Features

Everything you need to run a successful membership program

From custom plans to automated billing, every feature is built to help dental practices grow recurring revenue and keep patients engaged.

Why Smile Advantage

Software that grows with your practice.

Get clear visibility into your membership program, automate routine tasks, and focus on what matters most: patient care.

Save Time

Automate billing, renewals, and member communications so your team can focus on patient care.

Grow Revenue

Build predictable recurring revenue with membership plans that keep patients coming back.

Keep Patients

Increase retention and case acceptance with membership benefits patients actually value.

Custom Memberships

Design plans that fit your practice

Create membership tiers with custom pricing, flexible billing intervals, and terms that work for your patients and your bottom line.

Smile Advantage gives you complete flexibility to build membership plans that match your practice philosophy. Choose monthly, annual, or custom billing intervals. Set custom billing dates and configure recurring AutoPay or one-time payment options.

Set plan expiration with automatic replacement plans, and create custom plans for individual pricing exceptions.

Child & Family

Affordable coverage for kids with family group billing.

  • Family relationship tracking
  • Coordinated renewal dates

Perio Maintenance

Specialized plan for patients needing periodontal care.

  • 3-4 cleanings per year
  • Discounts on additional treatment

Adult Preventive

Annual plan with two cleanings, exams, and x-rays included.

  • Monthly or annual billing
  • Custom pricing per practice
Member Dashboard

Track every member in one place

See membership status, payment history, and engagement at a glance with an intuitive dashboard built for dental teams.

Manage individual and family memberships with relationship tracking for spouses, children, and parents. Organize business and company memberships for group accounts.

The dashboard surfaces action items automatically (expired memberships, duplicate members, invalid emails, and expired cards) so your team always knows what needs attention.

Payment Failed
Recurring charge declined. AutoCollect retry scheduled in 3 days.
New Enrollment
Patient enrolled in the Adult Preventive Plan with AutoPay enabled.
Expired Card
Card on file expired. Update reminder sent via email and SMS.
Ellis Dental

We now have hundreds of patients on our membership. Each day we probably have eight to ten patients using that plan for their dental work.

Ellis Dental reduced PPO dependence and built hundreds of loyal membership patients with a practice-owned plan powered by Smile Advantage.

Read their story
Payment Tracking

Flexible billing and payment plans

Split large balances into manageable installments, send payment requests by email or text, and process in-office payments, all from one platform.

Offer patients flexible payment plans with installments on any schedule. Add optional down payments, and let patients manage everything from a secure self-service portal: view progress, make payments, or pay off the balance early. AutoPay retries failed charges automatically, and card updates sync across all active plans.

Send itemized payment requests by email, SMS, or printable QR code. Process card-present payments with swipe, dip, and tap through the in-office terminal, or charge cards on file. Payments are processed through Smile Advantage Payments, a Level 1 PCI Compliant service provider with tokenized card storage that helps reduce the risk of exposing card data. Automatic expired card detection sends update reminders before payments fail.

Messages

Payment request notifications
  • GB

    Great Big Smiles Dental

  • SM

    Sarah Mitchell

  • GB

    Great Big Smiles Dental

Metrics Dashboard

Know exactly where you stand

Monthly statements, daily transaction reports, payout tracking, and real-time dashboards give you complete financial visibility.

Track active members, new enrollments, and renewal activity from the dashboard. Monthly merchant statements arrive on the 5th with a full processing summary.

Start-of-week reports highlight upcoming renewals and action items. View processing summaries, payout details with deposit dates, and export everything to CSV for your accountant.

Membership Renewals

47

Jan

42

Feb

53

Mar

44

Apr

49

May

56

Jun

41

Jul

60

Aug

45

Sep

58

Oct

50

Nov

48

Dec

We were in-network with five insurance groups and the reimbursements kept going down. Our membership plan gave patients a reason to stay, and it is quite rare that they don't renew a year later.

DH

Dr. Holly Ellis

Ellis Dental

The self-service links are a game changer. Patients update their own payment info and renew online, so our front desk stays focused on patient care instead of chasing down cards.

DJ

Dr. Jeff Sindelar

Oakville Dental Care

The Smile Advantage platform handles the billing and renewals automatically. My front desk team can focus on welcoming patients instead of chasing insurance companies.

DM

Dr. Matt Kraner

Kraner Family Dentistry
Automated Renewals

Keep memberships active automatically

Two flexible renewal approaches, automatic payment processing, and self-service links keep memberships running without manual work.

Choose to reactivate memberships (continuing the original billing cycle) or reset with a fresh start and optional prorated catch-up charge. Members can update their payment method or change plans during renewal.

Self-service Click to Renew and Click to Convert links let members act from their email or text message without logging in.

Click to Renew

Member receives a renewal link via email or text.

  • No login required
  • Payment processed instantly

Click to Update

Member updates their card on file through a secure link.

  • Expired card replaced
  • Future payments uninterrupted

Click to Convert

Member switches to AutoPay from a one-click link.

  • Recurring billing enabled
  • No staff follow-up needed
Integrations

Connects to Dentrix, Eaglesoft, Open Dental, and 50+ more

Sync patient data, post to the ledger automatically, and track visits without leaving your practice management system.

Smile Advantage integrates with Dentrix, Eaglesoft, OpenDental, and 50+ other practice management systems. View Today's Appointments with member status indicators, automatically match patients to members, and post membership charges to the PMS ledger with the correct payment type and provider.

PMS health monitoring checks the connection regularly throughout the week and alerts you if anything needs attention.

Integrations

Dentrix
Connecting
Eaglesoft
OpenDental
ClearDent
Dental Vision
EasyDental

Backed by industry-leading partners

Consultants, coaches, and distributors who trust Smile Advantage.
Klear ImpaktTopCard PaymentsMarketing 32Henry ScheinThe Phelps InstituteProductive Dentist Academy
Klear ImpaktTopCard PaymentsMarketing 32Henry ScheinThe Phelps InstituteProductive Dentist Academy
Klear ImpaktTopCard PaymentsMarketing 32Henry ScheinThe Phelps InstituteProductive Dentist Academy
Klear ImpaktTopCard PaymentsMarketing 32Henry ScheinThe Phelps InstituteProductive Dentist Academy

Give your practice a smarter way to grow

Empower your team with automation, clear insights, and tools designed specifically for dental membership programs.

One low monthly fee. No per-member charges.