For medical and dental practices · Money, margins, and bookkeeping
Collect what you're owed
Patient balances and insurance payments that sit for weeks get a reminder, so money arrives sooner.
Make this one of your first two priorities. Tell us about your business on a free 20-minute call.
You'll talk to our founder for 20 minutes, no sales pitch.
What your AI does about it
We set up AI for your business, connect it to the tools you already use, and put it to work on this. You approve what goes out, and anything it can't handle comes to us.
Each week, your AI
- Reminders on patient balances, polite and on a schedule
- A weekly list of the oldest unpaid claims for the office to chase
- Monthly: collections compared with production
Then our AI makes yours better at it
Yours tells ours what worked and what got in the way, and ours sends back new training, so the work improves every month instead of standing still.
How we'd know it's working
One number, shown on your dashboard against where you started.
Money collected
Checked every week and shown on your dashboard against where you started. The aim is to move it up. On the dashboard it is called "Collections".
Where it comes from
Straight from the system you already use (practice system) once it's connected (what we connect to). Until then, we ask you one question a week: “What did the practice collect last week?”
Works with: Zenoti · Boulevard · Vagaro · Mangomint · Mindbody · Calendly · Acuity Scheduling · Tebra · Open Dental
There are no targets to hit. The number is there to show whether the work is paying off, and once a month we get on a call and decide what to change. How it works · Pricing
Goes well with
Other priorities that tend to go with this one.
Cut no-shows and last-minute cancellations
Reminders patients answer, easy rescheduling, and a short list that fills a canceled slot the same day.
How we'd know it's working: no-show rate
Fill empty chairs and open appointment slots
Find the gaps in this week's schedule early and offer them to the people who asked for a sooner visit.
How we'd know it's working: open chair hours
Bring in more new patients
More first visits from Google, referrals from patients who already like you, and the people who called and never booked.
How we'd know it's working: new patients per week
More for medical and dental practices: Bring patients back for recall visits · Book the treatment patients already said yes to · Answer every call and message · Get more reviews and answer them · Turn more consultations into treatment