Dental practices Early access
Treatment follow-up rep
Follows up through NexHealth with patients whose planned treatment isn't booked yet, and books their pick.
Rare
For dental practices
New patient onboarder
When a new patient books, sends your forms through NexHealth, checks what comes back and readies their file.
Early access. Before James works with patient records, we sign a HIPAA business associate agreement with your practice. Book a call and we will tell you where it stands.
- NexHealth
- Dentrix
A replay with a made-up business and made-up data, so you can see each step.
How he does it
7 steps, the same way every time, and one place where he asks you first.
- StartsWhen a new patient books
- 1Read new patient bookings in NexHealthNexHealth
- 2Draft a welcome with your forms link and what to bring
- 3Ask you first before messages go to new patientsHe asks you first
- 4Send it, and a forms reminder 2 days out, via NexHealthNexHealth
- 5Check each form and insurance card as it comes inNexHealth
- 6Update their Dentrix file with the new detailsDentrix
- 7Text you whose forms are still missing the day before
- What you getEvery new patient sent your forms, their answers and insurance in Dentrix, and a list of what is still missing.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
More Jameses for dental practices
Dental practices Early access
Front desk inbox
Answers patient texts about times, forms and bills in Weave, and hands pain or care questions to your team.
Dental practices Early access
Insurance verifier
Verifies each patient's dental benefits before the visit and notes what's left for the year in Dentrix.
Dental practices Early access
Review manager
Asks every patient for a Google review through NexHealth and replies without ever confirming who is a patient.