Dental service organizations

Dental service organizations automation templates

11 ready-made workflows for Dental service organizations. 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: Denticon, Google Sheets and Gmail.

Dental service organizations
All categories
Automated Dental Recall Reactivation Queue
Each week, WebRun opens Denticon, finds patients across every office overdue for hygiene recall, logs the reactivation queue to a Google Sheet, and drafts recall texts in Twilio for each office to approve.
Denticon›Google Sheets›Twilio
Automated Dental Fee Schedule Change Log
When a payer fee schedule changes in Denticon, WebRun captures exactly what moved, drafts a plain-language broadcast to office managers for approval, and posts the change log to Slack.
Denticon›Gmail›Slack
Automated Regional Dental KPI Scorecards
Every Monday, WebRun opens Denticon, builds a KPI scorecard for each region, logs it to a Google Sheet, and drafts a per region email to each manager that waits for a human to review and send.
Denticon›Google Sheets›Gmail
Automated Denticon New-Hire Access Prep
When a new hire appears in Okta, WebRun matches their role to the correct Denticon permission set and office, then queues the access request in Slack for an admin to approve before anything is granted.
Denticon›Okta›Slack
Automated DSO AR Aging Rollup
Each week, WebRun opens Denticon, pulls insurance and patient AR aging for every office, consolidates it in a Google Sheet, and posts a group aging summary to Telegram that flags the worst buckets.
Denticon›Google Sheets›Telegram
Automated Dental Chair Utilization Digest
Each morning, WebRun opens Denticon, measures how full each office's schedule is for the days ahead, logs open chair time to a Google Sheet, and posts a utilization digest to Microsoft Teams.
Denticon›Google Sheets›Microsoft Teams
Automated Unscheduled Treatment Portfolio
Each week, WebRun opens Denticon, totals the diagnosed but unscheduled treatment value at every office, logs it to a Google Sheet, and posts a portfolio view to Microsoft Teams ranking where the opportunity is.
Denticon›Google Sheets›Microsoft Teams
Automated Provider Credential Expiry Tracking
Each week, WebRun reads provider credentials and license dates across every office in Denticon, logs what is expiring to a Google Sheet, and drafts a reminder to your credentialing coordinator for approval.
Denticon›Google Sheets›Gmail
Automated DSO New Office Onboarding Tracking
When a new location moves to closed in Salesforce, WebRun builds its onboarding checklist in Asana, checks setup progress in Denticon, and posts a weekly status of every office still onboarding.
Denticon›Salesforce›Asana
Automated Denticon Office Variance Alerts
Each morning, WebRun opens Denticon, compares each office's production against its goal and its own trend, logs the variance to a Google Sheet, and alerts leadership in Microsoft Teams when an office slips.
Denticon›Google Sheets›Microsoft Teams
Automated Denticon Multi-Office Production Rollup
Each morning, WebRun opens Denticon, pulls yesterday's production, collections, and adjustments for every office, logs them to a Google Sheet, and posts a ranked group rollup to Slack.
Denticon›Google Sheets›Slack

Don't see your workflow?

Show WebRun any process once and we'll turn it into an agent that runs it on schedule.