Dental practice automation
Respond to dental leads while they're still ready to book.
My Business builds and manages the follow-up workflows that help dental practices move missed calls and website inquiries toward a clear scheduling handoff.
Start with one patient-acquisition workflow, not a sprawling software project.
Illustrative workflow
A missed call becomes a timely next step.
- 1. Capture the missed-call context without asking the team to chase a voicemail.
- 2. Follow up with a practice-approved response and a path to connect.
- 3. Hand off the qualified conversation to the person or scheduling process that owns it.
Human voice stays in the loop.
Your team approves the messages, boundaries, and handoffs before anything goes live.
Built for booking.
Every workflow is shaped around a clear next action for your front desk and prospective patients.
How the retainer works
Focused systems for the moments leads are easiest to lose.
01
Map the lead journey
We review how calls, website inquiries, and scheduling requests currently move through your practice.
02
Build one clear first workflow
We configure the messages, routing, and handoff points around the situations your team chooses.
03
Manage and refine it monthly
Your retainer includes workflow monitoring, adjustments, and a regular review of what the team is seeing.
Monthly scope
A practical, managed lead-response system.
What's included each month
- Workflow ownership: one prioritized lead-response workflow at a time, with documented handoffs.
- Practice-approved messaging: draft and refine language with your team before it is used.
- Ongoing maintenance: monitor the workflow, adjust logic, and address practical issues as they emerge.
- Regular review: a straightforward check-in to decide what to keep, change, or tackle next.
Thoughtful about sensitive information.
We discuss what information a workflow should and should not handle before it is configured. We do not make compliance or certification claims on this site.
A sensible first step
Start with a 20-minute workflow audit.
Tell us how your practice receives new inquiries, where the response slows down, and who owns scheduling. We'll come prepared to identify a sensible first workflow—not to push a generic automation package.
After you submit, we'll review the details and follow up to coordinate the audit.