Tag: HIPAA add-on

By Elijah LeFavour, Chief AI Officer at Spectral Vision. Published September 12, 2026.

GHL.Support is independent and not affiliated with HighLevel, Inc. If you start a HighLevel account through a link on this page we earn a commission at no extra cost to you. It never changes a number we publish. Read our full disclosure.

You run a dental practice. Two years ago a marketing company set you up with “the system”: hygiene reminders that go out on schedule, a review request after every visit, a new-patient offer that books itself, and a number that texts back the calls your front desk misses. What nobody told you is the name of the software underneath, or what it costs on its own.

This guide shows you what is inside your account, what it costs to own, what a CSV, a snapshot and a transfer each move, and the one mistake that stops your recall reminders from sending.

What is inside your dental account?

Strip away the branding and your sub-account holds five things: the recall workflow that reminds an overdue patient to book a cleaning, the appointment reminder before a visit, the review request after it, the new-patient offer funnel with its form and calendar, and the missed-call text-back on your front-desk number. HighLevel publishes dental playbooks for all five, and its dental lead-generation playbook says offers are “built into your landing pages, automated reminders, and booking workflows.”

The glue between them is invisible on your screen. HighLevel’s reactivation playbook tells the builder to segment patients by appointment and treatment information, apply tags, and branch the follow-up on conditions. Its operations playbook separates calendars by appointment type, hygiene, new patient exam, emergencies, with provider-specific availability. So your recall system is tag names, the workflows watching them, and the calendars they book into. The playbooks your marketing company most likely built from are HighLevel’s own.

What does GoHighLevel for dentists cost when you own it?

Start with HighLevel’s list price as of September 12, 2026. The Starter plan on its pricing page is $97 a month or $970 a year, with three sub-accounts, unlimited contacts and unlimited users, and the CRM, appointment scheduling, workflow automation, email marketing, SMS marketing and reputation management built in. Unlimited at $297 and Agency Pro at $497 exist for companies that resell the platform, and your practice needs neither.

Usage sits on top, at the rates in HighLevel’s phone system pricing guide: a local number for $1.15 a month, text messages at $0.00747 per segment before carrier fees, outbound calls at $0.0166 a minute, and a fixed 5 percent on the carrier pass-through. Email is $0.675 per 1,000. Here is one recall-scale month, an illustration built from those rates and not a benchmark: one number, 3,000 text segments ($22.41 plus $11.03 in carrier fees at the AT&T rate), 300 call minutes ($4.98), 5,000 emails ($3.38) and a $1.50 campaign fee. That is $44.45 of usage on top of $97, or $1,503.40 a year on annual billing, and your volume sets your figure.

One line changes the budget for a practice. The same pricing page lists a “HIPAA compliance” add-on at $297 a month, and HighLevel’s HIPAA add-on guide describes it as encryption of ePHI, a Business Associate Agreement, audit logging and enforced MFA, non-cancellable once enabled, activated at the agency and then switched on per sub-account. Those are the vendor’s words for what it offers, and whether your practice needs it, and whether your patient-data handling meets your obligations, is a question for your own counsel before you move a record. Hold the $500 to $3,000 a month range we see beside these numbers. The plan-by-plan detail lives in our GoHighLevel pricing guide.

What a CSV, a snapshot and a transfer each move

You have three ways to leave, and they carry different things. A contact export is a spreadsheet. HighLevel’s export guide says it carries names, emails, phone numbers, tags and custom fields, only an Admin user runs it, and it does not include automation history.

A snapshot, which only your marketing company creates, copies the configuration. HighLevel’s snapshot overview covers configurations and reusable assets and does not transfer contacts, appointments, conversations or live account history. So a snapshot holds your recall logic with no patients in it.

A sub-account transfer moves the whole account. HighLevel’s transfer guide says the releasing agency starts it, the receiving side approves it, HighLevel does not support partial transfers, and the receiving agency must have the required capacity, compliance add-ons and an active account before it begins. Its eject guide adds the catches: every automation arrives set to Draft, contacts remain inside the workflows they were in, your external calendars disconnect, and you restore Facebook, Google and Stripe settings by hand. Transferred is not live.

The trap: your recall runs on logic a patient list does not carry

Here is where a practice’s recall goes quiet. A recall workflow starts when a tag lands on a patient record. HighLevel’s contact tag trigger “checks if any tag is added to a contact or removed from a contact,” and tags are case-sensitive. Your CSV carries the tag names, and it does not carry the trigger, the wait step, the calendar filter or the rule that stops the reminder once the patient books. Import the list into a fresh account and nothing fires, because no workflow existed to watch those tags.

The patients already inside a workflow are a second problem. HighLevel’s wait step guide says contacts already in a wait keep their existing wait when you change it, and its workflow builder FAQ says contacts in waiting steps stay at their current step when a workflow goes to Draft. So after a transfer, a patient due for a reminder in three weeks sits parked in a Draft workflow. Publish blind and every patient whose wait already ran out moves on the moment you do. Leave it in Draft and nothing fires.

