Case study 01 · Inquiry forms and follow-up

First messages worth answering for new patient appointments

For new patient appointments, first messages now carry everything needed to choose a follow-up.

The story

Whereitstarted,andwhat we changed

Three stations, in the order the practice lived them. The first two are the practice's description of the old way; the third is the build.

  1. Station 01

    Starting point

    The sedation and anxious-patient dental practice relied on a plain email link for new patient appointments. Messages turned up with no shared format and rarely enough detail to reply in one attempt.

  2. Station 02

    The problem

    Day to day with new patient appointments, staff spent their first reply asking for information that should have arrived with the inquiry. Under pressure, that extra step became an overnight delay.

  3. Station 03

    What we built

    A structured form now captures visit reason, preferred day and callback details. Staff notifications arrive in one consistent layout with the inquiry type flagged, and the sender sees that the next step is an appointment callback from the reception team.

Features used

3partsofthepackage,put to work

Each one links to the page that explains how it works on every site we build.

Timeline

10 working days, counted from content approval

10 working days after content approval, including staff review and handover.

Across all 20 case studies, builds ran from 10 to 25 working days after approval. The bar is drawn to that scale.

Live demo

Want this fixed on your own site?

A 30-minute walk-through of the site you would get, with the inquiry forms and follow-up set up the way your front desk works.

Book a demo

What changed

For new patient appointments, first messages now carry everything needed to choose a follow-up.

One message about new patient appointments now carries what three used to. The difference shows up every morning.
Olive ElleryNew patient coordinatorSedation and anxious-patient dental practice, Santa Rosa, California

Answers

Questionsaboutthis case study

How long did this project take for the sedation and anxious-patient dental practice?

10 working days after content approval, including staff review and handover. The clock starts when the practice approves the content, so the build never waits on a draft nobody has signed off.

Which parts of the build did this case use?

Purpose-specific fields, Readable notifications, Clear response expectations. Each one is listed above with a link to the part of the package that carries it.

Why is the practice not named?

The practice agreed to share the work and their words on the condition that the business stays anonymous. You see the practice type, the region and the team size, and the quote is attributed to Olive Ellery, new patient coordinator, by name and role.

Could our practice get the same thing?

Very likely, because this is the kind of work every plan is built around. Plans start at $137 a month with the $797 build fee invoiced only after launch. Book a demo and we show you how it would look and route on your own site before you commit to anything.

More answers on the full FAQ page, or email us and a person replies within one working day.

Next step

Seewhatyour first messagecouldlooklike.

From $137 a month, live in 7 days, and nobody at the practice ever logs into anything.