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04 · GROWTH & REPUTATION ENGINE

Know where patients come from.

Every enquiry tagged by source — Google, Instagram, referral, website, Smile Bot, event — and followed up until it becomes a visit.

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Your practice★ 4.9 · 212 reviewsBook online →
SPEND WHERE IT WORKS

Marketing you can’t attribute is marketing you can’t manage.

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

Tracked from first touch

Call tracking numbers, UTM links, QR codes and “how did you hear about us” captured automatically.

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

Referrals rewarded

Referrer identified and thanked; your programme rules applied.

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

Follow-up until booked

New lead → text within minutes → call by assistant → human if needed.

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

Pipeline by source

Enquiries, bookings and show rate for each channel.

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

Cost per new patient

Connect ad spend and see what a new patient costs by channel.

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

Specialist referrals

Track referrals you send out and receive, with status.

WHAT YOU GETSpend goes where patients come from
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 · REFERRAL & LEAD TRACKING

Watch the whole flow, step by step.

Know which sources bring new patients — and close more of them. 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
Referral & Lead TrackingScripted demo
Step 1
1 / 5
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  1. 1Queue of patients
  2. 2Referral from Lina P. → Grace W. booked
  3. 3Clinic: “Hi Lina, thank you for referring Grace to Dental Agentic Clinic! A $25 thank-you credit has been adde
  4. 4Breakdown appears
  5. 5Every new patient traced to its source · referrers thanked 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
TriggerNew enquiry arrives
2
Dental AgenticSource tagged; follow-up triggered
✓
ResultSpend goes where patients come from

Common questions

Does it work with our ads agency?

Yes — we share attribution or take the whole funnel.

Is call tracking compliant?

Yes; callers are informed where recording is on.

Can we see this per location?

Yes.