odonto.bot
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Optimizing collections: quote administration via AI

Optimizing collections: quote administration via AI

In dental centers with over 9 practitioners, hundreds of implant or orthodontic quotes remain pending signature each month. Manually following up on these quotes is time-consuming for reception staff and can impact patient relationships.

Odonto.bot structures this administration intelligently. By identifying quotes that have remained inactive for a set duration (e.g., 14 days), odonto.bot prepares a personalized friendly message.

A follow-up process that respects medical ethics

Odonto.bot does not deploy aggressive commercial follow-ups. The AI models draft messages focused on care coordination and financial options (e.g., installment proposals or explanations of insurance benefits).

« By triggering these targeted notifications, odonto.bot helps clinic managers gain clear visibility into scheduled treatments and improves the center's overall economics without friction. »

Automating these processes with odonto.bot relieves administrative teams of repetitive phone calls while stabilizing the clinic's future treatment scheduling.

Explore a concrete implementation of this workflow in our shared Make.com demo scenario. This workflow integrates DentO (www.dento.it) and Doctolib Italy (pro.doctolib.it) to check if pending quotes of patients who don't have any upcoming appointments were relaunched. If not, it triggers a gentle Gmail reminder to help them decide on their treatment plan and easily book an appointment via Doctolib to proceed or clarify.

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