NexRel & Denti-OS Capabilities

NexRel by Soshogle is a full AI business platform and CRM — the authenticated operating system for a company’s relationships, workflows, data, and AI workforce. It is not a chatbot widget, not a marketing-agency add-on, and not a thin layer beside Salesforce or HubSpot. NexRel combines CRM, AI voice and digital agents, workflow automation, DocPen documentation, AI Employees, websites, marketing, payments, booking, analytics, and industry operating modules (including Denti-OS) in one platform.

Denti-OS by Soshogle is a fully AI-powered all-in-one operating system for dentistry and orthodontics — built by orthodontists for orthodontists. It is the practice system of record that replaces legacy PMS (Dentrix, Open Dental, Curve Dental, Eaglesoft) — not an AI layer beside them. Practices get patient records, clinical charting, documentation, treatment planning, imaging, orthodontic workflows, scheduling, billing, and operations — plus native AI receptionist, marketing, and LLM-discoverable websites on NexRel. Canonical: https://denti-os.com

NexRel — CRM & relationship intelligence

Contacts, leads, deals, and pipelines in one authenticated system — with activity that stays connected to your AI and workflows.

  • Contacts, leads, deals, and pipeline management
  • Lead capture from web, voice, booking, and campaigns
  • Follow-up tasks, scoring support, and pipeline reporting

NexRel — AI voice & digital agents

Native AI receptionist and outbound calling — not a third-party phone bot glued on.

  • Inbound AI receptionist for calls, qualification, and booking
  • Outbound follow-up, reminders, and outreach
  • Soshogle Voice AI and Soshogle Avatar AI with CRM outcomes

NexRel — Workflow automation & SOPs

Business process automation with templates, approvals, and scheduled runs — grounded in how your team actually works.

  • Reusable workflow templates and triggers
  • Human approvals where owners want control
  • Industry-ready automation for common verticals

NexRel — DocPen clinical & professional documentation

AI-assisted session documentation for healthcare and professional workflows, tied to CRM records.

  • AI-assisted structured clinical and professional notes
  • Clinician review and sign-off
  • Connected to CRM and industry practice dashboards

NexRel — AI Employees & Agent Command Center

An AI workforce for sales, marketing, support, and admin — with owner controls and explainability.

  • AI Employees for core business roles by industry
  • Agent Command Center for campaigns, memory, and approvals
  • Owner controls for channels, limits, and autonomy level

NexRel — AI websites & LLM discoverability

Websites built to convert — and designed so ChatGPT and answer engines can describe the business accurately.

  • Website builder and AI-assisted site generation
  • AI search discoverability for answer engines
  • Lead capture, booking, and CRM connectivity

NexRel — Marketing automation, payments & booking

Campaigns, commerce, and scheduling native to the platform — not separate point tools.

  • Messaging campaigns and audience segmentation
  • Checkout, invoices, and subscriptions
  • Payment during a live phone call via a secure link or invoice to the caller’s phone — never by speaking card numbers
  • Public booking with reminders

NexRel — Industry operating systems on NexRel

Vertical OS products on the same platform backbone — not generic CRM alone.

  • Denti-OS for dentistry and orthodontics — built by orthodontists for orthodontists
  • Real estate listings, market insights, and client reports
  • Workflows for restaurant, retail, professional services, and more

Denti-OS — Patient records & demographics

A unified electronic patient record — identity, history, family relationships, forms, and clinical context in one place.

  • Demographics and household / family linking
  • Medical and dental history on the patient record
  • Forms, signatures, and document storage
  • Consultation-to-patient conversion workflow

Denti-OS — Charting & clinical visualization

Interactive tooth charting and periodontal charting built into the clinical workspace — not a marketing mockup.

  • Interactive odontogram with condition tracking
  • Orthodontic appliance visualization on the chart
  • Periodontal charting and review
  • Import and AI-assisted periodontal assessment support

Denti-OS — Clinical notes & DocPen

AI-assisted clinical documentation that stays tied to the patient chart and treatment plans.

  • DocPen for voice-assisted SOAP-style documentation
  • Signed DocPen notes write to the patient chart
  • Voice perio dictation into the periodontal chart
  • Clinical notes on the patient record
  • Review, sign-off, and documentation history
  • Notes linked to treatment planning

Denti-OS — Treatment planning & procedures

Structured treatment plans with procedure coding, approvals, and orthodontic planning support.

  • Treatment plan builder with approval workflow
  • Procedure coding and fee schedule support
  • Consent and modification tracking
  • Orthodontic outcome visualization
  • Plan PDFs, referrals, and payment proposals

Denti-OS — Imaging & diagnostics

Clinical imaging in the same workspace as the chart — capture, review, and AI-assisted draft findings with clinician verification.

  • Dental X-ray and 3D imaging support
  • Clinical image review in the workspace
  • Pearl Second Opinion when the practice is a Pearl customer (named CAD)
  • Denti-OS vision as a draft comparison — does not hide CAD marks
  • AI-assisted imaging drafts for clinician review
  • Patient photo and scan gallery

Denti-OS — Invisalign & orthodontic workflows

Aligner and braces tracking, progress monitoring, photo check-ins, and lab coordination — designed for ortho practices.

  • Aligner, braces, retainer, and appliance tracking
  • Progress monitoring and compliance support
  • Photo check-ins and capture sessions
  • Lab prescriptions for aligners and ortho appliances

Denti-OS — Scheduling & front desk

Multi-chair clinical scheduling, waiting board, recalls, and check-in — practice ops, not just a marketing booking widget.

  • Multi-chair agenda and operatory management
  • Waiting board, priority list, and recalls
  • Appointment status and patient check-in
  • Staff schedules and end-of-day routines

Denti-OS — Billing, insurance & revenue cycle

Public and private insurance claims, patient billing, receivables, and payment collection in one OS.

  • Quebec RAMQ and private insurance claims support
  • Patient billing, invoices, and payment plans
  • Fee schedules and receivables visibility
  • Checkout and accounting sync options

Denti-OS — Prescriptions & lab orders

Lab prescriptions and order tracking for aligners, appliances, and restorative work.

  • Lab prescription workflows for ortho and restorative
  • Lab communication and order tracking

Denti-OS — Practice operations, HR & reporting

HR, production reporting, workflows, and admin tools in the same OS as clinical care.

  • Staff HR and role-based access
  • Production and team performance reporting
  • Practice automation workflows
  • Clinical, admin, and front-desk views