Custom code where it matters, n8n where it doesn't. Built on top of your existing PMS so nothing changes for the clinical team. Your front desk keeps using Eaglesoft or Dentrix exactly as before.
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35 to 50 hrs build
1. Insurance Verification Agent
A Playwright-driven agent logs into each carrier portal (Delta Dental, MetLife, Cigna, Aetna, BCBS) using stored credentials, pulls eligibility, deductible, maximum, and frequency limits, then writes the result into the patient note in Eaglesoft or Dentrix. Triggered automatically two business days before the appointment.
Stack: Playwright, OpenAI for OCR fallback, n8n orchestration, Eaglesoft/Dentrix bridge, Postgres audit log.
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25 to 35 hrs build
2. SMS Reminder + Reschedule Sequence
Appointment booked in the PMS triggers a sequence: confirmation at booking, reminder at 48 hours, reminder at 24 hours, day-of confirmation. Patient can reply YES to confirm, or RESCHEDULE to get a Calendly-style picker that respects the chair schedule. No-show prediction model flags high-risk slots so the front desk can overbook strategically.
Stack: Twilio, n8n, custom rescheduling API, PMS write-back, ML scoring on patient history.
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25 to 35 hrs build
3. Recall Call Automation (6-month, 1-year)
Patient hits month 5.5 since last hygiene visit, automation fires a personalized SMS, then a voicemail-drop if no response, then an email with a direct booking link. Patients who don't respond after two weeks roll into a "lapsed" list with a re-engagement offer. Front desk gets a daily digest of who booked.
Stack: Twilio (SMS + ringless voicemail), n8n, booking widget, PMS appointment write-back.
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20 to 30 hrs build
4. Review Request Automation
Appointment marked complete, two-hour delay, then a personalized SMS with a direct Google Business review link. Patients flagged as recent complainers in the PMS are filtered out automatically. Staff sees the review feed in a dashboard, can flag any 1 or 2 star result for follow-up before it hardens into a public complaint.
Stack: Twilio, Google Business Profile API, PMS hook, internal review dashboard.