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03 · OPERATIONS & CASH FLOW

Your practice, in your pocket.

Inbox, schedule, approvals and the daily scoreboard on your phone — for owners and managers who are not always at the desk.

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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 ✓

RUN IT FROM ANYWHERE

Chairside, between locations, on holiday — still in control.

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

Inbox on the go

Read and reply to patient threads; approve what the assistant flagged.

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

Today at a glance

Calls answered, bookings, gaps and who’s overdue — before your first coffee.

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

Approve in one tap

New workflow, refund request, waitlist override — approve or decline from a notification.

Your practice★ 4.9 · 212 reviewsBook online →
✓Profile updated
MapsSearch

Multi-location switch

Flip between practices; see the group total.

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

Secure

Biometric sign-in, role-based access, remote sign-out.

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

No app store hunt

A web app that installs from a link on iPhone and Android.

WHAT YOU GETPractice runs while you’re out
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 · MOBILE APP

Watch the whole flow, step by step.

Manage conversations and bookings on the go. 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
Mobile AppScripted demo
Step 1
1 / 6
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  1. 1Live numbers update
  2. 2Queue of patients
  3. 3Opens Marcus T.
  4. 4Patient: “Hi, is the crown covered by my plan?”
  5. 5Clinic: “Hi Marcus, Dr. Patel here. We’ve sent a pre-authorization to your insurer and will confirm your cover
  6. 6Reply from anywhere · full patient context on the phone

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
TriggerYou’re away from the desk
2
Dental AgenticReply, book and approve from your phone
✓
ResultPractice runs while you’re out

Common questions

Is it for staff too?

Yes, with front-desk roles seeing only what they need.

Does it replace the desktop view?

No — same system, phone-sized.

Push notifications?

Yes, only for items that need you.