▶ Wed 12:10 pm · insurance question · passed to the office
Treatment plans followed up Front Desk + Revenue
Every presented plan gets a reminder until the patient decides. Nothing sits forgotten.
Patient
Plan
Amount
Status
J. Wu
Implant, single tooth
$4,200
Accepted after 2nd reminder
R. Singh
Two crowns
$3,100
Reminder 1 sent Tue
P. Girard
Whitening
$450
Consultation Wednesday
T. Costa
Night guard
$620
Declined for now
Open plans: $4,170 · Accepted this month: $4,200
Reviews and reminders Front Desk + Revenue
A review request after each visit, and a recall when the next check-up is due.
After the visit
Thank you for your visit today. A quick review helps other patients find us: review.example/go (sample)
This month: 41 requests sent · 15 reviews received · average 4.9 stars
Six-month recall
Hi Alex, it has been six months since your last cleaning. Pick a time: book.example/visit (sample)
Recalls due in the next 30 days: 87 patients · already booked: 39
Chair schedule Full Office
Appointments spread across chairs and hygienists, with gaps filled from the waiting list. Added after go-live, one step at a time.
Chair
Today
Visits
Free time
Chair 1 (dentist)
Filling → Crown → Consultation
6
45 min
Chair 2 (hygiene)
Cleanings all day
8
30 min
Chair 3 (hygiene)
Cleanings, afternoon only
4
1 h
Hours, billing and production Full Office
Prepared for your approval, then synced with your accounting. Added after go-live, one step at a time.
Hours this week, ready for payroll
Hygienist 1
36.0 h
Hygienist 2
22.5 h
Front desk
38.0 h
Billing
Claims sent this week
52 · $9,860
Paid
44 · $8,120
Patient balances reminded
6 · $940
Production per visit type
Hygiene
$185 average
Restorative
$410 average
Consultation
42% accepted
Social presence Front Desk + Revenue
The week's posts are drafted from your real jobs, reviews and opening hours. Every post is approved by the dentist before it goes out: advertising rules for dentists apply. Replies and messages come back to your queue.
Day
Where
Draft post
Status
Tue
Google Business Profile
Evening appointments now on Thursdays until 7 pm. Book online.
Waiting for approval
Thu
Facebook
New patients welcome: what happens at a first visit, step by step.
Approved, scheduled
Sat
Instagram
Meet our hygienist team. (Team photo, with their consent.)
Draft
Networks set up for this trade: Google Business Profile, Facebook, Instagram, LinkedIn. You choose them, the rhythm and the subjects on your settings page.
A call, word for word Front Desk
A sample call as the assistant handles it. On your system you can read or listen to every call from the queue.
Thank you for calling Maple Dental Studio, this is Sam. Are you in pain, or would you like to book or change an appointment?
No pain. I am a new patient and I would like a cleaning.
Welcome. Can I have your name and a phone number?
Nadia Rahman, 905-555-0163.
Thank you, Nadia. Which days and times suit you best?
Late afternoon if possible.
I can offer Tuesday at 4:30 pm or Thursday at 5:00 pm.
Tuesday.
Noted: Nadia Rahman, new-patient visit with cleaning, Tuesday at 4:30 pm. The office confirms tomorrow morning and sends your new-patient form.
Try it yourself: go back to the site and press the round button.
Your settings page
Delivered after you subscribe. We pre-fill it from what you already publish; you correct it and your site updates at once.
1. Your site
Company
Maple Dental Studio
Cities you serve Please check
Oakville, Burlington, Mississauga
Opening hours Please check
Monday to Thursday 8 am to 7 pm, Friday 8 am to 3 pm
Services
Check-up and cleaning
Fillings and crowns
Emergency visit
Whitening
Implants
New patient visit
2. Your tools
☑ Google Calendar Connected
☑ Outlook / Microsoft 365 calendar Requested
☑ Your phone carrier (call forwarding) Requested
☐ Google Business Profile
☐ Dentrix
☐ ABELDent
☐ ClearDent
3. Social presence
☑ Google Business Profile On
☑ Facebook On
☐ Instagram
☐ LinkedIn
Rhythm: 2 posts a week · I approve each post
4. Help from a person
Self-service: write to us any time. Video calls with Mikael Perhirin are part of the guided option.
Day-30 review Front Desk
After 30 days we go through the results together and you decide: continue, or stop having paid the first month only.
In 30 days
Before
With the assistant
Calls answered outside office hours
0
122
Calls that reached voicemail
122
0
Appointments booked from those calls
a few call-backs
68
Time your office spent calling people back
about 6 h a week
about 1 h a week
Urgent calls handled within 15 minutes
not measured
all
Decision at day 30
Sample figures. Your own review uses your real calls.
Go: continue
Plans, options and free trial
Canadian dollars a month, before tax. 12-month term, no setup fee, stop at the day-30 review having paid the first month only.
