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03 · OPERATIONS & CASH FLOW

Your repeat admin, handled.

Anything your team does the same way every week — lab case follow-ups, insurance pre-auth chasing, birthday notes, end-of-day reports — mapped, automated and approved by you.

Book a free auditWatch the demo
Priority list · auto-ranked
S. Ahmedoverdue 7 moText sent
J. Parkoverdue 11 moBooked ✓
M. Rossiaccepted crownCall today
L. Chenoverdue 14 moEmail sent
DONE-FOR-YOU, NOT DIY

You describe the task. We build the workflow. You approve it.

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

Start with the audit

We watch a day at your front desk and list the twenty things that repeat. You pick the first five.

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

Built to your rules

Every workflow has an owner, a trigger, an action and an exception path to a human.

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

Examples that ship in week one

Lab case due reminders, pre-auth status chasing, post-op check-in texts, Friday production summary to the owner.

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

Approved before it runs

You see it run on test data, sign off, then it goes live. Change requests are a message away.

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

Monitored

Every run is logged; failures alert us, not your patients.

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

Grows with you

Add a workflow a month; retire the ones you outgrow.

WHAT YOU GETHours back to your team each week
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 · CUSTOM AUTOMATIONS

Watch the whole flow, step by step.

Your repeat admin, handled by workflows you approve. 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
Custom AutomationsScripted demo
Step 1
1 / 5
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  1. 1Form filled in
  2. 2Form filled in
  3. 3Approved by the practice manager · live
  4. 4Queue of patients
  5. 5Repeat admin runs itself · every rule visible and editable

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
TriggerA task repeats every day
2
Dental AgenticWe map it, automate it, you approve it
✓
ResultHours back to your team each week

Common questions

What can’t be automated?

Clinical judgement and anything your regulator requires a licensed person to do.

Do we need technical staff?

No. We build and maintain; you approve.

How long does a new workflow take?

Most ship in 3–7 days.