Two more rules bite practices. HighLevel’s customer booked appointment trigger fires only when the patient books through a link, so appointments your receptionist books never enter that reminder path. And its workflow settings guide says appointment-triggered workflows always allow re-entry per appointment, whatever the toggle says. Ask your marketing company for the workflow logic and the tag map, not only the contacts.

The patient data question sits alongside: the platform stores calendar consent text and the patient’s IP, per its consent checkbox guide, and agreements with anyone who handles patient data are yours to put in place. Have your counsel confirm the handling before any export leaves.

The migration order that keeps reminders flowing

Do these in sequence so you, not the calendar, set the switch date.

• Inventory the account: every tag name, every workflow and its trigger, every calendar, the review template, the front-desk number, and who holds each login.
• Export your contacts as a backup the same day, with the tag and custom-field columns visible so the export includes them.
• Open the receiving account in your practice’s name and on your card, with the HIPAA add-on decision made with counsel first.
• Move the phone number and re-register its texting under your own business, then send and receive a test text before anything else.
• Transfer the intact sub-account, or load the agreed snapshot and import the contacts with the tag column mapped.
• Open every workflow in Draft, check where waiting patients sit, then publish one at a time and watch each first run.
• Book one test appointment through the link and one at the front desk, and confirm both get a reminder.
• Cancel the old arrangement last, after every step above has passed.

Step four matters because HighLevel’s messaging policy says HighLevel does not retry failed texts automatically, so a number that moves before its registration leaves you with a silent gap. Our contractor migration guide covers porting and A2P timing, and our automations guide covers building reminders.

When keeping your dental marketing company is the right call

Sometimes the retainer is your best hire, because recall and reputation campaigns are ongoing work. HighLevel’s review request guide covers templates, cadence, retries and review links, and someone has to review failed sends and re-enroll patients. HighLevel sells a done-with-you setup for $1,000 and Premium Support for $500 a month in its pricing guide, the vendor’s own evidence that setup and support are real jobs.

Here is my honest read: the fee is fair when it buys named work you see every month, and weak when it buys a branded login. Ask your marketing company for last month’s list of work, the platform line on your invoice, and your usage rate for texts. Read your contract for the ownership terms before you give notice, because the transfer starts on their side.

Ready to own your practice’s account? Here is how we help

Spectral Vision runs its own HighLevel agency account, so we are not here to say every dental marketing company overcharges you. I read HighLevel’s three dental playbooks, its contact-tag trigger guide, its wait-step and workflow settings pages, its snapshot, export and transfer guides and its HIPAA add-on page before writing this, and not one of them says a patient list carries the rules that send a recall reminder.

Sign up for your own HighLevel account through our link and we migrate your contacts, pipelines, calendars, automations and funnels into it at no charge. You pay HighLevel directly, from $97 a month. We port your number and re-register A2P under your own business as part of the move.

The money comes from HighLevel, not from you. Its affiliate policy pays referrers 40 percent of the subscription each month, which on Starter is $38.80 to us and nothing extra to you.

GoHighLevel for dentists: the questions practice owners ask

Is my dental marketing company’s system actually GoHighLevel?

Look at the links your patients receive. Booking, review and form links on a domain you do not recognise, or a LeadConnector app on your phone, point to a HighLevel sub-account under your marketing company’s plan. Ask them directly, in writing.

If I export my patients and tags, will their recall texts keep working?

No. The export carries the tag names as data. The trigger that watches a tag, the wait before the reminder and the rule that stops it when the patient books live in the workflow, which a CSV does not include. You rebuild the workflows or move them by snapshot or transfer.

What happens to patients waiting inside a recall workflow when I transfer?

HighLevel’s eject guide says automations arrive in Draft and contacts remain in the workflow. Each waiting patient keeps the timer they had. Open every workflow before you publish, see which patients sit where, and publish one at a time.

What does GoHighLevel for dentists cost with the HIPAA add-on?

Starter is $97 a month and HighLevel lists the HIPAA add-on at $297 a month, or $970 and $2,970 a year on annual billing, as of September 12, 2026. Usage for texts, calls and email sits on top at published rates. Whether your practice needs the add-on is a decision to make with your counsel.

Can my marketing company read patient texts in my HighLevel account?

HighLevel’s permissions guide says agency admins hold global authority across all sub-accounts, and conversation access is a setting the agency configures. Your login does not show who else has one, so ask for the user list.

Do I have to rebuild everything if my marketing company will not cooperate?

You keep the contact export, port your number, register texting under your own business and rebuild the workflows in an account you own. HighLevel’s transfer needs the releasing side to start it, so check your contract’s ownership terms first. Our calendar guide covers the booking side.

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