Automations
Your live operations layer
LiveThese aren't reminders living on a separate app. Each one connects straight into the systems your team already uses, works with your real data inside them, and runs on its own — every day, automatically. The portal is just your window into what's happening.
We don't move your operation onto our software — we connect into the tools you already use, do the work there, and surface the results here.
When a new patient is logged, records how they found the practice and, for patient referrals, queues a personal thank-you note for the doctor to send. Currently paused — waiting on the new-patient-source field mapping (see Action Items).
Every weekday morning, builds a prioritized worklist of unpaid insurance claims and patient balances sorted oldest-first, so the billing coordinator works the most overdue accounts first. Never contacts patients — staff make every call.
Daily scan for patients overdue for their 6-month cleaning. Produces a call list for the front desk — your team makes the calls themselves, no automated patient messages.
Nightly job that flags patients due for routine bitewing X-rays or who have treatment-planned work that was never scheduled, so nothing falls through the cracks at the next visit.
Each morning at 7am, compiles the day's schedule into a one-page huddle sheet for the front desk: who's coming in, balances to collect at check-in, new patients to greet, and who's due for X-rays. Reads from your practice software.
Emails the doctor a close-out each evening: production collected today, tomorrow's schedule at a glance, no-shows to follow up, and any claims that aged past 30 days.