CaseLift

CaseLift is the mobile companion for dental and specialty practices already using the CaseLift platform. Take your consult workflow on the go—record appointments, review AI insights, stay on top of patient conversations, and keep follow-ups moving without being tied to your desk.

BUILT FOR PRACTICE TEAMS CaseLift Mobile is designed for treatment coordinators, practice owners, and authorized staff. Sign in with your existing CaseLift account to access your practice dashboard, consults, and inbox from iPhone or iPad.

RECORD CONSULTATIONS Capture patient consultations directly from your device. Recordings upload automatically, are transcribed, and analyzed so you can review transcripts, listen to playback, log outcomes, and act on coaching insights—right from the app.

DASHBOARD AT A GLANCE See the metrics that matter: production recovered, ROI, unscheduled treatment value, messages sent, hours saved, and more. Pull to refresh for the latest numbers from your practice.

MANAGE CONSULTS Browse your consult schedule and archive. Open any consult to view the full transcript, AI analysis, recording playback, and outcome controls—everything you need to follow up with confidence.

PATIENT INBOX View conversation threads and reply to patients by SMS or email without switching apps. Stay responsive when patients reply to your CaseLift sequences.

POWER DIALER Work through today's follow-up call queue from your phone so no lead slips through the cracks.

TRAINING & COACHING Complete training modules with progress tracking, and chat with your CaseLift coach for real-time support.

PRACTICE FEATURES • Multi-location practice switching • Push notifications for important updates • Dark mode support • Secure sign-in for authorized users only

REQUIREMENTS A CaseLift subscription and active practice account are required. This app is for authorized practice staff—not for patients. New practices can learn more and request access at caselift.io.

PRIVACY & COMPLIANCE CaseLift is built for healthcare practices. Your practice remains responsible for patient consents and HIPAA compliance. AI-generated transcripts and insights are provided to assist your team's professional judgment—not as medical or clinical advice.

Questions or support? Visit caselift.io/contact or email hello@caselift.io.