Dental workflow implementation

AI workflows. Real outcomes. Built for the dental front door.

Clerivo implements and operates the systems behind patient capture, intake, and follow-through—so your practice can keep moving when the front desk is busy.

Book an intake workflow assessment

One operational bottleneck. One implemented system.

Every engagement starts with your real process, then adds the approvals, routing, testing, and ongoing support needed to run it reliably.

Implementation engagements

Start where the patient journey gets stuck.

These are operational systems, not software subscriptions or chatbot experiments. We confirm fit before proposing an implementation plan.

SYSTEM 01

Intake Capture System

Never let a new patient inquiry go cold.

Implementation: $3,500–$6,000
Ongoing support: $1,250–$2,000 / month

A reliable AI intake workflow for the moments your front desk cannot answer immediately. Capture the reason for the call, collect the approved details your team needs, and route the next step into your existing process.

Included in the engagement

Call-flow mapping for new-patient and approved returning-patient inquiries
AI phone answering configured to approved hours, services, FAQs, tone, and escalation rules
Lead routing, appointment-request handoff, and missed-call alerts for the practice team
Launch testing, staff handoff, and monthly workflow monitoring

Best fit

One to three locations with an active new-patient focus, defined front-desk ownership, and a reliable scheduling handoff.

Book an intake workflow assessment

SYSTEM 02

Patient Intake Accelerator

Turn scattered patient details into a ready-to-work intake.

Implementation: $7,500–$12,000
Ongoing support: $2,000–$3,500 / month

An AI-assisted intake workflow that moves approved patient information from first contact to a clear staff-ready handoff—so the team spends less time chasing forms, details, and routine next steps.

Included in the engagement

Intake journey design across phone, text, email, and approved digital forms
Reminders for unfinished intake steps and appointment preparation
Structured routing of non-clinical intake details, form status, and exceptions
Workflow activity reporting, staff training, launch support, and monthly optimization review

Best fit

Practices with steady new-patient demand, a visible intake bottleneck, and leaders available to approve the launch workflow.

Book an intake workflow assessment

SYSTEM 03

Recall & Follow-Through Engine

Keep the next patient step from disappearing.

Implementation: $5,000–$9,000
Ongoing support: $1,500–$2,750 / month

An AI-assisted follow-through workflow for incomplete intake, approved patient reminders, and recall outreach. Every message follows your practice rules; every exception is surfaced for a human response.

Included in the engagement

Follow-through mapping for incomplete intake, missed appointment requests, and recall due lists
Approved SMS and email sequences with consent handling, escalation triggers, and stop rules
Response classification and routing for routine, exception, and staff-required replies
Recall workflow design, monthly message review, reporting, and tuning

Best fit

Established practices with permissioned communication channels, clear recall or no-show processes, and an owner for patient exceptions.

Book an intake workflow assessment

Built with appropriate boundaries

Reliable operations without overreaching.

Clerivo does not provide clinical advice, diagnosis, treatment recommendations, or emergency triage beyond an approved escalation path. Workflows that handle protected health information require a security, vendor, and responsibility review before launch.

Book an intake workflow assessment