Dental

Dental automation templates

13 ready-made workflows for Dental. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: Slack, Gmail and Google Sheets.

Dental
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Automated Dentrix Treatment Follow-Ups
WebRun opens Dentrix each morning, runs the Treatment Manager for accepted treatment that was never scheduled, drafts a warm follow-up to each patient, and leaves them in Gmail for the front desk to review before sending.
DentrixGmailSlack
Automated Dental Unbilled Procedure Check
WebRun opens Dentrix at the end of each day, runs the Procedures Not Attached to Insurance report, lists the completed treatment with no claim, and posts the billing team a Slack worklist before the day closes.
DentrixGoogle SheetsSlack
Automated Dental Referral Thank-Yous
WebRun opens Dentrix each week, finds completed cases that came from a referring dentist, drafts a warm thank-you to each referrer, and leaves them in Gmail for the office manager to review before sending.
DentrixGmailSlack
Automated Dental Production Scoreboard
WebRun opens Dental Intelligence each evening, reads each provider's production against goal for the day, logs it in Google Sheets, and posts the team a Slack scoreboard so everyone sees where the day landed.
Dental IntelligenceGoogle SheetsSlack
Automated Dental Perio Recall
WebRun opens Open Dental each morning, runs the Recall List for periodontal maintenance patients who are due or overdue, drafts a caring reminder for each, and leaves them in Gmail for the front desk to review before sending.
Open DentalGmailTelegram
Automated Dental Balance Reminders
WebRun opens Open Dental every Monday, runs the Aging of Accounts Receivable report for past-due patient balances, drafts a polite statement reminder for each, and leaves them in Gmail for the front desk to review before sending.
Open DentalGmailSlack
Automated NexHealth Patient Onboarding
WebRun opens NexHealth each morning, finds patients newly booked for a first visit, drafts a warm welcome with their intake forms, and leaves it in Gmail for the front desk to review before sending.
NexHealthGmailSlack
Automated Dental Morning Huddle Prep
WebRun opens Dental Intelligence each morning, pulls the day's production, schedule gaps, unscheduled treatment, and outstanding balances, lays them into a Google Sheets huddle sheet, and posts the team a Slack snapshot.
Dental IntelligenceGoogle SheetsSlack
Automated Dental Eligibility Checks
WebRun opens Dentrix each afternoon, checks the insurance eligibility status for tomorrow's scheduled patients, logs each result in Google Sheets, and posts the front desk a Slack list of anything that needs a manual check.
DentrixGoogle SheetsSlack
Automated Dental Claim Tracking
WebRun opens Open Dental each morning, runs the Outstanding Insurance Claims report for rejected and aging claims, builds a clear worklist in Google Sheets, and posts the billing team a Slack summary of what needs reworking.
Open DentalGoogle SheetsSlack
Automated Dental Hygiene Reappointment
WebRun opens Dental Intelligence each morning, finds hygiene patients who left without booking their next cleaning, drafts a friendly rebooking note for each, and leaves them in Gmail for the front desk to review before sending.
Dental IntelligenceGmailTelegram
Automated Dental Case Acceptance Report
WebRun opens Curve Dental every Monday, pulls last week's treatment presented versus accepted by provider, lays the case-acceptance rates into Google Sheets, and posts the team a Slack summary by provider.
Curve DentalGoogle SheetsSlack
Automated Dentrix Appointment Recovery
WebRun opens Dentrix each morning, finds yesterday's broken and cancelled appointments, drafts a warm note inviting each patient to reschedule, and leaves them in Gmail for the front desk to review before sending.
DentrixGmailTelegram

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