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03 · OPERATIONS & CASH FLOW

Get paid faster, with less chasing.

Text-to-pay links, deposits for high-value bookings, automated balance reminders and receipts — connected to your existing processor.

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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 ✓

SMOOTHER PAYMENT JOURNEY

From “you have a balance” to “paid” in one tap.

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

Text-to-pay

A secure link in a text; the patient pays on their phone; receipt sent; balance updated.

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

Deposits where they matter

Require a deposit for long or cosmetic bookings to cut no-shows on your most valuable slots.

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

Gentle balance reminders

Sequenced reminders for outstanding balances, with a payment link in every one.

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

Family balances in one view

See who owes what and why across a family, prioritised by amount and age.

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

Works with your processor

We connect to the processor you already use; no new merchant account unless you want one.

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

Collections reported

A/R days, collected via link, outstanding by age.

WHAT YOU GETCollections up, A/R days down
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 · PAYMENT PROCESSING

Watch the whole flow, step by step.

Get paid faster with secure, automated payment links. 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
Payment ProcessingScripted demo
Step 1
1 / 7
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  1. 1Clinic: “Hi Lina, to hold your whitening appointment on Saturday at 11:00 am, a $150 deposit is required. Secu
  2. 2Dental Agentic Clinic
  3. 3Payment processing…
  4. 4Clinic: “Payment of $150 received — thank you, Lina. Your receipt has been emailed and your Saturday appointme
  5. 5Patient: “Thanks! Will this come off the final bill?”
  6. 6Clinic: “Yes — the deposit is applied to your treatment total on the day.”
  7. 7Paid in under a minute · receipt sent · recorded on the patient record

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
TriggerBalance due after treatment
2
Dental AgenticText-to-pay link with receipt
✓
ResultCollections up, A/R days down

Common questions

Do you hold our money?

No. Funds settle to your account through your processor.

Can we offer plans?

Yes, instalment links where your processor supports them.

Is card data stored by you?

No — tokenised by the processor; we never see card numbers.