Dental systems.
Designed around the journey.

Planning guidance, not a verified installed workflow. Use this example to define the system you need. The linked snapshot page shows its documentation status.

Example customer request

A prospective patient requests a consultation while an existing patient wants to change an appointment. The practice should identify the administrative need without collecting a detailed clinical history in a marketing form.

Questions to capture at intake

• Are you a new or existing patient?
• Are you requesting an appointment, changing a booking or asking the office to call?
• Which office and callback window do you prefer?

Routing decisions to configure

• Send clinical questions to practice staff through the practice-approved process.
• Keep appointment requests distinct from confirmed appointments.
• Collect only the information needed for the office to arrange the next step.

Acceptance checks before launch

• A new-patient inquiry reaches the correct office.
• An appointment change stops reminders for the superseded time.
• A clinical question is handed to staff without an automated treatment recommendation.

What to measure

Track inquiry-to-office-contact and inquiry-to-confirmed-appointment rates separately.

Test with synthetic contacts in a research account. Confirm each expected outcome in the contact record, calendar and workflow history before connecting live channels.