Clearance Relay is an independent pre-launch product and is not affiliated with, endorsed by, or sponsored by any dental software vendor.

Practice management systemsPrimary
Patient engagement platformsStrong fit
Surgical coordination toolsWorkflow layer
Practice proof accountsValidation

Responsible by design

Designed for the realities of dental administration.

No PHI for waitlist

Joining early access only requires business contact details, not patient information.

Human review stays central

The product organizes and summarizes workflow context; it does not replace provider judgment.

Launch-stage limits

Security, access controls, and compliance details will be shared with qualified teams during onboarding.

Thinking out loud

Short notes on clearance workflows before we launch.

We will publish practical observations on hidden admin work, status gaps, and what better dental software handoffs could look like.

Why medical clearance creates hidden admin work

Draft

The status problem inside dental clearance requests

Draft

What dental software teams should know about clearance workflows

Draft

Partner waitlist

Help shape the clearance layer dental software is missing.

We are inviting dental software teams, integration partners, DSO operators, and select specialty practices to preview Clearance Relay before launch.

Clearance Relay is currently in development and is not making clinical decisions, replacing provider judgment, or guaranteeing regulatory compliance.

I am interested in
Add optional context

No patient information needed. We will only use this to follow up about Clearance Relay partner conversations and early access.