- Separately managed treatment offers
- Manual recall list
- Scattered patient documents
- Not a uniform control process
Dental treatment-plan case study
Sample project for coordination of offers, dates and control communication.
01 / STARTING POSITION
The operating situation that can be automated
Offers and follow-up appointments related to treatment plans were tracked separately. Callbacks and requests for documents often remained on manual lists.
- Status tracking of approved treatment plan
- Personalized administrative reminders
- Document and consent request
- Reception task for exceptions
It is transparenttreatment status
Trackablefollow-up process
Lessmanual list
02 / SYSTEM CONNECTIONS
Automation working between existing devices
The following are examples, not a closed list. Robots can also work between legacy and unique systems with API, webhook, database connection or controlled file transfer. The process can be fully automatic or, where necessary, supervised by human control points.
Dental softwareCalendarCRMEmailSMSMicrosoft 365Google WorkspaceExcel / Google SheetsSharePoint / Google DriveTeams / SlackREST API / WebhookSFTP/CSVSQL databaseUnique internal system
Are you using a different system? We can also include it in the process with a unique API, import-export connection or robotic handling.
Illustrative, anonymized sample project. The actual result can be determined after assessing the process, data and systems.
Our measurement methodology →Free automation test
Show a problematic process. We look at whether it can be automated, what systems need to be connected, and how to get started.