Included essentials

Basic Plan

Core AI calling, SMS follow-up, scheduling, and calendar tools for day-to-day clinic operations.

AI inbound call agentSet up a clinic phone number and connect it to the AI call assistant for incoming patient calls.
Outbound post-appointment callsFollow up with patients after appointments end using outbound calling workflows for aftercare and next steps.
Outbound checkup SMS remindersEnable checkup reminder SMS messages and configure the clinic recall interval.
Outbound aftercare messaging setupManage the procedure list used for aftercare instructions and patient follow-up messaging.
Secure clinic login and account accessClinic teams can sign up, log in, recover access, and manage secure sessions from the clinic portal.
Clinic dashboard and setup readinessThe dashboard shows key clinic details, working hours, calendar connection status, and phone setup readiness.
Google Calendar connectionConnect the clinic calendar so appointments can be created, viewed, updated, and managed in one place.
Default booking calendar selectionChoose which Google Calendar should receive new bookings by default for the clinic.
Appointment booking from the portalStaff can create appointments, add patient details, and place bookings directly onto the connected calendar.
Calendar views and appointment detailsView appointments by week, day, or list, with clear appointment details and linked patient information.
Appointment cancellationCancel appointments from the calendar workflow while keeping the clinic appointment record aligned.
Patient appointment history and no-show trackingReview patient appointment history and mark missed visits so clinic records stay accurate.
Outbound patient communication controlsConfigure the reminder and follow-up messaging workflows used for routine patient communication.

Advanced options

Premium Plan

Advanced automation and integration tools for clinics that need deeper operational workflows.

AI urgency triageAdvanced symptom intake and emergency-versus-routine triage tailored to each clinic's protocols.
After-hours voicemail summariesVoicemail transcription, structured summaries, and team notifications for after-hours patient calls.
Stored call recordingsSecurely retain patient call recordings so clinic teams can review conversations, follow up accurately, and maintain operational context.
Predictive no-show reductionRisk scoring and advanced confirmation workflows for appointments that may need extra follow-up.
Insurance eligibility automationInsurance verification workflows based on the clinic's payer mix and operational requirements.
Insurance estimate generationPre-treatment estimate support using clinic fee schedules, coverage rules, and configurable review steps.
Claim coding assistantAI-assisted coding suggestions for clinical notes, with clinic-controlled review before submission.
Advanced analytics and reportingPremium dashboards, natural-language reporting, and performance insights for clinic leadership.
Automated weekly performance summariesScheduled email summaries covering appointment activity, trends, and operational performance.
Referral letter draftingReferral letter templates and AI-assisted drafting for specialist handoffs.
Paper form ingestionOCR-assisted intake form processing to reduce manual entry and speed up patient onboarding.
Dental software integrationsPremium connectors for clinic systems such as Dentrix, Eaglesoft, Open Dental, and human-review queues.