RecallMax
RecallMax (MaxAssist) is an AI-powered dental practice software platform serving thousands of North American practices with AI scheduling, patient engagement, digital forms, reputation management, and AR tools integrated into major dental PMS systems.
- Company typePrivate
- Founded2014
- HeadquartersCalgary, Canada
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What RecallMax does
RecallMax, now operating as MaxAssist following a 2024 rebrand, is a Calgary-based software company that builds an AI-powered patient engagement and practice productivity platform exclusively for dental practices across North America (USA and Canada). The platform centers on an onscreen assistant that delivers daily tasks, AI-driven scheduling recommendations via MaxAi, automated patient lists, cancellation recovery, hygiene and recall management, and unscheduled treatment targeting, all integrated with 10+ major dental practice management systems (Dentrix, Open Dental, Eaglesoft, Abeldent, ClearDent, PracticeWorks, Power Practice, TrackerDenticon, MaxiDent, Live DDM) under HIPAA, PIPEDA, and EHR compliance. The product portfolio includes three subscription tiers (MaxAssist Pro for 1-2 location practices, Enterprise for groups and DSOs, Platinum for white-glove service), complemented by module add-ons: GeniusForms for digital patient intake with PMS writeback, ReputationMax for Google-partnered review management, MaxAR for AI-prioritized accounts receivable, Chart.AI for revenue discovery from patient charts, and an integrated Mango Voice VoIP phone system with patient file pop-ups. The company was founded in 2014 by Ron Barsotti (President), employs 11-50 people, and is privately held with a 2021 growth investment led by TriWest Capital Partners; it generates recurring subscription revenue through tiered plans and add-on modules, distributes via direct sales (phone/demo), partner referrals through consultants and dental distributors (Benco, Wisdom, Mango), and events/conferences, and reports '1,000s' of dental practices as customers with 3-10 year average tenures and a 4.7-star G2 rating across 225 reviews.
RecallMax firmographics
Firmographics- Name
- RecallMax
- Legal name
- MaxAssist
- Website
- https://recallmax.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- RecallMax (MaxAssist) is an AI-powered dental practice software platform serving thousands of North American practices with AI scheduling, patient engagement, digital forms, reputation management, and AR tools integrated into major dental PMS systems.
- Ownership category
- akta.pro rank
Where RecallMax is headquartered
LocationHeadquarters
- HQ city
- Calgary
- HQ country
- Canada
- HQ region
- North America
Markets served
RecallMax business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Subscription SaaS (Multi-tier): MaxAssist generates revenue through tiered subscription plans (Pro, Enterprise, Platinum) targeting dental practices of different sizes. Each tier offers increasing feature sets and white-glove service levels, enabling upsell and land-and-expand dynamics as practices grow or consolidate into DSOs.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | MaxAssist Pro for dental practices with 1-2 locations |
| Subscription | Monthly | MaxAssist Enterprise for groups and DSOs with multiple locations |
| Subscription | Monthly | MaxAssist Platinum for solo practices, groups, and DSOs seeking additional features and resources |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
RecallMax product offering
Product offeringCore offering
RecallMax, now operating as MaxAssist, provides AI-powered dental practice management software that helps dental practices, groups, and DSOs keep their schedules full through automated patient outreach, recall, unscheduled treatment targeting, cancellation recovery, two-way texting, digital forms, reputation management, and accounts receivable automation. The platform integrates with major dental PMS systems and is sold via tiered subscriptions (Pro, Enterprise, Platinum) under a recurring SaaS model.
Product overview
MaxAssist is an AI-powered dental practice software platform (formerly RecallMax) that offers a tiered product portfolio centered around patient engagement and practice productivity. The core offerings include three subscription tiers: MaxAssist Pro for single-location practices, MaxAssist Enterprise for multi-location groups and DSOs, and MaxAssist Platinum for practices seeking premium support. These are complemented by enhancement modules including MaxAi (AI-powered scheduling), GeniusForms (digital patient forms), ReputationMax (review management), and MaxAR (accounts receivable). The platform integrates with leading dental PMS systems and Mango Voice for VoIP phone services, enabling features like two-way texting, automated reminders, unscheduled treatment targeting, hygiene recall, cancellation recovery, and comprehensive analytics.
Differentiator
Problem solved
Functional benefit
Brands
- MaxAssist Pro: For dental practices with one or two locations looking to streamline their patient outreach.
- MaxAssist Enterprise
- MaxAssist Platinum
- MaxAi
- GeniusForms
- ReputationMax
- MaxAR
- Chart.AI
- MaxAssist Academy
Products and services
- MaxAssist (formerly RecallMax) Core AI-powered dental practice management platform (formerly RecallMax) offering subscription software for dental practices, groups, and DSOs that combines automated patient outreach, scheduling, recall, digital forms, reputation management, and accounts receivable. Sold via tiered subscriptions (Pro, Enterprise, Platinum) with monthly billing.
- Chart.AI
Quantifiable outcome
- Increases scheduling opportunity through proactive patient outreach
- +6 more outcomes
Companies that use RecallMax
Customer profileSegments5 records
Ideal customer profiles2 records
RecallMax technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration12 records
AI capability6 records
Feature10 records
RecallMax partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core.
