Service Detail
Dentist intake automation that turns forms into booked appointments.
If your practice gets online inquiries but your schedule still has gaps, the problem is rarely traffic. It's intake.
The core problem:
"Submit" is where patients disappear
Many submissions still route into generic inboxes, creating slow follow-up and lost bookings. Top-tier intake closes that gap immediately.
The four-step intake path
STEP 01
Capture
STEP 02
Confirm
STEP 03
Route
STEP 04
Book
What we build: Intake Workflows
Instant Confirmation
- SMS/email acknowledgment in 60-90 seconds
- Clear next step: callback window or scheduling link
Smart Routing
High-value or urgent inquiries are flagged and moved faster so the front desk can focus where speed matters most.
Patient-Friendly Follow-Up
- 2-hour and 24-hour follow-ups for unbooked leads
- Staff task creation to prevent automation-only dropoff
- Opt-out and consent capture aligned to texting rules
Zero PHI Risk
We use a minimum-necessary model: name, contact, preferred time, and broad service category for scheduling and routing.
What you'll measure
Metric 01
Form submissions
Metric 02
Response time (<5 min)
Metric 03
Booked appointment rate
Metric 04
Follow-up completion