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03 · OPERATIONS & CASH FLOW

See what’s working. Fix what isn’t.

Calls answered, texts sent, bookings, no-shows, recalls, reviews and revenue recovered — live, by location, in one dashboard.

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97%calls answered
31bookings this week
12recalls booked
$4,160recovered this month · sample
DECISIONS ON DATA, NOT GUT FEEL

Your front desk produces numbers all day. Now you can read them.

97%calls answered
31bookings this week
12recalls booked
$4,160recovered this month · sample
✓Updated live
WeeklyIn dollars

Front-desk scoreboard

Answer rate, missed calls, text-back replies, bookings by channel, by hour and by day.

Live availability · Advanced Analytics
Mon
Tue
Wed
Thu
Fri
Tue 10:30 am selected → Book
✓Booked Tue 10:30
Real openingsSynced

Schedule health

Fill rate, gaps, cancellations, refill time, hygiene due vs. booked.

Day 0Textwith booking link
Day 4Emailsame message, more detail
Day 10Assistant callbooks or takes a note
Day 20Humanshort list for your team
✓Stops when booked
Day 0Day 4Day 10

Patient flow

New enquiries → booked → showed → treatment accepted, with where each one came from.

THIS WEEK
Missed calls14
Recovered9
9 × $400 = $3,600 saved · sample
✓Recovered
Missed callsRecovered

Revenue recovered

The leak report: missed calls saved, lapsed patients back, unscheduled treatment booked — in dollars.

97%calls answered
31bookings this week
12recalls booked
$4,160recovered this month · sample
✓Updated live
WeeklyIn dollars

Multi-location roll-up

Compare locations side by side; drill into one.

Unified inbox
Missed call · text-backReplied “Thursday please”
Recall · Day 4 emailOpened, no reply
Smile Bot leadWhitening · preview sent
FormCompleted 2 of 3
✓Assigned to Maya
One inboxThreaded

Monday email

The one-page summary lands in your inbox every Monday. No login required.

WHAT YOU GETDecisions on data, not gut feel
HOW FASTLive within about 14 days of your audit — no new software for your team.
YOUR RULESRuns in your practice’s name, with consent, opt-out and AI disclosure built in.
PREVIEW · ADVANCED ANALYTICS

Watch the whole flow, step by step.

Real-time insight into calls, bookings and conversion. This is the scripted walkthrough with a sample patient — every step below plays on the phone as it would in your practice. The interactive version is right underneath.

9:41
Advanced AnalyticsScripted demo
Step 1
1 / 5
Book a free audit →
  1. 1Live numbers update
  2. 2Breakdown appears
  3. 3Insight: Instagram leads book at 2× the rate when answered in under a minute
  4. 4Suggested action
  5. 5Every channel measured from first contact to booked visit

Explore the other modules

One AI workforce. Start with the modules that leak the most revenue; add the rest when you’re ready.

AI Voice ReceptionistNever miss a call. AI answers, qualifies and books.Missed-Call Text-BackInstantly turns every missed call into a conversation.2-Way SMS & WebchatReal-time texting your team can jump into anytime.Unified InboxCalls, texts, chats and emails — one inbox for the whole team.24/7 Online BookingPatients book anytime, anywhere — synced to your schedule.Automated RemindersTexts and emails that cut no-shows without front-desk effort.Hygiene Recall ReactivationOverdue hygiene patients brought back automatically.No-Show & Waitlist FillFill openings fast and minimise lost production.Digital Forms & IntakeSecure digital paperwork completed before every visit.Payment ProcessingGet paid faster with secure, automated payment links.Built-in CRMTrack every stage of the patient journey in one place.Custom AutomationsYour repeat admin, handled by workflows you approve.Advanced AnalyticsReal-time insight into calls, bookings and conversion.Mobile AppManage conversations and bookings on the go.Smile BotVisitors see their future smile in 60 seconds — and become leads.Review ManagementAutomated review requests after every visit — grow your rating.Google Business ProfileKeep your profile current, rank higher, get more calls.Patient ReactivationWin back inactive patients with targeted outreach.Email & SMS OutreachNurture and engage patients at scale, with consent honoured.Referral & Lead TrackingKnow which sources bring new patients — and close more of them.Practice Performance ReportingClear monthly reports to measure and grow.Missed-Call Revenue RecoveryEvery unanswered call texted back and booked.Unscheduled Treatment Follow-UpAccepted-but-unbooked treatment plans chased until scheduled.Lapsed Patient Win-BackPatients not seen in 12–18 months re-engaged in sequence.Insurance Benefits Reminders“Use it before you lose it” campaigns ahead of year-end.Revenue Leak DashboardSee what slipped each week — and what was recovered.

Find out what your front desk is costing you.

We call your clinic three times, test your website and Google profile, and send a one-page scorecard with a conservative dollar figure. Free, no strings, 48 hours.

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HOW THIS MODULE WORKS
1
TriggerMonth end
2
Dental AgenticLive dashboard of calls, bookings, sources
✓
ResultDecisions on data, not gut feel

Common questions

Where does the data come from?

Phone, messaging, booking and CRM events we run, plus PMS production where connected.

Can we export?

Yes, CSV and scheduled PDF.

Is it real time?

Front-desk metrics are live; PMS-based metrics refresh nightly.