Example engagement · Dental
A dental practice with a full front desk and an overdue patient list
A well run dental practice where the front desk is busy with patients in the office. New-patient calls sometimes go unanswered, and patients who are overdue for hygiene visits are rarely contacted.
The situation
Where demandwas leaking.
These are the gaps we would look for first in a business like this.
- 01
New-patient inquiries arrive outside office hours and by web form, and replies can take a day.
- 02
Recall reminders depend on someone finding time to send them.
- 03
Patients who have not visited in a long time are never contacted.
- 04
The Google profile is incomplete and reviews are not requested after visits.
What we set up
The systems.We set it up.
Everything lives in the business's own accounts, and the team learns how each part works.
- 01
AI receptionist
We set up an assistant for after-hours and overflow calls that books new-patient visits and hands anything clinical to the team. Privacy requirements are reviewed before it goes live.
- 02
Follow-up & funnels
We built recall and reactivation sequences by text and email, with easy online booking.
- 03
Reviews & referrals
We set up review requests after visits and a simple way for patients to refer family and friends.
- 04
SEO & Google Business Profile
We completed the Google profile and added pages for the treatments the practice wants more of.
How it went
Five stages.In this order.
This is the path an engagement like this follows.
- 01
Diagnose
We looked at how new-patient inquiries and recall were handled and where patients were being lost.
- 02
Design
We prioritized fast replies to new patients, then recall, then reviews and visibility.
- 03
Build
We set the systems up in the practice's own accounts, with rules for what goes to a person.
- 04
Optimize
We reviewed messages and answers with the team and adjusted them.
- 05
Own
The front desk received simple playbooks for running and monitoring everything.
What we would measure
- New-patient inquiries and how quickly each got a reply
- New-patient appointments booked
- Recall and reactivation messages sent, and appointments they produced
- Reviews earned each month
Questions
Common questions.
Is this a real client?
No. This is an example engagement with no client name and no results.
What about patient privacy?
Any tool that touches patient information needs to meet your privacy obligations. That is reviewed before anything goes live, and clinical questions always go to your team.