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Health

Automation for dental practices.

Unscheduled treatment and lapsed recall are the two largest pools of revenue a dental practice already owns and never collects. A Convoy CIS works both continuously instead of when someone has a spare afternoon.

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01 / The friction

What we map first.

Before anything gets built, we go and look. These are the patterns we expect to find in a dental practices operation. The recon confirms which ones are actually costing you, and which are fine as they are.

  • Accepted treatment plans that never get scheduled
  • Recall lists worked sporadically
  • Insurance verification done by phone, one patient at a time
  • Schedule gaps unfilled because there is no live shortlist
  • Patient balances ageing with no structured follow-up

Any system touching patient data is scoped for HIPAA at the recon stage.

02 / The build

What a CIS would run.

Scoped and priced from the recon, deployed in your environment, owned by you. A human stays in command of every judgement call.

01

Treatment plan follow-up

Unscheduled accepted treatment surfaced and pursued.

02

Recall engine

Due and overdue recalls contacted on a schedule.

03

Insurance verification

Coverage checked ahead of the visit rather than at the chair.

04

Gap filling & collections

Cancellations backfilled from a live list; balances aged and chased.

03 / The dashboard

This is how your board could look.

A command view built for Dental Practices. Click an agent to see what it owns, switch a unit on, or add a panel. Nothing here is real data.

Command

Dental Practices
As of --:--:-- Illustrative
Panels
Open items 18 awaiting action +12
Cleared today 42 no human touch -4
Needs command 3 escalated to you +3
Automated 94 % of steps, no human +8

Role agents

1 needs command

Activity

streaming
06:41 INTAKE New records captured and routed to the right owner.
06:38 DOCS Documents generated from one source record.
06:35 FOLLOW-UP Overdue items surfaced with outreach drafted.

Illustrative only. Every figure here is invented to show the shape of the board. Convoy has no shipped builds yet and does not present demo numbers as client results.

04 / Wired into

Your tools stay your tools.

A CIS integrates rather than replaces. These are the systems we would expect to wire into here. If yours is not listed, it is almost certainly still workable.

Dentrix Open Dental Eaglesoft Twilio Stripe QuickBooks

See the full connector list →

05 / Deploy

Start with a recon.

We study your real operation before writing a single line. Tell us how you move, and we will map where a CIS earns its place.

No cost. No obligation. We will tell you if a CIS does not earn its place.

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We use this only to prepare your recon. We do not sell or share it.