Self-score before the teardown

Find the weakest front-desk handoff in one dental workflow.

Score one generic workflow from patient inquiry to booked appointment or next action. The result stays in the browser and creates a short non-sensitive teardown request.

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Missed-call ownership

  • Every missed call creates a visible owner and callback task.
  • Voicemail, web requests, and failed callbacks are reviewed the same day.
  • The practice manager can see uncontacted inquiries without asking staff.

New-patient scheduling

  • New-patient inquiries have a first-response target measured in hours, not days.
  • No-answer prospects have a default second touch and simple booking prompt.
  • Lead source, requested appointment type, and next action are captured without retyping.

Treatment-plan follow-up

  • Unscheduled treatment plans have an owner, follow-up date, and non-clinical next action.
  • Estimate or payment questions do not sit in memory or scattered notes.
  • Old unscheduled plans are reviewed before the schedule looks light.

Recall reactivation

  • Overdue hygiene and recall lists are segmented before outreach.
  • Failed reminders and non-responders are reviewed by a person.
  • Reactivation attempts have simple non-clinical reason codes.

No-show rescue

  • No-shows trigger a same-day rebook attempt and waitlist check.
  • The front desk can see which no-shows still need a next action.
  • Same-week schedule gaps are reviewed before they become lost chair time.

Owner visibility

  • The dentist or practice manager can see stuck front-desk work in one view.
  • The review habit does not require manual spreadsheet updates.
  • One person owns the weekly exception review.