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03 · OPERATIONS & CASH FLOW

Every patient, every touch, one record.

From first enquiry to treatment to recall: a CRM built for dental practices, sitting beside your PMS and fed automatically by every call, text and form.

Book a free auditWatch the demo
Unified inbox
Missed call · text-backReplied “Thursday please”
Recall · Day 4 emailOpened, no reply
Smile Bot leadWhitening · preview sent
FormCompleted 2 of 3
KNOW WHERE EVERY PATIENT STANDS

Your PMS stores the chart. This tracks the relationship.

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

Logged without typing

Calls, texts, chats, forms and bookings are recorded automatically on the patient’s timeline.

Priority list · auto-ranked
S. Ahmedoverdue 7 moText sent
J. Parkoverdue 11 moBooked ✓
M. Rossiaccepted crownCall today
L. Chenoverdue 14 moEmail sent
✓Auto-ranked
OverdueAccepted tx

Pipelines for what matters

New-patient enquiries, unscheduled treatment, recall, cosmetic consults — each a stage-by-stage view.

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

Tags that trigger action

“Interested in aligners” triggers a sequence; “insurance question” routes to the right person.

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

Source attribution

Google, Instagram, referral, website, Smile Bot — know where new patients actually come from.

Secure form · completed on phone
Submit ✓
✓Form completed
SecureOn phone

Works with your PMS

Two-way sync where an API exists; a clean nightly import where it doesn’t.

Secure form · completed on phone
Submit ✓
✓Form completed
SecureOn phone

Yours, exportable

Your data, in your account, exportable any time.

WHAT YOU GETKnow exactly where each patient stands
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 · BUILT-IN CRM

Watch the whole flow, step by step.

Track every stage of the patient journey in one place. 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
Built-in CRMScripted demo
Step 1
1 / 5
Book a free audit →
  1. 1Queue of patients
  2. 2Stage: Treatment accepted → Scheduled
  3. 3Next steps
  4. 4Tags
  5. 5Every call, text, form and booking on one record — filled automatically

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
TriggerLead → new patient → treatment → recall
2
Dental AgenticEvery touch logged automatically
✓
ResultKnow exactly where each patient stands

Common questions

Is this replacing our PMS?

No — the PMS remains the clinical record. This is the communication and growth layer.

Who can see what?

Role-based: front desk, managers, owners.

Can we import our existing contacts?

Yes, with consent flags preserved.