Forms drift
Requests get faxed, emailed, scanned, renamed, resent, and checked by hand.
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.
Sample patient / Implant consult
Confirmed records team and preferred fax line.
Procedure context, request form, return details.
Matched to case and ready for coordinator review.
Office confirmed receipt and expects provider review within two business days. Follow-up is tracked for the coordinator.
The problem
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.
Requests get faxed, emailed, scanned, renamed, resent, and checked by hand.
Teams spend time confirming who has the request, what is missing, and when to call again.
Surgery readiness becomes harder to see when clearance status lives outside one clear workflow.
Practice systems are asked to support handoffs that often happen beyond their core product.
How it works
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.
A practice or platform workflow creates a structured clearance request.
Calls, faxes, documents, and follow-ups are tracked around one clearance status.
The platform receives organized summaries, status updates, and next-step context.
Dental software ecosystems
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.
Responsible by design
Joining early access only requires business contact details, not patient information.
The product organizes and summarizes workflow context; it does not replace provider judgment.
Security, access controls, and compliance details will be shared with qualified teams during onboarding.
Thinking out loud
We will publish practical observations on hidden admin work, status gaps, and what better dental software handoffs could look like.
Draft
Draft
Draft
Partner waitlist
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.