Front Desk Front Desk
$450
For one person working alone, up to 10 people; self-setup
Calls answered in your name, English and French
Bookings and urgent calls
A site that books
A price list the assistant may quote
Daily queue, weekly report and three calls to listen to
250 call minutes
Front Desk + Revenue Front Desk + Revenue
$749
For 10 to 30 people
Everything in Front Desk
Quotes followed up
Reviews and reminders
Social presence
Plans renewed automatically
Which channel brings your work
Deposit or payment at booking
Ask your numbers in plain words
Your job or practice software connected
500 call minutes
Full Office Full Office
$1,200
For 30 people or more, or several locations
Everything above
Scheduling of your team
Hours and invoices prepared
Accounting connected, step by step
1,000 call minutes
Options
Guided setup and reviews by video call: $199
Social presence on Front Desk: $149
Job or practice software connection on Front Desk: $99
Extra 250 call minutes: $99
Additional location or phone line: $99
Free trial
7 days or 60 minutes of calls, after-hours and unanswered calls only, set up on your own settings page. A card is required; cancel before the end and you owe nothing.
Only what is written here is ever quoted on a call. Everything else is quoted by your team.
Service
What the assistant says
New patient exam and cleaning
from $240
Whitening consultation
free
Emergency exam
$95
Treatment
explained by the dentist after an exam
Membership plans Front Desk + Revenue
Recurring plans renewed automatically, with a reminder before each renewal.
Plan
What it includes
Price
Members
Family plan, no insurance
2 cleanings, exams, 15% off treatment
$32 a month per adult
86 members
Child plan
2 cleanings, exams, fluoride
$19 a month
41 members
Renewals this month: 14 due · 12 renewed automatically · 2 to call
Where your work comes from Front Desk + Revenue
One tracking number per channel. The report shows which one brings calls, and which one brings booked work.
Channel
Calls
Booked
Result
Google Business Profile
22
13
13 new patients
Insurance directory
9
6
6 new patients
Website booking
8
6
6 new patients
Facebook
5
1
1 new patient
Mailer
3
0
0
Deposit or payment at booking Front Desk + Revenue
A payment link goes out with the confirmation. Fewer no-shows.
Sample text
$50 deposit by link for a first visit, refunded at the appointment. Pay here: pay.example/3k7d (sample)
Paid, thanks
This month
Payment links sent
31
Paid
27
No-shows
1, against 6 before
Ask your numbers in plain words Front Desk + Revenue
Write a question by email or message. The answer comes from your own calls, bookings and quotes.
How many new patients booked this month?
26, of which 13 came from Google Business Profile.
How many recalls are overdue?
48 patients, 39 already contacted.
Which treatment plans are not accepted yet?
Two, worth $3,720.
Everything connected
Your assistant sits in the middle. Each function is plugged into the tool you already use; you choose them on your settings page.
BookingsGoogle Calendar
Treatment plansDentrix
ReviewsGoogle Business Profile
PaymentsStripe
InvoicesQuickBooks Online
Social postsFacebook
TextsYour phone line
ReportsEmail or Teams
In the middleYour assistant
Function
Connected to
What moves
Bookings
Google Calendar
A booked visit lands in your calendar
Treatment plans
Dentrix
Open items are read and followed up
Reviews
Google Business Profile
Review requests go out, replies come back
Payments
Stripe
A payment link goes out with the confirmation
Invoices
QuickBooks Online
Prepared invoices and hours are sent for approval
Social posts
Facebook
Approved posts are published
Texts
Your phone line
Confirmations and reminders in your name
Reports
Email or Teams
Weekly report and urgent alerts
Sample. A connection is live only once you have authorised it and we have tested it with you.
Your tools, connected
After you subscribe you get a private settings page: tick the tools you already use and we connect them. The common ones for your trade are ready in each plan. Not on the list? Tell us; most tools can be connected.
Answering and booking Front Desk
Google Calendar
Outlook / Microsoft 365 calendar
Your phone carrier (call forwarding)
Google Business Profile
Jobs, customers and follow-up Front Desk + Revenue
Dentrix
ABELDent
ClearDent
Tracker
Open Dental
Google reviews
Money and hours Full Office
QuickBooks Online
Xero
Sage
Stripe
Square
Payroll (ADP, Wagepoint, Payworks)
Insurance claims (CDAnet)
Sample screen. A connection is live only once you have authorised it and we have tested it with you.
Social presence Front Desk + Revenue
The week's posts are drafted from your real jobs, reviews and opening hours. Every post is approved by the dentist before it goes out: advertising rules for dentists apply. Replies and messages come back to your queue.
Networks set up for this trade: Google Business Profile, Facebook, Instagram, LinkedIn. You choose them, the rhythm and the subjects on your settings page.