Referral & intake
Capture patient details, referral documents, urgency, preferences, and missing information without repeated calls.
Industry Solutions / Dental Groups
Remove friction from the patient journey.
We build internal AI products that move referrals and inquiries through intake, eligibility, scheduling, insurance coordination, treatment follow-up, and location-level reporting.
From first inquiry to completed follow-up
- 01Referral & intake
- 02Eligibility coordination
- 03Scheduling
- 04Patient follow-up
Where work gets stuck
Critical workflows deserve more than another generic tool.
We begin with the operating reality, then design the product around the people, decisions, rules, and evidence already in the work.
Eligibility coordination
Organize verification tasks, benefit details, open questions, and status for the front-office team.
Scheduling
Match appointment type, provider, chair, location, duration, and patient constraints.
Patient follow-up
Coordinate reminders, treatment-plan next steps, incomplete forms, and post-visit outreach.
What we can build
One internal product, assembled around your operation.
Not a standard product you have to work around. A focused operating layer that can connect the tools and data you already use.
Built withCOOs, managing partners, and practice presidents
Patient intake workspace
One status and one record across referral, forms, insurance, and scheduling.
Front-office queue
Prioritized work with ownership, missing information, and the next action.
Scheduling assistant
Fewer manual searches for the right provider, procedure, chair, and time.
Group operations brief
Location-level throughput, leakage, exceptions, and follow-up summarized for leaders.
Evidence, not promises
Measurable impact for Dental.
These are deployment results and study findings, not forecasts for your business. We use them to establish plausibility, then model your ROI from your own volume, time, labor cost, error rate, and throughput.
reduction in scheduling gaps
AI-driven appointment optimization and automated recall management.
Evergence deploymentsannual revenue recovery
Reduced no-shows, improved recall compliance, and faster insurance processing.
Evergence deploymentsfaster insurance verification
Automated eligibility checks and claim status tracking replaces phone calls.
Industry benchmarkincrease in treatment acceptance
AI-surfaced treatment opportunities and patient education at the point of care.
BCG healthcare report ↗The scorecard
Measure the product against operating outcomes.
- Faster intake completion
- Less front-office rework
- Fewer patients lost between steps
More Industry Solutions
Built for other operationally complex teams.
Start small. Prove value. Expand.
Show us one expensive workflow.
We’ll show you the internal AI product that can simplify it.
Start the conversation →