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Dental practice booked $241,000 of treatment patients had left unscheduled

A 14 person dental practice on Daniel Island had $612,000 of diagnosed treatment that patients had never booked, and the staff's own AIs (six the AI, four the AI, two the AI) now read each day's patient notes every evening, offer open slots to the longest waiting patients and book on a yes. Of the $612,000, $188,000 of work is done and $241,000 more is booked, and same month bookings rose from 38 percent to 71 percent.

$188,000one time

How it works

  1. Every evening at 7, read the day's end of patient notes in Teams
  2. Write the reason and a follow up date on each treatment plan
  3. Queue the morning call or text
  4. When a slot opens, offer it within 10 minutes to the longest waiting plan
  5. Book on a yes and confirm

Why it’s worth knowing

The office was closed for five days over the Fourth of July and the AIs still filled 11 open slots with patients whose crowns had waited since spring.

Where it’s from

Summarized from a public post on youtube.com. See the original ↗

Upgraded prompt

A ready-to-use prompt for this idea, built from research on what makes AI agents do the job right: who the AI should be, the exact steps, and a check to make sure it was done the way you wanted.

1Who the AI should be
2The prompt, with the steps
3The check when it’s done
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