Chart.Ai
You’re not behind. Your software is.

Unlock $750K Hiding in Your PM System


Your “Money on the Table Snapshot” CHART.AI report securely analyzes your existing data to show the opportunity already in your PM system. On average, practices discover up to $750K in hidden production.

Clarity Changes Everything

See why 9 out of 10 practices choose MaxAssist after seeing their Snapshot.

Your CHART.AI Snapshot uses your real practice data to show existing opportunity in your PM system, including missed revenue, unscheduled treatment, overdue care, patient attrition, and communication gaps.

This isn’t a demo built on hypotheticals. It’s your information, analyzed securely and responsibly, so you can see the full picture and then act on it.

Missed Revenue

Discover how much total revenue is hiding in your dental charts.

Unscheduled Treatment

Uncover the total number of patients with unscheduled treatment.

Due/Late Patients

Identify the total number of patients due or late for recall and hygiene.

Active Patients

Identify how many patients visited in the last 36 months.

Attrition Rate

Uncover how many patients are leaving your practice.

Frequency of Visits

Understand how often your patients are visiting your practice.

Reach Limitations

Identify how many patients are missing email and phone information.

Patient Care

Know exactly how many patients are missing continuing care.


How it works

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1 We securely access your data

We’ll request access to your Scheduling Software via a safe and secure API.

2 We scan your charts

Our proprietary algorithm finds all the opportunities in your charts.

3 We share the results

One of our experts will walk you through the results and opportunities.


Start 2026 With Clarity


Complete the form to receive your complimentary Money on the Table Snapshot/Chart.AI Report – a clear view of opportunity already living in your data, with no commitment to move forward.

1-800-651-8603
BOOK A FREE CHART.AI AUDIT
Chart Ai Snapshot - Voices of Dentistry Ebook

Have questions?


We’ve compiled a list of frequently asked questions. Take a read and see if your question gets answered.

Need more answers?

Get in touch with our sales team using the ‘Contact Us’ button below.

Contact Us
COMMON QUESTIONS
How much does Chart.AI cost?

Chart.AI is completely free.

When will I get my results?

Usually within 48 hours of connecting with your server.

What do you need to get connected to my server?

We will require access to the internet and remote access to your server. For Dentrix users, a passcode will be required.

How do you calculate how much revenue is in my charts?

The total revenue potential is calculated by combining the value of restorative treatments and the number of active patients due or overdue for hygiene multiplied by the average cost of a hygiene appointment.

What do you define as an active patient?

A patient that has an active status in your scheduling platform and has visited the practice for treatment in the last 24 months.

Is it safe and secure?

We’re HIPAA compliant, PIPEDA compliant, and EHR Certified so you can trust that your data is safe and secure.


Unlimited Support

Help and support when you need it

We are committed to exceptional service, blending expertise with a genuine passion for customer satisfaction.

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MaxAssist® Academy

Become a MaxAssist Certified Genius.

The MaxAssist Academy consists of multiple microlearning modules that staff can work through at their own pace.

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Onboarding & Training

Stress-free Onboarding and Training

From solo practices to elite DSOs, we take care of all your onboarding and training requirements so you don’t have to.

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