Jameson Management recommends Practice SafeGuard to its clients. Click here to see the webinar.

Product Features


Ready to see financial security as it should be?

Practice SafeGuard is a new web service for doctors that alerts you to problematic ledger entries the moment they’re submitted. At the same time, it rolls your financial history into real-time business trends and performance metrics. Now you can:

  • Manage your business health with a real-time performance dashboard
  • Prevent potential issues with 24×7 monitoring and instant transaction alerts
  • Understand and respond to threats with issue explanations and recommendations
  • Drill into entry details and log your actions for documentation
  • Write custom financial reports using your PM software data—premium users
  • Centralize financial reporting for any number of practices—premium users
  • Schedule reports to hit any inbox at any frequency—premium users

With Practice SafeGuard monitoring your ledger, you can automatically share reports and delight your trainers and consultants with hard data they can use to be faster and more accurate at their jobs. Even better, your income is protected and you get performance insight you can actually use to grow your business.

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Web technology benefits

Practice SafeGuard is the only web-based monitoring system of its kind for doctors. Here’s why you’ll love it:

  • It runs invisibly—teams won’t know it’s there unless you share it
  • A small web download gets you started in just a few minutes (that’s zero downtime)
  • It’s available 24×7 from any device with a web browser
  • No more “upgrades”, just fresh data every time you log in

Request a Demo to see what Practice SafeGuard can do for your practice.


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Click to see how Practice SafeGuard works with your software

Dentrix G5


Our Customers Say

  • My husband (DDS) and I (office manager) have attended Dr. Lewis’s seminars 4 times over the past 8 years. We always walk away with new ideas to strengthen our practice from the practice management aspect. What always amazes both of us is the endless energy and humorous presentation that Dr. Lewis always gives to his audiences. If you have not seen this presentation, then you are missing one of the best and entertaining seminars in healthcare!

    Dr. and Mrs. JMNew Orleans, LA
  • Any other course on embezzlement other than Dr. Lewis' course is just an imitation! Other speakers may attempt to imitate Dr. Lewis, but they will never duplicate his seminar. No other speaker can bring the passion portrayed by Dr. Lewis’! Dr. Lewis didn’t just read about embezzlement… he lived embezzlement

    Dr. JDPhoenix, AZ
  • Dr. Lewis' book, Employee Embezzlement and Fraud in the Dental Office is an excellent manual and mandatory reading for all healthcare professionals in practice today. The information is well-researched and presented. The main feature for me was the employment portion; prevention of the possibility of embezzlement. That portion alone is an excellent manual on hiring.

    Dr. JDWashington, DC
  • Dr. Lewis' presentation on office embezzlement was exceptionally entertaining and interesting! My only regret was the time permitted was only one full day!?

    Dr. JAPittsburgh, Pennsylvania


Frequently Asked Questions

qDo I need a specific practice management software to run Practice SafeGuard?

aPractice SafeGuard is currently available for OMSVision 2013 and Dentrix G5. We’ll add more Henry Schein applications throughout 2015; check this page or call us for the latest.


Is my data secure, and what precautions does Practice SafeGuard take?


Practice SafeGuard does not manage your database, it mirrors your data and refreshes every five minutes. This way, we don’t actually keep an open connection but you always have the latest entries. We use 128 bit SSL encryption, the most secure connection available, to ensure our access never puts your data at risk. For more details, view our Privacy Policy. Note: Practice SafeGuard is a third party application and manages its security independently from your source applications. We do not guarantee your practice network or software database security. You, as the source database licensee and user, are responsible for full and complete patient confidentiality in compliance with the Health Insurance Portability And Accountability Act (HIPAA).

qHow does Practice SafeGuard affect my software performance?


Practice SafeGuard does not affect software performance. Because it is web-based, no storage is needed on your servers. Your only download is a tiny installer which is less than the size of a word document. All that is needed to keep Practice SafeGuard current is an internet connection to your source database. Note: We are vigilant to ensure that our integrations with OMSVision and Dentrix are always current. If you have specific questions, please contact us.


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Contact Us

  • IMPORTANT: Practice SafeGuard is a confidential service for doctors. For your security, please provide a direct email address and phone number where you have private access. General office information that requires us to go through staff is not secure. This is where you'll be contacted with confidential financial information about your practice.