INDUSTRY / 04 / DIRECT PROMISE

Patient intake automation for dental and healthcare teams

Automate patient intake, reminders, follow-up, no-show recovery, and operational reporting for dental and healthcare service teams.

Capability Grid
DIAGNOSTIC / CAPTURE & RESPONSE / SEAL

Patient intake bottleneck

New patient requests lose momentum when forms, insurance, eligibility, and scheduling are scattered.

FTS RESPONSEIntake capture + scheduling handoff

Patient record matching / form routing / eligibility tasking / scheduling handoff

  • New requestsNew
  • Incomplete intakeIncomplete
  • Eligibility waitsWaiting
  • Schedule holdsHold
  1. 01.Patient inquiry
  2. 02.Intake captured
  3. 03.Record matched
  4. 04.Forms/eligibility routed
  5. 05.Visit scheduled
DIAGNOSTIC / WORKFLOW ORCHESTRATION / OPERATE

Forms and eligibility drag

Staff chase missing forms, consent, insurance details, and eligibility checks instead of protecting provider time.

FTS RESPONSEForm automation + eligibility queue

Missing-field reminders / eligibility task queue / document matching / staff alerts

  • Pending formsForms
  • Missing fieldsMissing
  • Eligibility checksCheck
  • Staff alertsAlert
  1. 01.Forms sent
  2. 02.Completion monitored
  3. 03.Missing info requested
  4. 04.Eligibility checked
  5. 05.Chart ready
DIAGNOSTIC / OPERATIONS VISIBILITY / OPERATE

Reminder and no-show risk

Confirmations and reminders break down when staff depend on manual calls and memory.

FTS RESPONSEAppointment reminders + recovery routing

SMS/email reminders / no-show risk prompts / reschedule capture / recovery routing

  • Unconfirmed visitsConfirm
  • Reminder dueDue
  • Reschedule asksReschedule
  • No-show riskRisk
  1. 01.Visit booked
  2. 02.Confirmation sent
  3. 03.Reminder sequence
  4. 04.Reschedule captured
  5. 05.No-show recovery routed
DIAGNOSTIC / GROWTH SYSTEMS / SCALE

Recall and follow-up decay

Completed visits do not reliably feed recall, treatment-plan follow-up, reviews, or reactivation.

FTS RESPONSERecall campaigns + reactivation reporting

Treatment-plan reminders / post-visit review triggers / reactivation segmentation / reporting

  • Recall queueRecall
  • Treatment follow-upPlan
  • Review asksAsk
  • Reactivation dueRestart
  1. 01.Visit completed
  2. 02.Next step classified
  3. 03.Recall/reminder sent
  4. 04.Response tracked
  5. 05.Practice status reported
WHY ACT NOW / THRESHOLDS

Leakage is measurable before it is obvious.

For practices, leakage is schedule health: reminders, recovery, recall, and follow-up determine how much provider time turns into care.

METRIC / 0121M+

appointments were tracked in a five-year dental reminder performance study.

Sesame / DrBicuspid study
METRIC / 0222.95%

reduction in dental no-shows after automated appointment reminders.

Sesame / DrBicuspid study
METRIC / 03$31.5k

average incremental production tied to better dental schedule compliance.

Sesame / DrBicuspid study
METRIC / 0415

studies in a 2023 review found SMS reminders significantly reduced non-attendance.

BMC Health Services Research
SOURCE REFERENCES

Referenced source labels

METRIC / 01 21M+ / appointments were tracked in a five-year dental reminder performance study. Sesame / DrBicuspid study Verified source METRIC / 02 22.95% / reduction in dental no-shows after automated appointment reminders. Sesame / DrBicuspid study Verified source METRIC / 03 $31.5k / average incremental production tied to better dental schedule compliance. Sesame / DrBicuspid study Verified source METRIC / 04 15 / studies in a 2023 review found SMS reminders significantly reduced non-attendance. BMC Health Services Research Verified source
Black-and-white dental intake workflow surface with forms, tablet schedule, sterile tools, gloves, and operatory context
WORKFLOW X-RAY

Inquiry to visit to recall.

01

Patient Inquiry

New patient and existing patient requests are captured and routed to the right next step.

02

Intake / Eligibility

Forms, insurance, consent, and eligibility tasks are triggered and tracked before the visit.

03

Scheduling / Reminder

Confirmations, reminders, and recovery messages protect schedule integrity.

04

Visit / Treatment

Clinical and administrative handoffs are easier to see and follow.

05

Recall / Follow-Up

Recall, review, treatment-plan follow-up, and reactivation sequences close the loop.

OPERATOR RISKS / ACTIVE HANDOFFS

Where the path needs ownership.

The vulnerable moments are administrative handoffs: before the visit, at confirmation, after treatment, and during recall.

01 / FRAGILE PRE-VISIT ADMIN

The visit is at risk before arrival.

Forms, confirmations, eligibility, reminders, and patient questions often live in separate places. That creates staff drag and patient uncertainty.

FTS RESPONSE / INTAKE FORMS + ELIGIBILITY TASKING
02 / NO-SHOW WORKFLOW GAPS

No-shows are operating failures.

When reminders, confirmations, waitlists, and recovery messages are not structured, provider time is wasted and the day becomes harder to manage.

FTS RESPONSE / REMINDERS + RECOVERY SEQUENCES
03 / MANUAL RECALL

Follow-up carries practice value.

Post-visit communication, recall, reviews, and treatment-plan follow-up need consistent workflows to protect long-term practice value.

FTS RESPONSE / RECALL + TREATMENT-PLAN FOLLOW-UP
FTS SOLUTION MAPPING

Seal. Operate. Scale. Adapt.

Make patient communication visible, time-bound, and owned from first request through recall and reviews.

Seal

Seal the leak

Web intake, AI reception, appointment request routing, missed-call recovery, and new-patient follow-up.

Operate

Operate the operation

Form triggers, reminders, recall workflows, insurance handoff, staff tasking, and review automation.

Scale

Scale the demand

Patient reactivation, referral campaigns, treatment-plan follow-up, landing pages, and reputation loops.

Adapt

Adapt the edge

Schedule health analytics, no-show trend review, AI script updates, and practice-system workflow tuning.