Worked example
Dental clinic
Four operatories, two dentists, three hygienists, two people on the front desk. Around 60 calls a day.
The problem
The front desk was checking patients out, taking payments and answering the phone at the same time. The phone lost, mostly between 11:30 and 1:30 and in the last hour of the day.
A new patient calls three clinics. Two go to voicemail. They book with whoever picked up, and you never learn the call happened.
| Measure | Baseline |
|---|---|
| Calls answered | 68% |
| After-hours calls to voicemail | ~30/week |
| Voicemails never returned | About a third |
| Average callback time | 4+ hours |
| Overdue hygiene recalls | 340 patients |
What we built
Answers on the first ring, every line at once, at any hour.
Booking, rescheduling and cancelling
Written into the practice software, respecting appointment types, provider schedules and block booking rules. It will not put a 90-minute new-patient exam into a 30-minute hygiene slot.
The repeat questions
Hours, parking, whether you are accepting new patients, direct billing, which plans, what happens at a first visit.
Text confirmations and reminders
With a reply option to confirm or move the appointment.
After-hours calls
Get a conversation and an appointment instead of a beep.
What goes straight to a person
- Anything that sounds like an emergency is routed to the on-call line, with name and number already captured.
- Anything clinical. It does not answer questions about symptoms or medication.
- Anyone upset, confused, or asking for someone by name.
- Billing disputes.
Every call leaves a transcript and a short summary in the practice inbox.
Data handling
Stays on Canadian infrastructure. Defined retention limits, access logged, reviewed against provincial health privacy law before go-live.
Results after three months
| Measure | Before | After |
|---|---|---|
| Calls answered | 68% | 97% |
| Appointments booked after hours | 0 | ~40/month |
| Overdue hygiene recalls | 340 | 95 |
| Front desk hours returned each week | None | ~9 |
Calls still transferred to a human
12%
We publish that on purpose. It is the emergencies, the clinical questions and the billing calls, where a person is the better answer. Anyone quoting zero is not measuring it.
The nine hours a week went into insurance follow-up and working the recall list. That is what moved 340 down to 95.
Timeline: Six weeks, including two weeks running alongside the existing phone system before switching over.