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The Modern, All-in-One Alternative to CareStack.
CareStack is a strong all-in-one cloud built for groups, with texting, verification and memberships built in. What it lacks is a dollarized recovery ledger ranked by value, recovery mode before you switch, and a coordinator that works unscheduled treatment from the chart.
Lakeside Dental StudioTuesday · production through yesterday
Live✦
Morning huddle"12 patients expected today. 9% of slots booked over the next 3 days. $18,183 in open balances across 37 accounts. 288 patients are 6+ months overdue."
Total recoverable
$128,617
$116,241Unscheduled treatment
$1,860Lapsed recall
$10,516Open balances
Every CarifyOne Feature, Side by Side with CareStack.
85 features across ten areas. Where CareStack has it, we say so.
CarifyOne84 of 85 Included1 through partners
CareStack39 Included23 partial · 4 paid add-on or third party · 19 not found
| Feature | CCarifyOne | CareStack |
|---|---|---|
| Schedule & Front Desk | ||
| Day, week and month schedule by operatory and provider | ✓ | ✓Core feature |
| ASAP list: cancellations refilled automatically | ✓ | ◐Waitlist; matching is manual |
| Smart waitlist ranked by pending treatment value | ✓ | —Not found in published features |
| Online booking with live availability | ✓ | ✓Included |
| Self-reschedule link for patients | ✓ | ✓Included |
| Check-in board: arrived, seated, done, live for the team | ✓ | ✓Check-in and kiosk |
| One-click counters: treatment due, x-rays due, recall overdue, insurance unverified | ✓ | ◐Lists and dashboards |
| Production goals shown on the schedule | ✓ | ◐Goals in dashboards |
| Patient search with PHI hidden until hovered | ✓ | —Not found in published features |
| Clinical | ||
| Tooth chart with conditions, planned work and history | ✓ | ✓Core feature |
| Perio charting | ✓ | ✓Core feature |
| Voice perio charting | ✓ | $Through Bola AI, a paid subscription |
| Dictated note becomes a structured clinical note (AI) | ✓ | $Heidi integration |
| Note templates, typed or dictated from any page | ✓ | ✓Included |
| Sign and lock restricted to providers | ✓ | ✓Included |
| Treatment plans with versions and acceptance tracking | ✓ | ✓Included |
| Patient-facing estimates with e-signature | ✓ | ✓Included |
| Treatment plan sender: plan, notes and quote by text, email or print | ✓ | ◐Plans presented and signed digitally; text delivery not verified |
| Plan Optimizer: sequencing across insurance years and benefits | ✓ | —Not found in published features |
| Treatment acceptance prediction per plan | ✓ | —Not found in published features |
| Imaging viewer opens from the chart | ✓ | ✓Imaging built in |
| AI findings on x-rays | ◐Pearl and Overjet findings open in the chart; AI reads billed by the partner | $Overjet, Pearl, Denti.ai or Aeka |
| E-prescribing with controlled substances (EPCS) | ✓ | ◐Prescription management listed; EPCS terms not published |
| Lab case tracking with a schedule alert when a case is not back | ✓ | ◐Lab case management; no schedule alert |
| Medical alerts and allergies on every patient | ✓ | ✓Included |
| Patient Records & Portal | ||
| Full profile: demographics, insurance, plans, recall, history, activity log | ✓ | ✓Core feature |
| Ledger with charges, payments, adjustments and statements | ✓ | ✓Core feature |
| Documents and forms stored per patient | ✓ | ✓Included |
| Pre-visit intake forms by link | ✓ | ✓Online forms |
| Patient portal: book, pay, sign, message, view records | ✓ | ✓Included |
| Insurance card scanned from a photo | ✓ | —Not found in published features |
| Family linking with an unscheduled-family view | ✓ | ✓Included |
| Insurance & Claims | ||
| Real-time insurance eligibility | ✓ | ✓Built in |
| Week-ahead verification page with three honest states | ✓ | ◐Eligibility-needed lists by appointment date |
| Claims built from completed procedures, reviewed before submission | ✓ | ✓Core feature |
| AI claim scrubber: likely rejections and missing attachments flagged | ✓ | ◐Basic claim validation |
| Electronic claims with attachments | ✓ | ✓Included |
| ERAs post automatically | ✓ | ✓Included |
| Automatic claim status checks | ✓ | ◐Claim status tracking |
| Denied-claim alerts with the reason | ✓ | ◐Claim reports |
| Payer portal link on every claim row | ✓ | —Not found in published features |
| Money | ||
| Card payments at the desk and online | ✓ | ✓CS Pay |
| Text-to-pay links | ✓ | ✓Pay-by-text |
| Membership plans with auto-billing | ✓ | ✓CS Membership, requires CS Pay |