- Mango VoicecoreMango Voice provides the integrated VoIP phone system for MaxAssist, enabling seamless call and file pop-ups during patient interactions. This partnership powers the integrated phones feature mentioned across the platform, delivering personalized experiences with every call and boosting team efficiency.
- GooglecoreGoogle partnered with MaxAssist for the ReputationMax platform, enabling dental practices to get more Google reviews, boost Google rankings and SEO, and manage their online reputation through a Google-partnered platform.
- Dentrix (Henry Schein)coreSecure integration with Dentrix practice management software, enabling real-time data synchronization for patient communication and scheduling features.
- Open DentalcoreSecure integration with Open Dental practice management software, enabling real-time data synchronization for patient communication and scheduling features.
- EaglesoftcoreSecure integration with Eaglesoft practice management software, enabling real-time data synchronization for patient communication and scheduling features.
- Practice Management Software IntegrationscoreMaxAssist maintains HIPAA, PIPEDA & EHR compliant integrations with multiple practice management systems including Abeldent, ClearDent, Dentrix Enterprise, Live DDM, MaxiDent, Power Practice, PracticeWorks, and TrackerDenticon for seamless data exchange.
Scale indicators4 records
Recent moves7 records
Expansion highlights5 records
RecallMax competitors and assessment
Company assessmentDirect peers
- Solutionreach: Long-standing dental patient engagement and recall SaaS platform offering patient communication, reminders, online scheduling, reputation management, and recall systems — directly competing with MaxAssist's core hygiene & recall workflows for the same SMB and mid-market dental practice customer.
- RevenueWell: Dental-specific patient communication and practice marketing platform with recall, reminders, online reviews, and patient reactivation features. Targets the same dental practice and DSO segments as MaxAssist with a comparable product surface area.
- Yapi: Dental practice automation software offering patient communication, online forms, digital intake, and recall functionality. Closely comparable to MaxAssist in targeting solo and group dental practices with workflow automation and PMS-integrated patient engagement.
- Doctible: Dental patient engagement platform providing two-way texting, automated reminders, online scheduling, reputation management, and recall — directly overlapping with MaxAssist's patient communication and reputation (ReputationMax) feature set.
- Demandforce (Internet Brands): Patient engagement and communication platform (part of Internet Brands) serving dental, medical, and vision practices with recall, reminders, reputation, and marketing tools. Comparable as a multi-vertical patient communication competitor with strong dental market presence.
- Lighthouse 360 (Henry Schein One): Dental patient communication and recall system now integrated into Henry Schein One. Direct competitor in hygiene recall, automated reminders, and patient reactivation, with the added leverage of being bundled with the Dentrix PMS ecosystem that MaxAssist integrates into as a third party.
- Modento: Cloud-based dental patient communication and digital forms platform offering paperless patient intake, two-way texting, and recall — directly comparable to MaxAssist's GeniusForms and patient communication modules for modern dental practices.
- Swell: Dental-focused patient experience platform providing automated review requests, two-way texting, recall, and patient communication. Overlaps directly with MaxAssist's ReputationMax, patient communication, and hygiene recall features for the same dental SMB buyer.
Broad incumbents
- Weave: Public-company patient communication and practice management platform serving dental, medical, optometry, and veterinary practices with VoIP phones, texting, reputation, and payments. Comparable to MaxAssist's integrated VoIP + patient communication + reputation stack but broader across verticals and much larger scale.
- Birdeye: Multi-vertical customer experience and reputation management platform serving dental among many other SMB verticals with reviews, listings, messaging, and surveys. Comparable to MaxAssist's ReputationMax and patient communication offerings but operating at a much larger scale across non-dental verticals.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
RecallMax social profiles
Digital presenceRecallMax compliance and trust
Trust signalCompliance3 records
RecallMax financial estimates
Financial estimateRevenue estimate
Valuation estimate
RecallMax leadership team
Management profileNumber of profiles
Profiles1 record
RecallMax funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
RecallMax M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about RecallMax
What does RecallMax do?
RecallMax, now operating as MaxAssist, provides AI-powered dental practice management software that helps dental practices, groups, and DSOs keep their schedules full through automated patient outreach, recall, unscheduled treatment targeting, cancellation recovery, two-way texting, digital forms, reputation management, and accounts receivable automation. The platform integrates with major dental PMS systems and is sold via tiered subscriptions (Pro, Enterprise, Platinum) under a recurring SaaS model.
Is RecallMax a public or private company?
RecallMax is a private company. It is classified as private equity controlled and is currently operating.
When was RecallMax founded?
RecallMax was founded in 2014. It employs 11 to 50 people.
Where is RecallMax based?
RecallMax is headquartered in Calgary, Canada, in the North America region.
How does RecallMax make money?
One revenue line is on record: subscription SaaS (Multi-tier).
Who are RecallMax's main competitors?
Direct peers on record are Solutionreach, RevenueWell, Yapi, Doctible, Demandforce (Internet Brands), Lighthouse 360 (Henry Schein One), Modento and Swell. Broad incumbents are Weave and Birdeye.
Does RecallMax have an API?
No public API is recorded for RecallMax.