Dental-system
by
Jatin Yadav
Jatin YadavCreate a AI-Powered Dental Clinic Operating System as centralized SaaS platform
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Automation
Workflow Automation Engine
Design, deploy, and monitor intelligent automation workflows across your dental clinic. Automate appointment reminders, billing triggers, patient follow-ups, insurance verifications, and HIPAA-compliant clinical notifications — all from one unified engine.
24Active
1,284Runs Today
98.7%Success Rate
Filter
Live Workflow Metrics
+3 this week
Active Workflows
+12.4%
Triggers Executed (This Week)
-0.4s vs last wk
Avg Execution Time
+2.1% vs last wk
Success Rate
-48% vs last wk
Failed Triggers
Engine Status: Operational
Scheduler: Running
Queue Depth: 12 pending
Last Sync: Just now
Real-time
Visual Rule Builder
Workflow Rule Builder
Design automation rules with drag-and-drop triggers, if-then conditions, and action sequences for your dental clinic workflows.
Preview
Draft
Triggers5
Appointment Reminder
24h / 48h before visit
Inventory Alert
Stock below threshold
Approval Chain
Treatment plan approval
Task Assignment
New task created
Patient Check-in
Patient arrives at clinic
Flow Builder4 nodes
TriggerAppointment Reminder
Fires 24 hours before scheduled appointment
IF
ConditionPatient Confirmed?
Check if appointment status is "Confirmed" or "Pending"
THEN
ActionSend SMS Reminder
Dispatch templated SMS to patient mobile number
THEN
ActionAssign Follow-up Task
Create task for receptionist to call patient
Actions5
1
Send Notification
Push / SMS / Email
2
Assign Task
To staff or role
Update Record
Patient / inventory record
Send Email
Templated message
Escalate
Notify supervisor
Rule Preview
WHEN appointment.reminder_due = 24h
AND appointment.status = "Pending"
THEN
send_notification(patient.mobile, template: "appt_reminder_sms")
create_task(assignee: "Receptionist", type: "follow_up_call")
AND appointment.status = "Pending"
THEN
send_notification(patient.mobile, template: "appt_reminder_sms")
create_task(assignee: "Receptionist", type: "follow_up_call")
Execution Monitor
Real-Time Workflow Execution
Monitor active automations, inspect execution logs, and manage running workflows across all clinic operations.
Active Executions
Appointment Reminder Automation
Scheduled — Daily 08:00 AM
69%
2m 14srunning
Insurance Claim Submission
Event — Claim Approved
0%
Waitingqueued
Post-Visit SOAP Note Generation
Event — Appointment Completed
100%
45scompleted
Inventory Restock Alert
Threshold — Stock < 10 units
35%
8sfailed
Patient Follow-up Email Campaign
Scheduled — Weekly Monday
44%
1m 02srunning
Appointment Reminder Automation
Fetch
Filter
Send SMS
4
Log5
DoneExecution LogLive
08:02:26info[exec-001] Step "Fetch Appointments" completed — 47 records retrieved
08:02:25info[exec-001] Step "Filter by date" completed — 12 appointments in range
08:02:24success[exec-003] Workflow completed — SOAP note saved for Dr. Rivera
08:02:22error[exec-004] Step "Send Alert" failed — SMTP connection timeout (code 421)
08:02:20warn[exec-004] Retry limit reached — workflow halted after 3 attempts
08:02:18info[exec-005] Step "Segment Patients" completed — 128 patients matched
08:02:15debug[exec-001] Sending SMS to +1 (555) 234-7890 — Patient: Sarah Chen
08:02:12info[exec-002] Execution queued — waiting for slot availability
08:02:10debug[exec-005] Composing email template "post-visit-6month-followup"
08:02:08success[exec-003] AI transcription confidence: 97.3% — approved automatically
Pre-built Templates
Workflow Templates
Deploy automation in seconds with ready-made workflows built for dental clinic operations.
Popular
Appointment Reminders
Automatically send SMS, email, and push reminders to patients 48h, 24h, and 2h before their scheduled appointment. Reduces no-shows by up to 40%.
2.5hhrs/week saved
184clinics using
Essential
Inventory Alerts
Monitor supply levels in real time and trigger purchase order workflows when items drop below reorder thresholds. Prevent clinical disruptions.
3.2hhrs/week saved
211clinics using
Popular
Treatment Follow-ups
Engage patients after procedures with personalized recovery tips, satisfaction surveys, and automated scheduling prompts for follow-up visits.
1.8hhrs/week saved
156clinics using
Essential
Insurance Claim Escalation
Track insurance claim statuses and escalate overdue or denied claims to the billing specialist, reducing revenue leakage from unactioned claims.
4.1hhrs/week saved
98clinics using
New
Patient Check-in
Streamline arrival with automated kiosk triggers, form collection, consent verification, and real-time staff notification when a patient is ready.
1.4hhrs/week saved
73clinics using
Essential
Staff Notifications
Centralize cross-department alerts for schedule changes, shift coverage requests, credential expirations, and urgent clinical communication.
2.0hhrs/week saved
142clinics using
Audit Trail
Workflow Execution Log
Complete history of all workflow executions, changes, and operational events across the clinic.
Workflow Name | Trigger | Last Executed | Exec Count | Status | Success Rate | Modified By | Timestamp | Actions |
|---|---|---|---|---|---|---|---|---|
Patient No-Show Re-Booking Auto reschedule after no-show | Event | 2026-06-25 10:15 | 516 | Error | 62.4% | DK Dr. Kim | 2026-06-25 10:20 | |
Appointment Reminder SMS Automated patient reminders | Schedule | 2026-06-25 14:32 | 4,821 | Active | 98.7% | DR Dr. Rivera | 2026-06-24 09:15 | |
New Patient Onboarding Welcome email + portal invite | Event | 2026-06-25 11:07 | 1,240 | Active | 96.3% | AC Admin Chen | 2026-06-23 16:40 | |
Insurance Claim Submission Auto-submit post-treatment | Event | 2026-06-25 13:55 | 892 | Active | 91.2% | BP B. Patel | 2026-06-22 10:20 | |
Inventory Reorder Alert Low stock auto-notify manager | Event | 2026-06-25 07:22 | 657 | Active | 100% | MT M. Torres | 2026-06-21 13:10 | |
Lab Results Notification Notify dentist on result ready | API | 2026-06-24 18:44 | 378 | Active | 99.5% | DK Dr. Kim | 2026-06-20 14:00 | |
Treatment Plan Follow-up 7-day post-plan follow-up | Schedule | 2026-06-23 08:00 | 2,104 | Paused | 84.6% | DR Dr. Rivera | 2026-06-19 11:30 | |
Staff Schedule Sync Sync to calendar on publish | Manual | 2026-06-22 16:00 | 143 | Inactive | 78.3% | AC Admin Chen | 2026-06-18 09:45 |
Showing 1–8 of 12 workflows
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