General Dental Practice
Dentistry · AI Solution Architect Proposal Template
Example deliverable generated by the AI Solution Architect from a typical small-business profile. Not actual customer results. Real outcomes are sized during your discovery call.
What We Found
This dental practice handles scheduling through phone calls that keep the front desk on hold all day. The ongoing paper-to-EHR chart transition creates duplicate data entry and errors in medical histories. Manual insurance verification delays treatment acceptance, and a recall list of 340 patients overdue for cleanings sits untouched because no one has time to call.
Pain points we identified
- Front desk spends 60% of time on phone scheduling — patients on hold 4+ minutes
- Transitioning from paper to EHR: staff entering data twice, errors in medical histories
- Insurance verification: 15 min per patient calling the carrier, delays treatment acceptance
- Recall list of 340 patients overdue for cleanings — no one has time to call them
"You went to dental school to care for patients, not to manage a phone queue and chase insurance reps all afternoon."
What We Recommend
Patient Self-Scheduling, EHR Integration & Recall Automation
We implement a patient self-scheduling portal integrated with your practice calendar, an EHR data migration with smart deduplication to eliminate double entry, automated insurance eligibility verification before each appointment, and a recall campaign system that contacts overdue patients via SMS and email automatically.
Mahoosuc products applied
- Market Intelligence — practice opportunity scoring and recall campaign automation
- SalesOS — appointment confirmation, reminder, and follow-up flows
- ContentStudio — post-visit review requests and patient reactivation sequences
Better service for your customers
Your patients book online at midnight, arrive with insurance pre-verified, get treatment plans faster, and never miss a cleaning because you reminded them three times — they refer their family.
Your Day, Before and After
Your Day, Before and After
What changes when the admin work disappears.
- 8:00 AM
Front desk arrives — 6 voicemails about scheduling. Returns every call individually.
- 9:15 AM
New patient calls to confirm insurance coverage. 15-minute hold with the carrier.
- 10:30 AM
Paper chart from 2021 pulled for returning patient — staff re-enters medical history into EHR.
- 12:00 PM
Lunch break interrupted by scheduling call. Patient books, front desk updates spreadsheet.
- 2:00 PM
Insurance verification call for tomorrow's patient — carrier puts them on hold for 20 minutes.
- 4:30 PM
End of day: 340-patient recall list still untouched. No time to make calls today either.
- 8:00 AM
4 patients self-booked overnight via the portal. Confirmations sent automatically.
- 9:15 AM
New patient's insurance eligibility verified automatically overnight — coverage ready at check-in.
- 10:30 AM
Returning patient's EHR fully migrated — staff reviews a clean record, no re-entry needed.
- 12:00 PM
Front desk takes a real lunch — no scheduling calls, portal handles new bookings.
- 2:00 PM
Tomorrow's schedule pre-verified: all insurance statuses confirmed, no calls needed.
- 4:30 PM
Recall campaign ran at noon — 47 patients messaged, 11 appointments booked automatically.
They gained back 18 hours/week back. Used it to added a hygienist and opened Friday afternoon hours.
How the numbers get real
We don't publish point-estimate savings on this page. Every business is different — the friction in your day, the staff hours you'd actually recover, and the revenue we'd unlock all need a real conversation before anyone should believe a number.
On the discovery call, the AI Solution Architect walks through your current operation, sizes the workflow above with honest range estimates, and delivers a confidence-labeled implementation plan. The implementation then proves the estimate.
- T-shirt sized scope (S / M / L / XL) with effort and cost ranges
- Stack recommendation tied to your existing tools
- Architecture diagram and phased implementation plan
- Confidence labels on every estimate so you know what's solid and what needs more discovery
How We Do It
Total timeline:
Discovery & Assessment
2 weeksWe audit your current workflows, document your tools and processes, identify the highest-leverage automation opportunities, and align on success metrics with you.
- Workflow audit document
- Integration map
- Success metrics agreement
Implementation
3–4 weeksWe build and configure your automation stack. Every integration requires your approval before going live. You see each piece working before we move to the next.
- Working automation flows
- Staff walkthrough sessions
- Approval on each step
Testing & Handoff
1–2 weeksWe run parallel operations — old process and new — to validate results. You keep full access to your data and configuration. We hand off with documentation and direct support.
- Parallel validation results
- Full documentation
- Direct support line
Human approval on every step. Nothing goes live without your sign-off.
Ready to Talk?
Book a 30-minute call to discuss this proposal. We'll walk through the numbers and answer every question.
This proposal was generated by our AI market intelligence platform and reviewed by Aaron Bentley, operator of Mahoosuc Solutions. All numbers are estimates based on industry benchmarks and similar implementations.