Automation for dental groups
Automation for dental groups and multi-location practices
Dental group automation connects your practice management software, online booking, forms and phones so new patients, recalls and insurance prep move without front desk retyping. Dravik builds it for US dental groups and DSOs with 20 to 500 people, starting with a $199 fixed-price audit: a 30 minute call plus a written plan.
$199 fixed price, 30 minute call plus a written plan. Full refund if it isn't worth it
Common tools we build on
- Dentrix
- Eaglesoft
- Open Dental
- Curve Dental
- Weave
- NexHealth
- RevenueWell
- Lighthouse 360
- Zocdoc
- Google Business Profile
Common systems in dental groups. We build on the stack you already run.
The problem
Where the hours go in dental groups
In a dental group the front desk carries the business. The same people answer phones, check in patients, verify insurance, chase unscheduled treatment and collect payments, often across offices that each do it slightly differently. When one office runs well and another struggles, the difference is usually process, not people.
Most groups run Dentrix, Eaglesoft or Open Dental, sometimes a mix after acquisitions, plus separate tools for booking, forms, reminders and reviews. Data moves between them by hand. Automation makes the handoffs consistent across locations so a new patient, a recall or a treatment plan gets the same follow-up no matter which office they visit.
What we automate
Workflows worth automating for dental groups
- 01
New patient intake
An online booking or web form request creates the patient in your practice management system, sends digital intake and medical history forms, and alerts the office when forms come back, so the chair is not waiting on a clipboard and the front desk is not typing from paper.
- 02
Insurance verification preparation
A few days before each appointment, patients with insurance on file are listed for verification with their carrier and plan details ready, and patients missing insurance information get an automatic request to upload their card. Verification itself stays with your team or vendor.
- 03
Recall and reactivation
Patients overdue for hygiene are found from the schedule and sent reminders on a set cadence by text and email, with a booking link. Patients who have not been seen in a long time get a separate reactivation sequence instead of the same message forever.
- 04
Unscheduled treatment follow-up
Treatment presented but not scheduled is pulled into a follow-up list, the patient receives reminders with financing options you approve, and the treatment coordinator sees who opened, replied or booked, so accepted care does not quietly disappear.
- 05
Review requests after visits
After a completed appointment, patients get a short message asking about their visit, with a link to the right office's Google profile. Complaints are routed to the office manager first. Every location gets the same process, not just the one with the most organized manager.
- 06
Multi-location reporting
Daily or weekly numbers you already track, like new patients, recall booked and production scheduled, are pulled from each office into one shared report, so leadership is not waiting on managers to fill in a spreadsheet.
The business audit
Find the workflow costing your team the most hours
The audit maps your repeat work, checks which of your systems can connect, and ranks what to automate first in your business.
$199 fixed price, 30 minute call plus a written plan. Full refund if it isn't worth it
Your stack
Built on the tools dental groups already use
Some dental systems have open APIs and others restrict access to approved partners, so what can connect directly varies by software and version. We map that in the audit and use your existing communication platform where it already integrates. Anything that touches patient health information is flagged, and we plan around the tools your compliance setup and agreements allow.
- Dentrix
- Eaglesoft
- Open Dental
- Curve Dental
- Weave
- NexHealth
- RevenueWell
- Lighthouse 360
- Zocdoc
- Google Business Profile
Where we start
What the audit looks at first
The audit usually starts with new patient intake and recall, because they drive the schedule. A typical first build is digital intake forms that land in the patient record before the visit, followed by a consistent recall sequence across every location.
- 01The call30 minutes on how your business runs, the tools you use and the growth you are after.
- 02ReconWe study your workflows, your site, your rankings and how AI assistants describe you and your competitors.
- 03The written planA ranked list of what to fix or build first, with a fixed price for anything worth building.
- 04Your callKeep the plan and run it yourself, hand it to your team, or have us build it.
What you own
Everything we build is yours.
- Every workflow and integration, in your own accounts
- Written documentation of what each automation does
- Admin access to every tool, ours removable at any time
- A person in the loop wherever a judgment call is needed
Automation questions from dental groups
Can you connect to Dentrix, Eaglesoft or Open Dental?
Open Dental is the most open. Dentrix and Eaglesoft limit direct access to approved integrations, so we often work through a communication platform you already use. The audit tells you exactly what is possible with your versions.
How do you handle patient health information?
We flag every workflow that touches patient information in the audit and only plan around tools your compliance setup and agreements cover. We sign an NDA before we start and scope automations to the minimum data they need.
Will automation replace our front desk?
No. It removes typing, chasing and repeat reminders so your team has time for patients in the office and on the phone. Conversations about care and money stay with people.
We just acquired offices on different software. Can this still work?
Often, yes. Reporting and patient communication can be made consistent even before every office moves to one system. The $199 fixed-price audit maps each location's setup and recommends what to standardize first.
How much does automation cost for dental groups?
It starts with a $199 business audit: a 30 minute call plus a written plan of what is worth automating. If something is worth building, you get a fixed price for it before any work starts, and you own everything we build.
Keep reading
More on automation
Related
Start with recon
Find the busywork your team should stop doing by hand.
Book the audit. We will tell you plainly which workflows in your business are worth automating, which are not, and the fixed price for anything worth building.
- A 30 minute call about how you run
- A written plan ranked by impact
- Yours to keep, even if you never hire us
$199 fixed price, 30 minute call plus a written plan. Full refund if it isn't worth it