Home › Features › Unified Inbox

01 · ALWAYS-ON PATIENT COMMUNICATION

Calls, texts, chats, emails. One inbox.

Every patient conversation in one threaded view, with assignment, status and the assistant’s summaries — so nothing slips between shifts.

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Unified inbox

Missed call · text-backReplied “Thursday please”

Recall · Day 4 emailOpened, no reply

Smile Bot leadWhitening · preview sent

FormCompleted 2 of 3

ONE PLACE TO LOOK

Five channels, one screen, zero “did anyone get back to her?”

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

Everything, threaded by patient

A call summary, the text that followed and the form they filled sit in one timeline per patient.

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

Assign, snooze, resolve

Hand a thread to a colleague, snooze it to Monday, mark it done. The morning huddle takes two minutes.

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

The assistant’s notes, front and centre

Each AI-handled call or chat arrives already summarised and tagged, so a human can act without replaying anything.

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

Works on the phone

Owners and managers see and reply from their phone; nothing is lost when someone is off-site.

97%calls answered

31bookings this week

12recalls booked

$4,160recovered this month · sample

✓Updated live

WeeklyIn dollars

Team visibility without noise

Only flagged items need attention; the rest is logged quietly for the record.

Secure form · completed on phone

First nameAishaMobile(416) 555-0123InsurerSun LifeI consent to be contacted about my appointment

Submit ✓

✓Form completed

SecureOn phone

Audit trail for every message

Who said what, when, on which channel — retained and exportable.

PREVIEW · UNIFIED INBOX

Watch the whole flow, step by step.

Calls, texts, chats and emails — one screen. 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

Unified InboxScripted demo

Step 1

1 / 11

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1Queue of patients
2Assistant handled 3 overnight · 2 flagged for the team
3Jenna opens Marcus T. · full history shown
4Patient: “Hi, my insurance changed to Manulife. Do you need anything before Thursday?”
5Clinic: “Thanks, Marcus. I’ve flagged this for our front desk so your file is updated before your visit.”
6Clinic: “Hi Marcus, Jenna from the front desk. Please send a photo of the front and back of your new card and
7Patient: “Sent — thanks!”
8Clinic: “Received and updated. You’re all set for Thursday at 2:00 pm.”
9Jenna opens Daniel K. · email
10Clinic: “Hi Daniel, your receipt for Oct 28 is attached. Let us know if you need anything else for your claim.
115 of 5 resolved before 8:30 am · 3 by the assistant, 2 by the team with full context

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.

Common questions

Is this another app for staff to learn?

It’s one screen, and the assistant does most of the triage. Most teams are comfortable in a day.

Does it connect to email?

Yes — your practice inbox can be routed in so patient emails are part of the same thread.

Can we keep using our PMS notes?

Yes. Summaries can be pushed to the patient record where your PMS allows it.