Library / dental practices / Dental practices wire new patient, recare, and unscheduled as three machines

dental practicesHow to wire it

Dental practices wire new patient, recare, and unscheduled as three machinesOne 'we miss you' postcard is not a system. Holes in the book you cannot name are the leak.

A single practice (not a DSO) still dies the same way: new patients call, recare lives in a card box, unscheduled treatment is a shrug, after-hours voicemail loses the emergency to whoever texted. This vertical wires three journeys, two-way reminders, missed-call text-back, and reviews after a completed visit — with a weekly recare coverage number the dentist will actually look at.

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The short version

Intern through CEO

A single practice (not a DSO) still dies the same way: new patients call, recare lives in a card box, unscheduled treatment is a shrug, after-hours voicemail loses the emergency to whoever texted. This vertical wires three journeys, two-way reminders, missed-call text-back, and reviews after a completed visit — with a weekly recare coverage number the dentist will actually look at.

  1. 01

    The weekly number is recare-due with a next appointment, new-patient speed-to-lead, and show rate. Production without those is a busy clinical day with a leaking front desk.

  2. 02

    Two-way confirm beats a one-way reminder that nobody saw.

  3. 03

    After-hours: honest SMS now. Dental pain does not wait for 8:30.

  4. 04

    Do not blast the whole patient list a 'we miss you' that mixes recare, new, and treatment.

  5. 05

    GHL is not the chart. It is the journey layer the PMS will not run.

Who

Same system. Three jobs.

Read your row

Intern

What you actually do

Miss test, recare count, three names. You are not designing a logo for the practice.

Operator

What you protect

Three machines. After-hours honest. PMS vs GHL split. Reviews after visits.

CEO

What you refuse to fund

Unnamed holes in the book are the leak. Recare coverage and speed are the numbers. Until they exist, more ads are louder voicemail.

Wire

How to connect it

Objects, then edges

New-patient inquiry, appointment confirm, recare_due, unscheduled_treatment, missed-call SMS, GBP, PMS vs GHL split, show rate.

  1. 01

    Web/phone → GHL speed path; appointment in PMS or GHL as you chose, but the inquiry is not a pad

  2. 02

    Recare_due → booked or tasked; coverage % Monday

  3. 03

    Unscheduled → its own tone, not recare copy

  4. 04

    Completed visit → review wait, then GBP; unhappy private

Steps

Do this in order

Why, then done when
  1. 01

    Three journeys on paper

    New, recare, unscheduled. Different workflows.

    Why: One postcard is not three jobs.

    Done when: Three names.

  2. 02

    Missed-call SMS

    Test miss. SLA.

    Why: Pad + voicemail is the leak.

    Done when: SMS under SLA.

  3. 03

    Recare_due list

    Even a manual load this week. Coverage %.

    Why: Card box does not make Monday.

    Done when: A list in GHL or a sync you can count.

  4. 04

    Two-way reminders

    Confirm that writes show intent.

    Why: Ghosts.

    Done when: A confirm test.

  5. 05

    Review after visit

    Not at checkout panic. Unhappy path.

    Why: One-stars you could have caught.

    Done when: Completed test, not inquiry test, gets the ask.

What an intern should wire first

Three journey names. Miss-on-purpose. Recare list count. Reminder confirm. Review trigger on completed only.

What the owner-dentist should refuse

More Google ads, a postcard vendor, or a new website until recare coverage and speed-to-lead exist. Ads into a card box buy holes you still cannot name.

The usual failure

Ads. Card box. Pad. Review QR at pay. After-hours voicemail. That is a practice with a marketing spend, not a front-desk system.

The weekly number

Recare coverage, new-patient minutes-to-first-touch, show rate. Fifteen minutes Monday.

Why

Questions people actually ask

Pushback is normal

We’re too small for this.

Small is why the card box hurts. Coverage % is still the number. The intern can run it.

Our PMS does recall.

If you can name coverage and two-way SMS is true, GHL may be thinner. If recall is a printout, GHL is the machine.

Patients hate texts.

Two-way confirm is not a marketing blast. Missed-call text-back is the offer. Track opt-out; do not skip the job.

This week

This week: three journeys, missed-call SMS, recare list, two-way remind, review on completed. No postcard campaign.

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Working notes

GHL Engine Checklist

The minimum CRM, pipeline, and nurture spec before you add more pages. Request the file. It arrives by email — not a public dump, not a drip of slogans.

Request the notes ↗
Next

If the leak is expensive, talk.

Email and WhatsApp stay open. A call is for installing the system — not for a tour of tools.