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    Case study 05 · Answers and reference pages

    A preparation guide that steadies new patient appointments

    For new patient appointments, staff share a single current guide before any conversation. Visitors arrive with enough context to be useful, without being asked to upload personal records through a general form.

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    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 emergency and general dental surgery briefed every new patient appointments contact individually. The instructions were sound but never the same twice.

    2. Station 02

      The problem

      Day to day with new patient appointments, versions multiplied until no two customers had quite the same instructions. First conversations regularly began with corrections rather than the matter at hand.

    3. Station 03

      What we built

      A single maintained guide now covers visit reason, preferred day and callback details in plain language and outlines new patient information and reception hours. Public forms request only first-contact details; sensitive records follow the business's approved channel later.

    Features used

    4partsofthepackage,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 answers and reference pages set up the way your front desk works.

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    What changed

    For new patient appointments, staff share a single current guide before any conversation. Visitors arrive with enough context to be useful, without being asked to upload personal records through a general form.

    Our new patient appointments preparation now lives in one place. I stopped rewriting the same instructions and the conversations are better for it.
    Margaret PrescottPatient coordinatorEmergency and general dental surgery, Burlington, Vermont

    Answers

    Questionsaboutthis case study

    How long did this project take for the emergency and general dental surgery?

    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?

    Preparation page, Minimal initial fields, Staff-approved instructions, Secure-process signposting. 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 Margaret Prescott, 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.

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