Automations for dentists
Document and proposal generator for dentists
Most dental practices I talk to mention the same thing: patients ask the same questions about insurance, prices and parking. The document generator deals with it quietly while the front desk is juggling check-ins and insurance calls. Creates proposals, letters and contracts from a template using details you already have.
Where dental practices lose time today
- Patients ask the same questions about insurance, prices and parking.
- New patient forms get filled in on paper in the waiting room.
What it looks like in practice
Take a two-chair dental practice with one receptionist as an example. After a call you pick the record in Open Dental and click one button. A draft document is ready in your shared drive with names, dates and prices filled in and a short custom section drafted for you to check.
How it works for dentists
For a two-chair dental practice with one receptionist, the flow is short and predictable.
- You fill a short form or pick a record in Open Dental.
- The right template is chosen.
- Details are filled in and AI drafts any custom text.
- A finished document is saved to your shared drive.
- You review and send.
Tools it connects to
It plugs into the tools dental practices already use, such as Dentrix and Open Dental, and runs on n8n, Google Docs and OpenAI.
Questions from dental practices
Does the document generator work with Dentrix?
It depends on your Dentrix plan. Some tools open their data through an API and some keep it locked, so before we start I check what yours allows. If a direct connection isn't possible, I'll say so and suggest a workaround before you pay anything.
How is patient data handled?
For the document generator, data stays in your own accounts where possible, and each step only gets the details it needs. We go through your rules, such as HIPAA or GDPR, before I build anything, and confirm the setup with your compliance adviser if you have one.
Can I change how it works later?
Yes. The document generator keeps its messages, timings and rules in settings or a simple sheet you can edit. For bigger changes, such as a new step for your patients, message me and I'll quote it first.
Want this for your dental business?
Tell me how your dental business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built