A patient calls, submits a web form, or is referred by another patient.

Call is logged. A follow-up task is created and assigned to the Front Desk with the new-patient script attached. Nothing falls through.

The patient books their visit.

A confirmation sequence fires automatically — 7 days out, 48 hours out, and the morning of. Texts, calls, and emails. The Front Desk doesn't have to remember any of it.

48 hours before the appointment, the practice needs to be ready.

An insurance verification task lands in the Front Desk queue with the checklist attached. Intake forms are sent. Everything is ready before the patient walks in.

The patient arrives. First impressions matter.

The Front Desk has a welcome task with your exact greeting script. The tour, the welcome presentation, the data collection — all in the task, in order, every time.

The dentist examines the patient and identifies treatment needs.

Clinical findings are logged. Pearl AI flags X-ray findings and creates a task for the Treatment Coordinator. Nothing gets missed between the chair and the front.

The Treatment Coordinator presents the plan and the financials.

Your best coordinator's exact script is in the task — the one that closes. Cherry Financial is triggered automatically so financing is ready to offer. No fumbling.

The patient receives their treatment.

The clinical team has the procedure SOP and the Loom walkthrough right in their task. Every step, every supply, every protocol — exactly as it should be done.

Before the patient leaves, the next appointment should be set.

A task fires to schedule the next phase of treatment or recare. Oryx flags any unscheduled treatment. Nothing leaves the building without a next step.

Payment, insurance submission, and financial close-out.

The Financial Coordinator has a task with the collection script and the insurance submission checklist. Outstanding balances get flagged automatically.

The patient is home. The experience isn't over.

A 24-hour follow-up call task fires automatically. A review request goes out. If the patient doesn't respond, a second task fires. Nothing gets forgotten.

Signal Detection

PMS/Oryx fires signals at every key moment. SOPHIE catches them all and routes the right task to the right person.

Role-Based Routing

Every task goes to the right person automatically. Front Desk, Treatment Coordinator, Financial Coordinator — no one has to decide who owns it.

SOPs in Every Task

The script, the checklist, the Loom video — attached to the task at the moment your team needs it. No manual. No training day.

Live Accountability

Every step completed or missed is visible to leadership in real time. The Fix List catches what slipped before it compounds.