Today at Harbour View Dental
Around thirty agents across six departments, each doing one job, working inside the practice software and email you already use. This is what one ordinary day looks like.
Good evening. Three treatment plans booked today, one finance question for your coordinator, and the 14:00 gap was filled.
- Mrs Collins, Ben Carter and Hannah Price booked their treatment from this morning's follow-ups: £4,180.
- Lucy Evans asked about spreading her implant over twelve months. Your finance options went to her; she has asked for the application link.
- The 14:00 hygiene cancellation was offered to the waiting list and filled in 11 minutes.
- All agents and connections healthy. Nothing needs you.
Today so far
Every action the agents took, in order.
- 08:15Treatment and revenue
Treatment plans that went quiet
Overnight the agent read the practice software for plans that were quoted and never booked. Fourteen patients, from a crown to an implant, each get a short, personal follow-up in your wording.
By lunchtime four have replied and three are booked in: £4,180 of treatment. - 08:30Booking
The recall sweep
Patients due a check-up or hygiene visit this month are messaged with times that are actually free.
38 patients messaged; 11 booked themselves in by lunchtime. - 10:40Treatment and revenue
A question about finance
A patient asks whether her implant can be spread over twelve months. The agent sends your finance options exactly as you have set them out.
She asks for the application link, and your treatment coordinator is told. - 12:05Booking
A cancellation
A 14:00 hygiene slot frees up. The agent offers it to the patients on the waiting list, in order.
Slot filled 11 minutes later. - 13:10Patient support
A patient in pain
The agent follows your written emergency process word for word. It gives no clinical advice.
Emergency slot at 15:40 booked; the dentist is told who and why.
Six departments
Each one a team of agents with one job each.
Connected to
Nothing you use is replaced.
The 08:15 follow-up, and the reply
Sent by the agent in your practice's name and your wording. Example data.
See it built around your practice
On the consultation we go through your own records and work out your figures. To book a time, just reply to my email.
The whole day
From the first follow-ups at quarter past eight to the maintenance sweep in the evening.
Activity
- 08:15Treatment and revenue
Treatment plans that went quiet
Overnight the agent read the practice software for plans that were quoted and never booked. Fourteen patients, from a crown to an implant, each get a short, personal follow-up in your wording.
By lunchtime four have replied and three are booked in: £4,180 of treatment. - 08:30Booking
The recall sweep
Patients due a check-up or hygiene visit this month are messaged with times that are actually free.
38 patients messaged; 11 booked themselves in by lunchtime. - 10:40Treatment and revenue
A question about finance
A patient asks whether her implant can be spread over twelve months. The agent sends your finance options exactly as you have set them out.
She asks for the application link, and your treatment coordinator is told. - 12:05Booking
A cancellation
A 14:00 hygiene slot frees up. The agent offers it to the patients on the waiting list, in order.
Slot filled 11 minutes later. - 13:10Patient support
A patient in pain
The agent follows your written emergency process word for word. It gives no clinical advice.
Emergency slot at 15:40 booked; the dentist is told who and why. - 14:20Booking
An enquiry while reception is busy
A new patient asks about aligners while the front desk is with a patient. The agent gives the price from your own list and offers consultation times.
Consultation booked for Thursday 16:20, confirmation sent. - 16:00Operations and admin
Reviews and the owner report
Patients seen yesterday get your review request, and the dashboard is brought up to date with everything the agents did today.
Two new five-star reviews; the day's figures are on the owner dashboard. - 17:45Patient support
After-care check-ins
Today's extraction patients get your after-care message. One replies saying the bleeding has not stopped.
Flagged to the dentist straight away. The agent does not advise. - 18:30Maintenance
The daily sweep
Every agent and every connection is checked, and every action taken today is in the audit log.
All agents healthy. Report sent to the practice owner.
See it built around your practice
On the consultation we go through your own records and work out your figures. To book a time, just reply to my email.
The 08:15 follow-up, and the reply
The agents write in your practice's name and your own wording, and every message is in the log.
Thread
See it built around your practice
On the consultation we go through your own records and work out your figures. To book a time, just reply to my email.
Treatment and revenue
Follows up treatment plans that were quoted and never booked, offers your membership plan and finance options as you specify.
Today in this department
- 08:15Treatment and revenue
Treatment plans that went quiet
Overnight the agent read the practice software for plans that were quoted and never booked. Fourteen patients, from a crown to an implant, each get a short, personal follow-up in your wording.
By lunchtime four have replied and three are booked in: £4,180 of treatment. - 10:40Treatment and revenue
A question about finance
A patient asks whether her implant can be spread over twelve months. The agent sends your finance options exactly as you have set them out.
She asks for the application link, and your treatment coordinator is told.
Agents
5 in this department.
- Treatment plan follow-upRunning
- Finance enquiriesRunning
- Membership planRunning
- Elective treatmentRunning
- Revenue trackingRunning
What it never does on its own
Anything outside its rules goes to a named person with the whole conversation attached.
- Give clinical advice or diagnose anything
- Quote a price that is not on your list
- Read clinical notes, X-rays or medical histories
- Take card details
See it built around your practice
On the consultation we go through your own records and work out your figures. To book a time, just reply to my email.
