Custom projects · assessment and pilot
Track consultation enquiries, approved plan follow-up and recall tasks while keeping clinical decisions with dentists.
Dental enquiries can require a consultation, an approved treatment plan and several follow-ups before the next appointment. ALGONLP can assess a dental CRM that gives reception and treatment coordinators a clear owner, status and next action. Keep administrative follow-up connected while dentists retain control of clinical advice, suitability and treatment decisions.
Workflow comparison
Illustrative comparisons for a scoped implementation. The proposed workflow depends on agreed processes, supported integrations and staff use.
Illustrative example
Illustrative example: a patient asks about a consultation. Reception assigns a coordinator, checks the real schedule and confirms the appointment. After attendance, the dentist determines the clinical plan. The coordinator records the approved administrative next step and a staff-reviewed contact task; any general reminder avoids disclosing treatment information.
Record necessary contact details, preferred contact method and administrative request, with appropriate communication permissions.
Give each enquiry an owner and response task. Escalate unanswered requests or questions requiring a dentist.
Reception checks the actual schedule and records confirmation, attendance or rescheduling.
A dentist provides the approved plan. The coordinator records quotation status and the next administrative action within their permissions.
Create staff-reviewed reminders for agreed appointments or plan stages without exposing treatment detail in general messages.
Use the clinic’s approved recall policy, record contact outcomes and close or defer tasks with a reason.
A scoped pilot can include enquiry capture, coordinator tasks, appointment status, quotation follow-up, recall queues and source reporting. Existing scheduling or practice software can remain where supported connections are available.
Start with the minimum information needed for administration. Clinical records, imaging, billing and patient portals are separate decisions with additional access and security requirements. If the clinic serves children, guardian communication, data collection and access controls need separate review before their records enter the system.
AI may summarise a permitted enquiry and draft replies from approved clinic facts. Staff confirm appointments, prices and message wording. Dentists decide clinical suitability, treatment and advice. Health information needs restricted access, an agreed retention policy and carefully reviewed external processing. General notifications should avoid revealing procedures or other sensitive details.
A good fit is a clinic with several reception or coordination staff, enough enquiries to justify a shared queue and a named owner for follow-up.
A low-volume solo practice may be better served by configured scheduling software. A full clinical-management platform requires a separate, specialist scope.
Review clinic-approved terminology, permissions, schedules and contact practices using fictitious or redacted examples.
Include an unanswered enquiry, reschedule, attended consultation and deferred follow-up without clinical automation.
Train staff, verify message permissions and integrate only the approved minimum records.
Agree the first release
Review minimal contact records, appointment identifiers, recall permissions and role boundaries without importing unnecessary clinical history.
Train reception and coordinators on handoffs, message review, restricted records and dentist escalation. Agree support hours, issue ownership, backups, recovery checks and change-request terms before rollout.
Useful answers
The first scope can work alongside it. We assess supported connections and avoid duplicating clinical records when an administrative link is sufficient.
That can be assessed with authorised platform access and appropriate contact permission. Staff approve templates and timing; messages should reveal only necessary information.
No. Questions about suitability, diagnosis and treatment go to the dentist. AI’s proposed role here is administrative drafting and task organisation.
Use agreed administrative measures such as response time, attended consultations and completed follow-ups. Define the baseline and attribution before interpreting any change.
Clinic count, coordinator roles, permitted channels, scheduling interfaces and privacy requirements drive the estimate. Clinical records or patient portals would need a separate scope and security review.
We set a phased schedule after discovery and access checks, rather than promise a date before scope is known. A rollout date depends on permission and privacy review, reliable appointment access and staff acceptance of the administrative pilot. Start with the agreed pilot and expand after sign-off.
Discuss a focused first step
Tell us how reception and coordinators currently manage enquiries and recall. Describe the workflow without sending patient records or treatment details through initial enquiry channels.
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