Our Appointment Generation Strategy Is Simple:
1) Get Patient Leads: Generate leads via online ads and other sources
2) AI Outreach: AI calls and texts leads, confirming patient details and checks if they’re ready to schedule
3) Live Transfer: Ready-to-schedule leads are live transferred to your office phone
💡If a lead calls your AI number, we’ll transfer them directly to your front desk phone. Simple pre-qualification still happens via the lead form before the call.
Why It Works
Leads are potential patients who’ve shown interest, like filling out a form. But sorting through them and making calls eats up your time.
That’s where our AI steps in—it filters out uninterested or unqualified leads and contacts every new lead within minutes, which is crucial! Harvard Business Review found that responding within 5 minutes boosts scheduling by 21x:
Patient Lead Notifications
You’ll receive notifications via text and email when:
A patient lead is transferred to your front desk.
A lead chats with our AI, shares a preferred time to book, but hasn’t yet been transferred to your front desk and therefore should be followed up.
FAQ
Will All Patient Leads Be Qualified?
Ad targeting isn’t perfect, and you’ll likely receive some unqualified leads (e.g. people located too far from your practice). Our AI and ads work to minimize this by clearly showing the price of your service and the location of your practice upfront.
What If My Front Desk Misses a Live Transfer?
Call the patient number from the “Hot Patient Lead” notification sent to your phone and email. Pick-up rates may vary, so it’s best for your front desk to be available to take live transfers during your business hours!
What Does Patient Leads See After Clicking an Online Ad?
Patient clicks on your ad and fills out a short form with their name and phone number. Then, the AI instantly sends a text, then follows up with a call during business hours.
Can AI Book Directly Into Our Calendar?
As your growth advisor likely mentioned, the AI books into your calendar by sending patients your scheduling link. Many clients use this approach with Dentrix, Open Dental, Eaglesoft, and others.
What Sources Are Used to Generate Patient Leads?
We generate leads through online ads (such as Facebook ads), your AI Receptionist, SMS System, and Referral Rocket System. Leveraging all channels maximizes patient opportunities!
How Does the AI Know About Our Practice?
It uses details from your onboarding form. If a question can’t be answered, your AI will forward patient calls to your front desk for assistance.