Booking and scheduling
Books into your diary, registers new patients, works the recall list, fills cancellations, and answers enquiries, including calls if you want it to.
Today in this department
- 08:30Booking
The recall sweep
Patients due a check-up or hygiene visit this month are messaged with times that are actually free.
38 patients messaged; 11 booked themselves in by lunchtime. - 12:05Booking
A cancellation
A 14:00 hygiene slot frees up. The agent offers it to the patients on the waiting list, in order.
Slot filled 11 minutes later. - 14:20Booking
An enquiry while reception is busy
A new patient asks about aligners while the front desk is with a patient. The agent gives the price from your own list and offers consultation times.
Consultation booked for Thursday 16:20, confirmation sent.
Agents
6 in this department.
- Appointment bookingRunning
- New patient registrationRunning
- Recall and hygieneRunning
- RemindersRunning
- Cancellation fillRunning
- Enquiry and call answeringRunning
What it never does on its own
Anything outside its rules goes to a named person with the whole conversation attached.
- Give clinical advice or diagnose anything
- Quote a price that is not on your list
- Read clinical notes, X-rays or medical histories
- Take card details
See it built around your practice
On the consultation we go through your own records and work out your figures. To book a time, just reply to my email.
Patient support
Answers common questions from your approved answers, follows your emergency process, sends after-care and review requests.
Today in this department
- 13:10Patient support
A patient in pain
The agent follows your written emergency process word for word. It gives no clinical advice.
Emergency slot at 15:40 booked; the dentist is told who and why. - 17:45Patient support
After-care check-ins
Today's extraction patients get your after-care message. One replies saying the bleeding has not stopped.
Flagged to the dentist straight away. The agent does not advise.
Agents
4 in this department.
- Emergency routingRunning
- Frequently asked questionsRunning
- After-care check-inRunning
- Review requestsRunning
What it never does on its own
Anything outside its rules goes to a named person with the whole conversation attached.
- Give clinical advice or diagnose anything
- Quote a price that is not on your list
- Read clinical notes, X-rays or medical histories
- Take card details
See it built around your practice
On the consultation we go through your own records and work out your figures. To book a time, just reply to my email.
Operations and admin
Routes every message to the right person and produces your reports and dashboard.
Today in this department
- 16:00Operations and admin
Reviews and the owner report
Patients seen yesterday get your review request, and the dashboard is brought up to date with everything the agents did today.
Two new five-star reviews; the day's figures are on the owner dashboard.
Agents
4 in this department.
- Enquiry routingRunning
- ReportingRunning
- Owner dashboardRunning
- Quarterly reviewRunning
What it never does on its own
Anything outside its rules goes to a named person with the whole conversation attached.
- Give clinical advice or diagnose anything
- Quote a price that is not on your list
- Read clinical notes, X-rays or medical histories
- Take card details
See it built around your practice
On the consultation we go through your own records and work out your figures. To book a time, just reply to my email.
Maintenance
Checks every agent and every connection every day, and tells us before you notice anything.
Today in this department
- 18:30Maintenance
The daily sweep
Every agent and every connection is checked, and every action taken today is in the audit log.
All agents healthy. Report sent to the practice owner.
Agents
4 in this department.
- Integration healthRunning
- Workflow checkRunning
- Dashboard accuracyRunning
- Daily status reportRunning
See it built around your practice
On the consultation we go through your own records and work out your figures. To book a time, just reply to my email.
Security
Limits each agent to the data it needs, rotates credentials and logs every action it takes.
Today in this department
Nothing needed this department's attention today. It keeps running in the background, and every action it takes is logged.
Agents
4 in this department.
- Access controlRunning
- Credential rotationRunning
- Audit logRunning
- Unusual activity alertRunning
See it built around your practice
On the consultation we go through your own records and work out your figures. To book a time, just reply to my email.
One treatment plan, from forgotten to booked
Press play to watch one treatment plan go from forgotten to booked, the way the system does it every morning: what it reads, what it sends, where it books, and what you see. Example data.
Practice software
| Patient | Mrs Collins |
| Treatment | Crown, lower left molar |
| Quoted | 14 August, Dr Patel |
| Value | £640 |
| Booked since | Nothing |
Messages
Nothing sent yet.
Diary · Tuesday · Dr Patel
Your dashboard
- 02:00 · The agent reads your practice software for treatment plans quoted and never booked. Mrs Collins's crown was quoted in August and nothing has been booked since.
- 08:15 · It writes to her in your practice's name and your wording, with two times that are actually free.
- 09:02 · Mrs Collins replies: Tuesday at 9:10.
- 09:02 · It checks the diary. Tuesday 09:10 with Dr Patel is still free.
- 09:03 · It books her in, in the practice software, and marks the plan as booked.
- 09:03 · It confirms with her, and sets a reminder for the day before.
- 09:03 · Your dashboard updates: £640 recovered, logged against this plan so you can check it.
Every plan, one board
Each card is a treatment plan the system found and followed up. Click any card to see exactly what was sent, what came back, and where it was booked.
