Partnership Synergy Leverage the Doctible partnership to offer bundled patient engagement and PracticeTek platform capabilities to retail-healthcare practices. Propose co-marketing, integrated workflows, and joint sales motions to shorten time-to-value and boost patient retention.

Integrated Platform Growth The Ora Dental acquisition and IPS merger create a reinforced, end-to-end platform across EHR, practice management, and payments. Target Ora Dental and IPS customers for migration to PracticeTek's broader suite, offering migration support and single-vendor efficiency.

Enterprise Scale Opportunity With mid-market, multi-location clinics in dentistry, orthodontics, chiropractic, optometry, and dermatology, there's a clear path for enterprise deployments. Develop multi-site licensing, centralized administration, and cross-specialty packages to win larger, multi-site deals.

Leadership Driven Innovation New leadership signals an accelerated roadmap for modernization and on-demand care. Position opportunities around new features, specialty expansions, and geographic growth; propose product demonstrations and collaborative roadmap sessions with buyers.

AI Powered Operations Capitalize on the tech stack including AI-ready tools like Amazon Lex and analytics with Tableau to pitch AI-driven patient engagement, scheduling, triage, and recall campaigns, paired with dashboards to optimize staffing and patient flow; cross-sell with Doctible for enhanced outcomes.