Records Requests
New patient transferring in? AI handles the entire records request — from finding the old practice to following up.
The Problem
A new patient needs records from their old dentist. Someone on your team has to find the previous practice, write a formal letter, fax or email it, then remember to follow up if nothing comes back. It takes days and often gets forgotten entirely. The patient ends up with incomplete records and you're missing important history.
How It Works
Patient Flags the Transfer
When a new patient registers, they mention their previous dentist. That's all the AI needs to get started.
Finds the Previous Practice
AI looks up the old practice's contact details — address, fax number, email. No need for your team to search.
Generates the Letter
A professional records request letter is created automatically with all the right details — patient name, date of birth, your practice information.
Sends and Follows Up
The letter is sent out. If no response comes back within a set time, the AI sends a follow-up automatically. Your team doesn't have to remember.
What You Get
No Manual Letter Writing
The AI writes the letter for you. Professional, accurate, every time.
Automatic Follow-Up
If no response, a reminder goes out. No need for sticky notes or calendar reminders.
Records Arrive Faster
Requests go out the same day instead of sitting on someone's to-do list for a week.
Nothing Falls Through the Cracks
Every request is tracked. You always know where things stand.
Stop Chasing Records Manually
Let AI handle the paperwork so your team can focus on the patient in front of them.
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