Dental office

14 patients are due for a cleaning

Reggie drafts the recall texts, Mia turns the replies into holds, and Nora follows up on one open balance. Your front desk approves each step.

On this job

ReggieMarketing and growth
MiaChief of staff
NoraBilling, books and reports

Recall list, this monthHarbor Family Dental

14 due11 agreed to texts

Reggie, the AI employee for marketing and growth, at a laptop

Due list8:10 a.m.

ReggieMarketing and growth

Who is due this month

Reggie reads the recall dates. Of 14 patients due, 11 agreed to texts.

Recall list

Reggie’s computer

Live

Inbox

YouRecall list

Sheets

Recall list	Detail	Status
14 patients due	Six-month cleaning	Read
11 agreed to texts	Texts go only to them	Ready
3 without text consent	On a call list for your team	Call list

Reggie is working. Take over to pause Reggie and use the computer yourself.

Done: 14 patients due: Six-month cleaning (Read)
Done: 11 agreed to texts: Texts go only to them (Ready)
Done: 3 without text consent: On a call list for your team (Call list)
In progress: Recall list

You approve8:14 a.m.

11 recall texts wait for you

Needs your approval

Send 11 recall texts

Text messageHi Maria, it's Harbor Family Dental. You're due for a cleaning. Reply with a day that works and we'll find a time. Reply STOP to opt out.

Why11 patients are due and agreed to texts.

If you approveThe 11 texts go out at 9 a.m.

Replies10:30 a.m.

Handoff: Reggie to MiaReggie passes the replies to Mia to find times.

MiaChief of staff

Six patients replied

Mia reads each reply and finds open times with Dr. Okafor and Dr. Lin.

Replies and holds

Mia’s computer

Live

Inbox

YouReplies and holds

Sheets

Replies and holds	Detail	Status
Maria Santos	Thursday, 9:30 a.m. with Dr. Lin	Hold drafted
Tom Nguyen	Friday, 2:00 p.m. with Dr. Okafor	Hold drafted
Priya Shah	Asks if her plan covers it	For the front desk
Three more patients	Times drafted	Hold drafted

Mia is working. Take over to pause Mia and use the computer yourself.

Done: Maria Santos: Thursday, 9:30 a.m. with Dr. Lin (Hold drafted)
Done: Tom Nguyen: Friday, 2:00 p.m. with Dr. Okafor (Hold drafted)
Done: Priya Shah: Asks if her plan covers it (For the front desk)
Done: Three more patients: Times drafted (Hold drafted)
In progress: Replies and holds

Waits for you10:42 a.m.

What Mia leaves to you

Waiting for your front desk

Priya asked about coverage. Mia does not promise what insurance covers, so she flags it.

Answer Priya's coverage question
Run an insurance eligibility check
Confirm the five holds and send the texts

Balance10:50 a.m.

Handoff: Mia to NoraOne patient has an open balance from an earlier visit. Mia passes it to Nora.

NoraBilling, books and reports

One balance is 45 days old

Balance, ReyesDraft

Cleaning, Aug. 29$180
X-rays, Aug. 29$240
Insurance paid$0
Open balance 45 days$420

Text to Mr. ReyesHi Mr. Reyes, this is Harbor Family Dental. Your balance from Aug. 29 is $420. You can pay with this link or call us to talk it through.

Adjusting or writing off a balance goes to a second person.

Whole job10:50 a.m.

One recall, three AI employees

The whole job, October recall

Done or approvedWaits for you

Read the due listReggie · 14 due, 11 agreed to texts 8:10 a.m.Done
Approved 11 recall textsYou 8:20 a.m.Approved
Drafted five holds from repliesMia · Thursday and Friday openings 10:30 a.m.Waits for you
Flagged a coverage questionMia · The front desk answers it 10:42 a.m.Waits for you
Drafted a balance reminderNora · $420, 45 days old 10:50 a.m.Waits for you

Every step is logged. Nothing goes out until you approve it.

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