Case acceptance and
recalls that never slip.
Cosmetic consultations, treatment plans, smile-design records, photos, consent, packages, and follow-ups on one record — so high-value cases get booked and nothing ages out.
Your practice should not have to run on disconnected tools.
Consults & plans scattered
Cosmetic consults and treatment plans live across disconnected tools.
Dental photos not organized
Shade and intraoral photos sit apart from the patient record.
Packages tracked manually
Whitening and veneer packages are tallied by hand, and balances slip.
Consent & financing disconnected
Consent and financing conversations live outside the plan.
Inconsistent follow-up
Hygiene recalls and reactivation depend on someone remembering.
The revenue is in the plan and the recall. Montego keeps both on one record — so cases get accepted and nothing ages out.
Win the case
Treatment plans presented, logged, and followed up every time.
Keep the recall
Hygiene and reactivation that run automatically.
Document cleanly
Shade, intraoral photos, and lab notes on the case.
Everything cosmetic dentistry run on, grouped by workflow.
Every feature writes to the same patient record — so nothing is re-entered and nothing is lost between the front desk, the provider, and the books.
Care & records
Cosmetic consults, plans, shade, and photos on one case record.
Cosmetic consultations
Capture goals and photos at consult.
Treatment plans
Multi-visit plans sequenced on the record.
Smile design records
Shade and intraoral photos on the case.
Dental photos
Organized with the patient record.
Consent forms
Versioned consent tied to the plan.
Scheduling & payments
Present plans, book multi-visit care, and bill cosmetic balances at close.
Online booking
Branded booking with intake.
Treatment-plan scheduling
Sequence multi-visit plans.
Whitening packages
Bundled cosmetic packages with balances.
Veneer consultations
Track high-value case acceptance.
Payment tracking
Cash-pay balances billed at close.
Operations & team
Run hygiene, recalls, and the team from one record.
Hygiene recalls
Automated reactivation so nothing ages out.
Role permissions
Access mapped to scope by seat.
Reporting
Case acceptance and revenue views.
Multi-location
One record across practices.
Staff management
Schedules and roles in one place.
Growth & insights
Win more cases and keep patients on schedule.
Follow-up scheduling
Recalls and reactivation that run themselves.
Patient communication
Two-way SMS tied to the record.
Reviews
Feedback after every visit.
Memberships
In-house plans that retain.
Analytics
Case acceptance and recall metrics.
What changes when it all connects.
When the plan and the recall live on one record, high-value cases get booked and patients come back on schedule.
The plan, presented — and the recall that never slips.
Cosmetic dentistry revenue lives in two places: the case that gets accepted and the recall that brings patients back. Montego presents multi-visit plans on the record, tracks them from presentation to acceptance, and runs hygiene recalls automatically so nothing ages out.
- Multi-visit plans presented and tracked to acceptance
- Shade, intraoral photos, and perio charting on the case
- Consent and financing terms versioned to the plan
- Hygiene recalls and reactivation that run themselves
A cosmetic practice juggles a PMS, an imaging tool, a plan presenter, and a recall system. Montego unifies them on one record.
- One patient record, written once and read everywhere
- One ledger for payments, packages, and memberships
- One login per seat, mapped to scope of practice
- One bill, with transparent card and ACH processing
Guides for cosmetic dentistry.
A defensible record, by default.
Montego is built to California’s standard — one of the most regulated environments in aesthetic medicine — and configures to the other states you operate in. The controls live inside the workflow, not a separate binder, and they’re included on every plan. Each practice remains responsible for its own compliance program.
Notes at the chair
Captured live, not reconstructed afterward.
Clean documentation
Tooth, surface, and narrative captured for clean claims.
Versioned consent
Consent and financing terms versioned to the plan.
Audit log
Role-based access and a complete audit trail.
Questions cosmetic dentistry ask.
Yes. Consults enter the record with goals and photos, and convert into a logged, multi-visit treatment plan.
Yes. Shade and intraoral photos are organized with the case and the lab, alongside the plan.
Yes. Plans are sequenced inside the record and tracked from presentation through acceptance.
Yes. Cosmetic packages track balances and redemptions, with financing terms versioned to the plan.
Yes. Hygiene recalls and reactivation run automatically, so patients don’t age out of the schedule.
Yes. Versioned consent and financing terms attach to the specific plan and procedure.
Built for your specialty too.
See Montego for cosmetic dentistry.
A 30-minute walkthrough, mapped to how your practice runs.