Front desk recall and treatment follow-up

Dental clinic workflow audit for recall, unscheduled treatment, and front desk admin

Help the front desk keep recall, hygiene reactivation, unscheduled treatment, cancellations, intake forms, and patient follow-up from becoming manual busywork.

Book a 30-minute fit call Send workflow details

Free fit call · CAD $750 Workflow Blueprint · Builds from CAD $3,500

Built by Duncan Anderson, an AI engineer and data scientist who builds practical automation around real operating workflows.

What usually breaks

Where dental clinics lose time or revenue

The first audit is deliberately narrow. We identify the repeatable workflow, the owner, the inputs, the status points, and the places where a small automation would actually survive daily use.

Overdue recall lists are pulled irregularly and worked inconsistently.

Unscheduled treatment plans do not have a clear follow-up owner or next-touch date.

Cancellations create holes that are filled manually under pressure.

Patient intake or insurance follow-up requires repeated staff chasing.

Workflow Blueprint

A fixed first step before any larger automation build

For CAD $750, the Blueprint maps the current workflow, identifies the real bottleneck, scores what is worth automating, and produces a fixed build quote. The fee is fully credited toward your first build.

Workflow map with inputs, owners, tools, handoffs, and status points.

Automate / keep human / redesign / buy recommendation.

First-build plan with trigger, data source, review step, output, and owner.

Risk boundary for what AI can prepare and what your team must approve.

Offer path

Operations Inbox and Admin Queue

A practical queue for owner, status, aging, missing information, and next action.

First build could be

A small workflow your team can review

Recall and unscheduled-treatment follow-up queue with next action and owner.

Not this

Clear scope boundary

This supports front desk follow-up and admin consistency, not clinical judgment.

Workflow map

The audit follows the real work, not a generic AI checklist

The audit targets front desk admin and follow-up consistency; clinical judgment stays with the clinic.

Patient segment: overdue recall, unscheduled treatment, cancellation, incomplete intake, insurance/document follow-up.

Data source, status, last contact, next recommended touch, channel, and owner.

Message templates by patient context with clear staff approval rules.

Daily/weekly front desk queue for high-value follow-up work.

Automation candidates

Likely first builds

The right first build is usually small, specific, and close to revenue or deadline pressure.

Recall and unscheduled-treatment follow-up queue with next action and owner.

Patient-specific message drafts for staff review.

Cancellation gap list to help fill hygiene/production openings.

Incomplete intake and insurance follow-up reminders before appointment day.

Audit output

What you get back

The goal is a decision-ready plan: what to automate first, what to keep manual, and what data or tool connection is needed.

A front desk follow-up map by patient segment.

A recall/treatment queue structure with status and next action.

A patient messaging and approval workflow plan.

A practical automation candidate that fits the clinic's PMS and communication tools.

Request a fit review

Send the workflow that is costing time, deals, or deadline confidence

Specifics help. Include the tools involved, how the work arrives, who owns it, where status gets lost, and what would count as a useful win.

What happens next

I review every workflow personally and usually reply within two business days. If there is a fit, the CAD $750 Workflow Blueprint produces the map, recommendation, and fixed build quote. Focused builds start at CAD $3,500 and normally take 7–10 business days.

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