| Payment plans with consent and auto-charge | ✓ | ✓Included |
| Financing partners recorded on the patient | ✓ | ◐Partner integrations |
| Loyalty points and rewards | ✓ | —Not found in published features |
| Daily financial check: collected, patient portion, insurance portion, deposit line | ✓ | ◐Daily financial reports |
| Card processing on the same bill as the software | ✓ | ✓CS Pay |
| Communication & Reputation | ||
| Two-way texting on your practice number | ✓ | ✓Included |
| Reminders, confirmations and recall campaigns | ✓ | ✓Included |
| Review requests sent the same way to every patient | ✓ | ✓Reputation management |
| One inbox: text, email, chat and voicemail per patient | ✓ | ◐Texting inbox; calls through VoiceStack |
| AI-drafted replies waiting for a person | ✓ | ◐AI answers recall and reactivation texts |
| Incoming call opens the patient (call pop, click-to-call) | ✓ | ✓Phone integrations |
| Consent built in: STOP handling and frequency caps per patient | ✓ | ◐STOP handling standard; per-patient caps not found |
| Morning Huddle, Reports & AI | ||
| Morning huddle screen: yesterday, today, tomorrow | ✓ | ◐Dashboards |
| AI morning brief written from your own numbers | ✓ | —Not found in published features |
| Post the huddle to team chat in one click | ✓ | —Not found in published features |
| Standard reports: production, collections, AR aging, payer mix, utilization | ✓ | ✓Core feature |
| Ask Carify: plain-English questions answered from your data | ✓ | —Not found in published features |
| Daily AI insights | ✓ | —Not found in published features |
| Practice Health: benchmarks and overhead so owners see take-home | ✓ | ◐Analytics dashboards |
| Revenue Recovery | ||
| Dead-revenue ledger: dollars by category, ranked recovery queue | ✓ | ◐AR and unscheduled-treatment reports; no ranked ledger |
| Automated recovery campaigns tracked in dollars | ✓ | ◐Campaigns; not tracked against a ledger |
| Anna: AI treatment coordinator drafting follow-ups from the chart | ✓ | ◐AI replies to texts; does not work the treatment ledger |
| Recall Outreach with one-click batches | ✓ | ✓Included |
| Retention Radar: risk score per patient with reasons and a call script | ✓ | —Not found in published features |
| Payment recall on open balances with text-to-pay | ✓ | ✓Payment reminders and pay-by-text |
| Inactive patient reactivation | ✓ | ✓AI reactivation texts |
| Unscheduled treatment follow-ups | ✓ | ◐Campaigns |
| Recovery mode: see your number on live data before you switch | ✓ | —Not offered |
| Team & Operations | ||
| Clock-in, timesheets and payroll export | ✓ | —Not found in published features |
| Tasks with due dates, self-added and assigned | ✓ | ◐Task lists |
| Team chat with patient tagging that opens the profile | ✓ | —Not found in published features |
| HR documents with expiry reminders | ✓ | —Not found in published features |
| Predictive inventory | ✓ | —Not found in published features |
| Roles and permissions; controls hidden, not greyed out | ✓ | ◐Roles and permissions |
| Audit log on every record access and change | ✓ | ✓Included |
| Migration, Security & Support | ||
| Live sync with your current system within minutes | ✓ | —Not offered |
| Migration and onboarding included, no setup fees | ✓ | $Implementation quoted per practice |
| Line-by-line reconciliation against your old system before go-live | ✓ | —No published reconciliation report |
| Cloud-based, works from any device | ✓ | ✓Cloud-native |
| Encryption in transit and at rest | ✓ | ✓Included |
| Signed BAA available | ✓ | ✓Included |
✓ Included◐ Partial or basic$ Paid add-on or third party— Not available
Competitor information comes from each vendor's public website and documentation as of September 2026, and every cell says why it's marked the way it is. Add-ons and inclusions vary by plan and change often; if something here is out of date, tell us and we'll correct it.
Switching from CareStack, Plainly.
What You Keep
Every patient, appointment, procedure, plan, claim, ledger balance, note, perio chart and document. Reconciled line by line before go-live, so nothing is left behind.
What Changes
One login replaces the add-ons. No server, no per-machine licenses, no separate invoices for texting, verification or analytics. Your team learns one system.
How Long
Live sync within minutes of connecting, recovery mode from the first week, and a cutover that is scheduled and staffed once your numbers reconcile.
Ready to Make the Move?
Book a 20-minute demo and we'll map your migration from CareStack on the call.