How does CaseLift work?
CaseLift runs your patient follow-up with two engines. The Hygiene Engine automatically syncs your overdue patients from your PMS and follows up until they rebook. The Treatment Engine records each treatment consult, identifies the objection, and follows up on every unscheduled plan until the patient is ready to move forward. When they are, a CaseLift coordinator transfers them live to your team to schedule and confirm next steps.
What's the difference between the Hygiene Engine and the Treatment Engine?
They solve two different problems. The Hygiene Engine fills your hygiene chairs by bringing overdue patients back, with no recording required. The Treatment Engine closes your high-value cases by recording each consult and following up on unscheduled treatment plans. Run whichever one is bleeding, or run both and save.
Does CaseLift only work for implants?
No. CaseLift recovers cases for any high-value dental treatment, implants, full arch, Invisalign, cosmetic, sleep apnea, full mouth rehab. If a patient left without scheduling, CaseLift follows up until they do.
What if our practice does a mix of treatments?
That's exactly who CaseLift is built for. Your coordinator works your entire high-value case mix, and the follow-up adapts to each specific treatment type instead of sending everyone the same message.
Is CaseLift HIPAA compliant?
Yes. CaseLift is fully HIPAA compliant. All data is encrypted at rest and in transit. We sign a Business Associate Agreement with every practice before you record a single consult.
How does CaseLift know what to say in follow-ups?
CaseLift analyzes the actual recording. It identifies the patient's specific objection, personal details, and readiness to move forward, then shapes the journey around them: emails swap to versions written for that exact objection, and check-in texts weave in a personal line from the consult. Every message is grounded in the patient's real treatment plan from your PMS and sounds like it came from your practice.
What happens to cases that aren't ready to book yet?
They stay warm. Beyond the active follow-up sequence, the Treatment Engine keeps a long-term educational email nurture running on every unscheduled treatment plan. Each email is written to answer a real question and address a common objection, so patients who need time stay engaged and top of mind until they are ready to schedule, instead of quietly slipping away. It is included with the Treatment Engine.
Won't patients feel pestered?
No. The journey is education-first and deliberately sparse. Patients never get more than one message a day, sends respect quiet hours and holidays, and the moment a patient replies, the automation pauses and your team takes over the conversation. A patient can opt out any time just by saying so, and CaseLift honors it across every channel.
Does CaseLift help my team make calls too?
Yes. Some patients need a live human touchpoint, so CaseLift Copilot builds a daily call list of your highest-value patients. A CaseLift coordinator works that list, and your own team can work it alongside them whenever they want to. Every morning it surfaces the patients most worth a call right now, with the reason to call spelled out for each one. It caps how often any one patient can be called, and every call outcome is logged back to the case. It works right from the CaseLift mobile app's power dialer.
Does CaseLift write my clinical notes?
Yes. When you record a consult with the Treatment Engine, CaseLift drafts the clinical note seconds after the recording ends, in shorthand PMS format ready to paste into Dentrix or Open Dental, or as a full SOAP note if your practice prefers. Every note is grounded in the actual treatment plan from your PMS, and your team reviews each one before it is used. The note comes with the Treatment Engine; there is nothing separate to buy.
Do I need special hardware?
No. CaseLift records directly in your browser. If you use Doxy.me for virtual consults or a Plaud device, CaseLift integrates with those too.
What is The Conversion Collective?
The Conversion Collective is the private community included with every CaseLift membership. Dental practices share what's working, get coaching from TC specialists, and support each other. Laura Calle, a certified implant TC, runs it and hosts monthly group coaching calls.
What is the guarantee?
If CaseLift doesn't return at least 3X what you pay within your first 90 days, your membership is free until it does. Recovery is tracked and verified against your real PMS production data, not our word for it. And you can cancel anytime, there's no long-term contract.
Does the Treatment Engine include Analytics?
Yes. Every engine plan includes
CaseLift Analytics, our 11 live reporting dashboards plus Ask CaseLift AI, at no extra cost. It is a paid product on its own.
How is CaseLift different from the software we already have?
Your software tells you which patients never scheduled. Nobody is actually following up with them. That is the job CaseLift does: an experienced coordinator works every unscheduled plan, answers every reply, and closes the case with a live transfer to your team to schedule. Every dollar recovered is tracked back to your PMS. Keep the tools you already like and run CaseLift alongside them.
