Case 05 ยท Representative use case
A growing dental practice wants more reliable follow-up for unscheduled treatment, recalls, and missed appointments without relying on disconnected campaigns or a staff member's memory.
Who this is for
A practice owner or office manager needs staff to act from a clear, current queue while keeping system access, message approval, and patient-data boundaries explicit.
The constraint
The practice management system may hold the clinical and scheduling record, while calls, email, texts, notes, and marketing activity appear elsewhere. Staff cannot easily see who needs attention, what was already done, or which outreach needs a human decision. The first job is to clarify the workflow and data boundaries before automating anything.
What changes
Create an operations workspace that organizes approved follow-up work, provides the right context to staff, and respects the systems that own patient and scheduling records.
First release
Discovery
