Your front desk spends hours on reminder calls, insurance pre-auth follow-up, and patient recall that never goes out consistently. Custom AI automation handles all of it — so your team focuses on patients, not admin.
Manual reminder calls, chasing insurance authorizations, trying to remember which patients are overdue for recall — this work is important but it does not have to be manual. Every hour your team spends on admin is an hour not spent on the patient in the chair.
Each automation is built custom for your practice's tools and workflows. You own it. Your team never learns new software.
Multi-touch reminder sequences — 72 hours out, 24 hours out, and day-of — sent automatically via email and SMS. Patients who do not confirm get a follow-up. No-show rates drop by 30–40% within the first month.
New patients receive a pre-appointment intake form automatically after booking — health history, insurance information, consent forms. Submitted digitally before they arrive. No paper forms at the front desk. No manual data entry from paper to the PMS.
After submitting a pre-authorization request, the system tracks expected response times and sends automated follow-up reminders to the insurance company at the right intervals. Pending authorizations no longer fall through the cracks while your coordinator manages 20 other tasks.
Patients overdue for their 6-month recall receive an automated sequence — personalized by how long it has been since their last visit, with a direct booking link. The practice consistently reaches patients before they forget or book with a competitor down the street.
After every appointment, patients receive a perfectly timed review request. Happy patients get a direct link to Google Reviews. Patients with concerns get a private feedback form that routes to the practice manager before anything goes public. Google rating improves passively.
A real-time Google Sheet showing: appointment confirmation rates, no-show rates by day and provider, recall campaign response rates, and review collection results. You see exactly what the automations are doing for your practice every week.
Your team does zero technical work. I map your current workflows, build the automations, and hand them over running.
We spend 20 minutes mapping your current patient communication process — what tools you use, how appointments are managed, what manual tasks eat the most front desk time. That is all I need.
Day 0I build all automations custom for your practice — reminder sequences, intake forms, recall campaigns, review collection. Your team provides one review round on the message templates. That is the only time they are involved.
Days 1–12We test everything together, then flip the switch. From that point forward, your appointment reminders, intake forms, recall campaigns, and review requests all run automatically — with zero manual work from your front desk.
Days 13–14If something is still unclear, the audit call is free and takes 20 minutes.
Book the Call →Book a free 20-minute audit. I will review your current patient communication setup, identify where admin time is being lost, and give you a straight answer on what automation would cost and what it would return.
Book My Free Audit →