AI workflows tuned to the dental-ops cadence.
Unscheduled treatment-plan follow-up routed to the named front-desk lead or owner-DDS — plus hygiene reappointment and recall-reactivation touches drafted in the practice’s voice, reviewed, edited, and sent by the dental operator. One human owner on each touch. One number pinned at discovery and read at the end.
Audit and Implementation · Consulting pricing stays off the public site by design — those are scoped after a paid discovery conversation.
Vertical-aware intro
Independent dental practices do not lose production because the team lacks one more dashboard. They lose it in the handoff: an unscheduled treatment plan sits in the chart while the front desk verifies insurance, a hygiene patient leaves without the next appointment, or a recall list grows until reactivation feels like a campaign. The workflows below are tuned to those dental-ops moments — treatment-plan follow-up routed to the named front-desk lead or owner-DDS, hygiene reappointment drafts written in the operator’s voice, and recall reactivation reviewed before it ever reaches a patient.
Example systems — In a dental practice
Two worked systems, tuned to the dental-ops cadence.
Map built each one with the named front-desk lead or owner-DDS + our practitioner. Ship rehearsed the prompts on the first real busy week. Owner runs it against the treatment-plan, hygiene-reappointment, or recall-reactivation number the practice already watches.
The first covers the unscheduled treatment-plan handoff. The second covers the hygiene reappointment and recall-reactivation touches most practices stop at “send a reminder and hope.”
Scenario · Unscheduled treatment-plan follow-up
AI drafts treatment-plan follow-up for the front-desk or owner-DDS lane.
Map
01
One front-desk lead + one owner-DDS, named on day one.
An accepted treatment plan is still unscheduled after the patient leaves. The AI drafts the next follow-up from the treatment notes and routes it to the named front-desk lead or owner-DDS lane. The number pinned: treatment plans scheduled within the practice’s chosen follow-up window.
Ship
02
A draft queue beside the front desk’s real work.
The treatment-plan follow-up is written in the voice the patient heard at the consult. The named operator opens the draft, edits the clinical or scheduling context where it is wrong, and approves it before send. The runbook lives in the practice’s existing stack, not a vendor portal.
Run
03
Every unscheduled plan has an owner and a next touch.
The front-desk lead reviews the queue on the agreed cadence with the owner-DDS. AI drafts; the named dental operator reads, edits, and sends. No patient receives a treatment-plan follow-up without a human owner attached to it.
This is a worked illustration, not an engagement quote. The price for your workflow is scoped after Map — never on a marketing page.
Scenario · Hygiene reappointment + recall reactivation
Operator-reviewed drafts for hygiene reappointment and recall reactivation.
Map
01
Hygiene reappointment and recall reactivation, named by lane.
AI drafts the five-month hygiene reappointment touch, the six-month recall reminder, and the reactivation note for inactive patients. The named front-desk lead or owner-DDS reviews each draft in under three minutes. The number pinned: reappointment or recall-reactivation rate.
Ship
02
One review queue owned by the dental operator.
Prompts are written in the practice’s voice, with the last visit and intended appointment lane attached. The front-desk lead or owner-DDS opens each draft, edits where it is wrong, and sends from the practice’s number. The AI never bypasses the human review step.
Run
03
Recall reactivation becomes a weekly practice habit.
The named operator owns the Friday review and reads the result against the practice’s existing schedule number. AI drafts the hygiene reappointment and recall-reactivation follow-ups; the human reviews, edits, and sends each one.
This is a worked illustration, not an engagement quote. The price for your workflow is scoped after Map — never on a marketing page.
What this page is not
An explicit non-list — for dental operators.
- A hosted AI receptionist configured before a paid discovery conversation — the Workflow Audit + Implementation · Consulting are scoped after Map, never on a marketing page.
- A subscription platform with monthly logins or per-message billing stacked on top of the kit.
- A PMS/EHR-grade clinical integration — the AI sits next to the practice’s existing tools, not inside the patient chart.
- A new marketing channel — these workflows use the treatment plans, hygiene appointments, and recall lists the practice already has.
- Generic patient outreach with no named reviewer — the front-desk or owner-DDS lane is part of the workflow definition.
If you want any of the above, the add-on engagement bands below are the right next step — Workflow Audit and Implementation · Consulting are scoped after a paid discovery conversation, not a project on your books and not a retainer you cannot close.
Dental cadence reminders
What stays the same in any dental workflow.
- The AI drafts; the named front-desk lead or owner-DDS reviews, edits, and sends.
- Unscheduled treatment plans get a named lane instead of disappearing into a shared inbox.
- Hygiene reappointment and recall reactivation stay specific to the patient’s existing practice cadence.
- The practice reads the result against a number it already owns — no new dashboard required.
Three next steps · one product family
Pick the next step that fits the dental gap you just walked through.
No pricing on Audit or Implementation · Consulting — those are scoped after a paid discovery conversation. The shortest exit is the 3-minute diagnostic; the third exit below is a 90-second demo with no auto-reply loop.
Self-install · ship this week
AI Workflow Starter Kit — $97 one-time
Nineteen templates across four bonus modules, with master guides inlined in the delivery email. Pick treatment-plan follow-up, hygiene reappointment, or recall reactivation first; ship it before the next patient slips out without a next step.
Single payment — no subscription, no per-message or per-call fee stacked on top of the kit.
Discovery-call first
Workflow Audit
A mid-engagement option between the $97 self-serve starter and a full done-with-you install — a weekly cadence with prompt reviews, vendor selection, front-desk training, and a monthly outcomes review against the treatment-plan, reappointment, or recall number you pinned.
After one paid discovery conversation — distinct from the demo and from buying the starter kit.
See it run first
Free 90-second AI Demo
A guided pre-assessment, not an open chatbot. Tell the front desk where the dental-ops gap sits today — unscheduled plans, hygiene reappointment, or recall reactivation — and the agent names the workflow that fits it. Andrew reviews every transcript before any reply goes out.
No auto-reply, no upsell email loop. A real reply in writing within one business day.
Dental workflow FAQ
The short answers before you choose a lane.
Human review, practice-specific cadence, and a clear boundary between a self-serve kit and a scoped engagement.
Treatment-plan follow-up · hygiene reappointment · recall reactivation
Start at Map.
If none of the three above fit, start at Map — one paid discovery conversation with the named front-desk lead or owner-DDS and we come back with a written scope against the treatment-plan, hygiene-reappointment, or recall-reactivation number the practice already watches.
Book the discovery callAfter the discovery conversation, you get a written scope — the workflow, the phase plan, the deliverables, and the price. You can close the loop whether or not you sign on, and you can take the dental short-list forward without us.