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02 · SMART SCHEDULING & RETENTION

Paperwork done before they walk in.

Medical history, consent and insurance forms sent with the booking, completed on the patient’s phone, tracked until done — and attached to the visit.

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Your practice · text

Hi, do you have anything this week?

Yes! Thursday 4:30 or Friday 10:15 — which works?

Thursday please.

Booked · confirmation sent ✓

KICK THE CLIPBOARD TO THE CURB

Intake that is complete, legible and already in the chart.

Your practice · text

Hi, do you have anything this week?

Yes! Thursday 4:30 or Friday 10:15 — which works?

Thursday please.

Booked · confirmation sent ✓

✓Reply sent
SMSWeb chatWhatsApp

Sent automatically with the booking

New patient books → forms link in the confirmation → reminder if incomplete 24 h before.

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

Mobile-first, bilingual

Large fields, signatures by finger, English and French. Completes in minutes.

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

Pre-filled from what you know

Name, DOB, contact and insurer pre-populated; patients only fill what’s new.

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

Tracked, nudged, flagged

See who hasn’t completed; the assistant nudges; staff are flagged only when needed.

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

Into the chart

PDF to the patient record, or write-back where your PMS supports it.

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

Secure and retained

Encrypted in transit and at rest, Canadian or US residency, retention by your policy.

WHAT YOU GETPatient walks in ready; no clipboard
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 · DIGITAL FORMS & INTAKE

Watch the whole flow, step by step.

Secure digital paperwork completed before every visit. 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
Digital Forms & IntakeScripted demo
Step 1
1 / 8
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  1. 1Clinic: “Hi Daniel, please complete your new-patient form before Thursday — it takes about 3 minutes: dentalag
  2. 2Form filled in
  3. 3Form filled in
  4. 4Form filled in
  5. 5Form filled in
  6. 6✓ Form complete
  7. 7Clinic: “Thank you, Daniel — your forms are complete. We’ll verify your coverage before Thursday.”
  8. 8No clipboard at the desk · allergy flagged · insurance verified in advance

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
TriggerNew patient books
2
Dental AgenticIntake + consent forms sent and tracked
✓
ResultPatient walks in ready; no clipboard

Common questions

Can we use our own forms?

Yes — we rebuild them digitally, including consent wording from your advisor.

Tablet in office?

Yes, same forms on a front-desk tablet for walk-ins.

Are signatures valid?

Electronic signatures with timestamp and IP are recorded; confirm requirements with your regulator.