Every AI agent and patient communication workflow we deploy for medical and dental practices is built within HIPAA Privacy Rule requirements (45 CFR Parts 160 and 164). No patient health information (PHI) is used in advertising targeting. Patient records stay inside your practice management environment.
Our agents know what HIPAA's marketing definition means: a communication that encourages the purchase of a product or service requires explicit patient authorization unless it falls within the Treatment, Payment, or Operations exception. Every communication we automate is designed to fall within those safe harbors — or we don't automate it at all.
We use demographic, geographic, and intent-based targeting exclusively. No health condition targeting, no behavioral health data from ad platforms. Patient records stay in your PM system.
Recall and reactivation messages are framed as Treatment or Operations communications — reminding patients about recommended care, not marketing a product. Our agents are trained on where this line is.
Review requests are sent without referencing the patient's treatment, diagnosis, or any PHI. Responses to patient reviews never confirm whether someone is a patient. Our agents flag potential HIPAA violations in draft responses before they post.
All automated patient communications use HIPAA-compliant messaging platforms with encryption, access controls, and audit trails — not standard email or SMS without appropriate safeguards.
A 20% no-show rate on a 30-appointment day means 6 empty slots. At $150/slot average, that's $900 lost per day — $225,000 per year. Our multi-step reminder sequence (72hrs, 24hrs, 2hrs before) cuts no-shows by 35–40%, typically recovering $80,000–90,000 in annual production with a single automation.
Industry data shows only 30–40% of dental patients who need recall actually return. Automated recall campaigns — timed to last-visit date in Dentrix or Eaglesoft — bring that number to 55–65%. For a 10-chair dental practice, a 20% improvement in recall compliance translates to $350,000–500,000 in additional hygiene production annually.
Fee-for-service practices need to market their value explicitly — the higher out-of-pocket cost must be justified by the experience, access, and quality they deliver. PPO practices compete on insurance acceptance and availability. We build your marketing strategy around your specific model, not a generic 'find a dentist' approach.
Elective procedures — cosmetic dentistry, Botox, laser treatments, functional medicine — are cash-pay, not subject to insurance write-offs, and carry 60–80% margins. Google Ads for aesthetic procedures convert at 6–12% because the patient is already decided. We build specific funnels for each high-margin procedure in your practice.
At a 4.2 Google rating, your local pack click-through drops 40% compared to a 4.8. One bad review from an unhappy patient can take 8–10 positive reviews to counteract in ranking signal. We send review requests 2 hours after checkout — when satisfaction is highest — and monitor all platforms for responses that need physician-reviewed language.
We integrate with Athenahealth, Kareo (Tebra), Epic, Practice Fusion, Dentrix, Eaglesoft, and Open Dental. When a patient's recall date is reached in your EHR, the sequence fires. When a new patient appointment is completed, the review request is queued. All triggers live inside your PM system — no PHI moves to external platforms.
Our AI agents and all patient communication systems are built within HIPAA Privacy Rule requirements. We never use patient health information in advertising targeting. All patient data stays in HIPAA-compliant environments, and we use only demographic and intent-based targeting — never health condition data from ad platforms.
Automated multi-step appointment reminders — sent 72 hours before, 24 hours before, and 2 hours before — reduce no-show rates by 28–40%. We also build post-no-show reactivation sequences that immediately rebook the appointment rather than leaving the slot permanently lost.
Yes. Hygiene recall for dental practices, annual physical reminders, and follow-up sequences are automated based on last-visit date in your EHR. Most practices see 25–35% improvement in recall compliance, translating to $200,000–500,000 in additional annual production.
We integrate with Athenahealth, Kareo (Tebra), Practice Fusion, Epic, Dentrix, Eaglesoft, and Open Dental — connecting your PM software to marketing automation so appointment completions, recall dates, and new patient events trigger the right sequences automatically.
Local SEO is the primary driver — ranking for '[specialty] near me' captures patients actively searching for a provider. Google Ads for elective and aesthetic procedures convert at high rates. Patient review management ensures your star rating supports local pack visibility. Each channel is tracked to actual new patient appointments.
30-minute free Autopilot Audit. We'll review your no-show rate, recall compliance, review profile, and new patient acquisition cost — and show you exactly what a fully integrated practice marketing system delivers, safely and compliantly.
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