This morning's follow-ups
Followed up, waiting 10 · £4,700+
Handed to your team 1 · £2,400
Booked 3 · £4,180
Tuesday's diary
Straight from your practice software. The green appointments were booked by the agents; click one to see how it got there.
Tuesday
Runs itself, under your rules
Every automation agreed with you on the consultation, written as what starts it and what it does. Each one can be paused with a click, and every run is in the log.
Switched on
- WHENA treatment plan has gone 14 days with no booking→ITSend a personal follow-up in your wording, with free times→THENBook them in when they reply126 runs this month · every one in the log
- WHENA patient is due a check-up or hygiene visit→ITMessage them with times that are actually free→THENBook the one they pick412 runs this month · every one in the log
- WHENAn appointment is cancelled→ITOffer it to the waiting list, in order→THENBook the first to say yes17 runs this month · every one in the log
- WHENA patient asks about finance→ITSend your finance options exactly as written→THENTell your treatment coordinator9 runs this month · every one in the log
- WHENA patient says they are in pain→ITFollow your emergency process word for word→THENTell the dentist who and why6 runs this month · every one in the log
- WHENA patient was seen yesterday→ITSend your review request88 runs this month · every one in the log
- WHENAn extraction was done today→ITSend your after-care message→THENFlag any worrying reply to the dentist21 runs this month · every one in the log
- WHENEvery evening→ITCheck every agent and every connection→THENSend the owner the daily report30 runs this month · every one in the log
Mrs Collins
Crown, lower left molar · £640
Every step the agents took, in order. Example data.
- Found in the practice software FoundCrown quoted by Dr Patel on 14 August, £640. No appointment booked since.
- Follow-up sent by email, in your wording SentHi Mrs Collins, When you were in with Dr Patel in August, you talked about a crown for your lower left molar (£640). I just wanted to check whether you would like to go ahead, or if you had any questions about it. We have appointments free next Tuesday at 9:10 or Thursday at 14:30, if either suits. Kind regards, Harbour View Dental
- Mrs Collins replied ReplyHi, yes I've been meaning to sort that out. Tuesday at 9:10 would be great. Thanks
- Checked the diary CheckedTuesday 09:10 with Dr Patel is still free (40 minutes, crown preparation).
- Booked into the practice software BookedTuesday 09:10, Dr Patel, crown preparation. Treatment plan marked as booked.
- Confirmation sent SentLovely, you're booked in for Tuesday at 9:10 with Dr Patel. We'll send you a reminder the day before. Kind regards, Harbour View Dental
- Dashboard updated Updated£640 added to treatment booked from follow-ups. A reminder is set for the day before.
Ben Carter
Single implant · £2,400
Every step the agents took, in order. Example data.
- Found in the practice software FoundImplant quoted by Dr Khan on 30 June, £2,400. Consultation done, nothing booked.
- Follow-up sent by text SentHi Ben, it's Harbour View Dental. Dr Khan went through an implant with you in June. Would you like to go ahead? We have Thursday 11:00 or next Monday 15:20 free. Just reply here.
- Ben replied ReplyThursday 11 is fine
- Booked into the practice software BookedThursday 11:00, Dr Khan, implant stage 1.
- Confirmed and added to the dashboard Updated£2,400 added. Pre-op instructions sent, as you set them.
Hannah Price
Two veneers · £1,140
Every step the agents took, in order. Example data.
- Found in the practice software FoundTwo veneers quoted on 2 September, £1,140. No appointment.
- Follow-up sent by email SentA short note asking whether she would like to go ahead, with two free times.
- Hannah replied ReplyCan I do a Friday afternoon instead?
- Checked the diary for Friday afternoons CheckedFriday 15:40 with Dr Patel is free.
- Offered, accepted and booked BookedFriday 15:40, Dr Patel. Confirmation sent.
Lucy Evans
Single implant · £2,400
Every step the agents took, in order. Example data.
- Found in the practice software FoundImplant quoted on 19 August, £2,400. No appointment.
- Follow-up sent by email SentA short note asking whether she would like to go ahead.
- Lucy replied ReplyIs there any way of spreading the cost over a year?
- Your finance options sent, exactly as you set them out Sent0% over 12 months through your finance provider, with the eligibility note you approved.
- Handed to your treatment coordinator Your teamShe asked for the application link. The coordinator has the whole conversation and a reminder to call today.
Emma Ward
Whitening · £350
Every step the agents took, in order. Example data.
- Found in the practice software FoundWhitening quoted on 9 September, £350.
- Follow-up sent by email SentNo reply yet. If none comes, one gentle reminder goes in a week, then it stops.
James Reid
Bridge · £1,150
Every step the agents took, in order. Example data.
- Found in the practice software FoundBridge quoted on 26 July, £1,150.
- Follow-up sent by text SentNo reply yet. If none comes, one gentle reminder goes in a week, then it stops.
Priya Shah
Clear aligners · £3,200
Every step the agents took, in order. Example data.
- Found in the practice software FoundClear aligners quoted on 4 August, £3,200.
- Follow-up sent by email SentNo reply yet.
A demonstration by Meridian AI Systems, the trading name of Blake Fining. Example data throughout.