Enterprise Automation USE CASES · CLINICS

What we automate for clinics.

Your front desk spends the day on the phone confirming, rescheduling, and chasing forms — while patients who forget their appointment leave a gap in the schedule.

For DentalDermatologyAestheticPediatricPhysical therapy

Automate your clinic See the workflows →

WHY IT MATTERS

25%

fewer no-shows when patients got digital appointment reminders — 15% vs 21%, pooled across 21 studies.

Robotham et al., BMJ Open, 2016 ↗

80%

of consumers say they’re likely to use a local business that responds to all of its reviews.

BrightLocal Local Consumer Review Survey, 2026 ↗

SIX WORKFLOWS

From manual to automated, one workflow at a time.

Start with the one that costs you the most hours. Each runs on its own, and they get stronger together.

01 Online booking, synced Patients book from your site or social pages, and every slot syncs to the clinic calendar — no double-booking. 02 Reminders that cut no-shows Automatic SMS and email confirmations and reminders before each appointment, with one-tap rescheduling. 03 Digital intake forms Patient forms completed before the visit and filed to the right record — no clipboard, no re-typing. 04 Recalls & follow-ups Cleaning recalls, therapy sessions, check-ups, and vaccine schedules that remind patients on time, every time. 05 Billing & treatment packages Invoices, package balances, and payment reminders tracked automatically across every session. 06 Reviews after every visit A thank-you and a review request after each appointment, so more good experiences end up on Google.

Online booking, synced

Best for: All clinics

The manual way

Patients can only book by phone during office hours. The front desk checks the schedule by hand, and the patient who tried at 9pm has booked somewhere else by morning.

Automated

Patients book themselves at any hour. Every slot lives in one calendar, so double-booking stops and the phone rings less.

How it works

Trigger Patient picks a slot on your website or Facebook page
Step 1 Availability checked live against the clinic calendar
Step 2 Booking created and the slot locked for everyone
Outcome Confirmation sent — the front desk sees it instantly

Reminders that cut no-shows

Best for: All clinics

The manual way

Someone spends part of every afternoon phoning tomorrow's patients — and the ones they can't reach are the ones who don't turn up.

Automated

Every patient is reminded the same way, every time. Staff only call the few who don’t confirm, and freed-up slots get refilled instead of sitting empty.

How it works

Trigger Appointment booked
Step 1 Confirmation sent by SMS and email
Step 2 Reminders before the visit, each with a reschedule link
Outcome Unconfirmed slots flagged for a call — or offered to the waitlist

Digital intake forms

Best for: Dental · Dermatology · Aesthetic · Physical therapy

The manual way

New patients fill in a clipboard form in the waiting room, then someone re-types it into the system — handwriting, missing fields and all.

Automated

The clinician sees a complete history before the patient sits down. No clipboard, no re-typing, no guessing at handwriting — and access to it is controlled.

How it works

Trigger Booking confirmed
Step 1 Intake form link sent to the patient
Step 2 Answers checked — nothing required left blank
Outcome Filed to the patient's record before they arrive

Recalls & follow-ups

Best for: Dental · Pediatric · Physical therapy

The manual way

Six-month cleanings, vaccine schedules, and the next therapy session all depend on the patient remembering — or on someone working through a recall list when it’s quiet.

Automated

Recalls go out on schedule whether the front desk is busy or not — cleanings for dental, vaccine schedules for pediatrics, the next session for physical therapy.

How it works

Trigger Visit completed
Step 1 Next due date set by treatment type
Step 2 Reminder sent ahead of the due date, with a booking link
Outcome Patients who don't book get a follow-up; the rest are on the calendar

Billing & treatment packages

Best for: Dermatology · Aesthetic · Physical therapy

The manual way

Package balances live in a notebook or a spreadsheet. Patients aren’t sure how many sessions they have left, and unpaid balances surface weeks late.

Automated

Every package balance is always current, invoices go out on time, and renewals are offered before the final session — not after the patient has drifted away.

How it works

Trigger Treatment or package purchased
Step 1 Invoice issued and sessions credited
Step 2 Each visit deducts a session automatically
Outcome Balance and payment reminders sent; renewals offered before the last session

Reviews after every visit

Best for: All clinics

The manual way

Happy patients mean to leave a review and forget. The reviews that do appear skew toward complaints — and they sit unanswered.

Automated

A steady stream of reviews from every patient asked — never filtered, which Google’s policies don’t allow — plus a private channel to fix what went wrong.

How it works

Trigger Visit marked complete
Step 1 Thank-you sent a few hours later, with a review link
Step 2 A private feedback form offered alongside it
Outcome New reviews flagged so each one gets a reply

ADD AN AI LAYER

Where AI takes it further.

Automation handles the repeatable steps. AI handles the conversations and the writing around them.

A 24/7 AI receptionist

Answers common questions, shares hours and prices, and books appointments after the front desk goes home.

Intake summaries

Long intake forms summarized for the clinician before the patient sits down.

Review replies

Warm, on-brand replies to patient reviews, drafted for your approval.

Start with a booking site

Most of these workflows begin the moment a patient books. A booking site gives them a front door that’s open all night — and wires every booking straight into the automations above.

See how we build it →

OTHER INDUSTRIES

We also build for…

Real Estate Developers · Brokers · Agents Restaurants Dine-in · Takeout & delivery · Multi-branch

Which of these is costing your clinic the most?

Book a free call. We'll look at how your clinic runs today and tell you which workflow to automate first — and what it's worth.

Book My Free Discovery Call