1. Hygiene recall + reactivation
Pulls your overdue list from Open Dental / Dentrix / ClearDent / Curve. Multi-touch SMS + email recall sequences with timed follow-up. Separate sequences for 6-month overdue, 12-month, 18-month+ dormant. Books appointments straight into your PMS calendar.
- Multi-cohort recall sweeps
- Dormant-patient win-back ($500K-$1.5M opportunity per practice)
- Two-way SMS — patient replies, your front desk sees it
2. Treatment-plan completion automation
Tracks every diagnosed but unscheduled treatment. Triggers a follow-up sequence at 7 days, 30 days, 90 days. Routes to the front desk on reply. Owner dashboard shows treatment-plan completion rate by provider.
- Diagnosed-but-unscheduled tracking
- Timed follow-up sequences with patient education content
- Provider-level completion rate dashboards
3. Review velocity automation
Post-appointment SMS review request, timed for the visit type (same-day for hygiene, 48 hours for restorative, 7 days for surgical). Negative feedback intercepted privately. Practices typically add 25–50 Google reviews in the first 90 days.
- Visit-type-aware review timing
- Provincial dental college / ADA advertising rules respected
- Negative feedback to private inbox before public site
4. After-hours call rescue
AI receptionist answers after-hours calls, books emergency or new-patient appointments, sends SMS confirmation. Routes complex calls to a human callback. Eliminates the "competing-chain has 24/7 booking" disadvantage.
- After-hours, weekends, lunch coverage
- Trained on your services, hours, fee schedule
- Emergency triage routing
5. Owner dashboard
One screen: hygiene recall response rate, dormant-patient revenue recovered, treatment-plan completion rate, review velocity, after-hours bookings recovered. Monthly PDF for the practice meeting.
- Weekly + monthly KPIs
- Per-provider, per-hygienist breakdown
- Recovered-revenue calculation
Built around your PMS, not replacing it.
Your team keeps using Open Dental, Dentrix, ClearDent, or Curve exactly the way they do today. We integrate as a layer on top. The front desk doesn’t learn a new tool. Our system fills the gaps your PMS was never designed to fill.