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    Case study 10 · Inquiry forms and follow-up

    Helping new patient appointments visitors state their purpose

    With new patient appointments, visitors identify their purpose before typing a word. Staff receive a meaningful category with every message and can keep ongoing conversations apart from new ones.

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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 new patient appointments contact route made no distinction between a first approach and a follow-up on an active matter.

    2. Station 02

      The problem

      When it comes to new patient appointments, nothing in the inbox indicated what a message was for. Staff opened each one blind, sorting new requests from follow-ups by hand.

    3. Station 03

      What we built

      Visitors now begin by choosing their purpose: a new inquiry, an existing request or a general question. Each leads to its own route, with the new-inquiry form collecting visit reason, preferred day and callback details.

    Features used

    4partsofthepackage,put to work

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

    Timeline

    15 working days, counted from content approval

    15 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.

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    What changed

    With new patient appointments, visitors identify their purpose before typing a word. Staff receive a meaningful category with every message and can keep ongoing conversations apart from new ones.

    The categories match how people really contact us about new patient appointments. The guesswork about who is new has gone.
    Ursula MerrickPatient services supervisorDental hygiene and preventive care clinic, Knoxville, Tennessee

    Answers

    Questionsaboutthis case study

    How long did this project take for the dental hygiene and preventive care clinic?

    15 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?

    Contact categories, Separate follow-up route, Relevant form fields, Clear button labels. 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 Ursula Merrick, patient services supervisor, 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.

    Book a demohello@getdentalwebsite.com