Reminders & no-show recovery
- Trigger
- An appointment is booked or missed
- Outcome
- Reminders go out before the visit; missed appointments get a rebooking message
- Open Dental/Dentrix
- Weave/NexHealth
DENTAL & MEDICAL CLINICS · MED SPAS
Fuller schedules, fewer no-shows, a calmer front desk.
We connect your practice management and patient communication tools so reminders, recalls, intake and reviews happen on time, without adding work for the front desk.
- TriggerAppointment booked
- ActionReminder sent
- CheckConfirmation checked
- ActionMissed visit gets a rebooking message
- UpdateFront desk sees today’s confirmations
THE PROBLEM
Where the time goes
No-shows leave gaps
Empty chairs are hard to refill on short notice.
Recall lists go unworked
Overdue patients drift away.
Paper intake slows check-in
Forms are completed in the waiting room.
The front desk juggles everything
Calls, voicemails and tasks live on sticky notes.
WORKFLOWS
Workflows we build for dental and medical clinics and med spas
Each one starts from a clear trigger and ends in a visible outcome, on the tools you already use.
Recall & reactivation
- Trigger
- A patient is overdue for recall
- Outcome
- A personal recall sequence is sent with a booking link
- PMS
- Weave/NexHealth
New-patient intake
- Trigger
- A new patient books
- Outcome
- Digital forms go out before the visit and the front desk is alerted to missing items
- NexHealth/Weave
- PMS
Waitlist fill
- Trigger
- An appointment is cancelled
- Outcome
- Waitlisted patients are offered the slot in order until it’s filled
- PMS
- Weave/NexHealth
- Boulevard/Vagaro
Review requests
- Trigger
- A visit is completed
- Outcome
- A review request goes out at a sensible time afterwards
- Weave/NexHealth
- Boulevard/Vagaro
Front-desk task routing
- Trigger
- A call, voicemail or form needs follow-up
- Outcome
- A task is created and assigned, so nothing depends on memory
- Weave
- Team chat
INTEGRATIONS
Works with your practice stack
Practice management
- Open Dental
- Dentrix
Med spa booking
- Boulevard
- Vagaro
Patient communication
- Weave
- NexHealth
Using something else? If it has an API or webhooks, we can usually connect it.
HOW WE WORK
Audit. Build. Run.
One workflow at a time, with a fixed quote before any work starts.
- 01
Audit
A free 30-minute workflow review. We map one handoff, find where it stalls, and send a written plan with a fixed quote within 48 hours.
- 02
Build
We build one production workflow on your existing tools, test it against real edge cases, and document how it works.
- 03
Run
We monitor it, fix what breaks, and make small improvements as your process changes.
- Your tools stay
No platform migration; we connect what you already use.
- You own everything
Accounts, workflows and documentation stay in your name.
- Humans make the decisions
Candidate and client decisions stay with your team.
- Failure alerts
If a step fails, the right person hears about it.
COMMON QUESTIONS
Questions about automation for clinics & med spas
Do your workflows handle patient information?
Only where a step needs it, and only in tools your practice has approved for patient data. We work within your compliance requirements.
Will this replace our practice management software?
No. We connect to it.
Do med spas on Boulevard or Vagaro fit?
Yes. Reminders, waitlist fill, rebooking and reviews work the same way.
Do automations make clinical decisions?
No. They handle reminders, forms and routing. Clinical decisions stay with your team.
RELATED INDUSTRIES
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