Digital intake
Forms completed before the visit and routed to the front desk.
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Dental Practices · Columbus, GA
Your practice software runs the chair. What runs everything around it?
Most practices already have clinical software. CAB can build the patient-experience and front-office layer around it — intake, reminders, unscheduled treatment follow-up and communication.
Tell CAB How Your Business Works
You don't need to know what app to build. Tell CAB what's slowing the business down.
Sound familiar?
What's slowing you down?
Tell CAB How Your Business Works
Check what applies — or skip it. CAB will confirm with you, not assume.
If several of these sound familiar, the problem may not be a lack of software. It may be too much disconnected software.
What's actually happening
Where the friction comes from.
Practice-management software handles clinical records and billing, but the patient journey around it — forms, reminders, follow-up on accepted-but-unscheduled care — often stays manual.
What this may be costing
The cost hides in everyday work.
Hours lost to re-typing and chasing information
Leads and customers that slip between tools
Owner time pulled into admin instead of growth
Capacity capped by manual coordination
Every business is different. CAB only puts numbers on this with figures you provide during discovery.
Best first move
Start small. Prove it. Then expand.
Quick win
Digital intake
Forms completed before the visit and routed to the front desk.
The full transformation below can follow in phases, once the first piece is working.
Before CAB → With CAB
See how the work changes, step by step.
With CAB — the plan, step by step
People stay in charge of every approval step.
Specialty Software match
A proven CAB system to start from.
Your Blueprint confirms whether to adapt this system or build custom. Final price is set in your agreement.
Your current stack vs. your CAB system
Today you connect everything by hand.
Today — a business like this may be using…
A practice-management systemPaper intake formsPhone confirmationsA reminder serviceFinancing applicationsEmail
↓ You connect everything manually.
With CAB — your branded business system
Digital intakeSmart remindersTreatment follow-upRecall campaignsFinancing inquiriesPatient updatesFront-desk queuePractice dashboard
↓ The system connects the operation.
What CAB could build
One system for dental practices.
Treatment follow-up
A worklist for diagnosed-but-unscheduled care with timed outreach.
Recall automation
Hygiene recall reminders that respect each patient's preferences.
Financing inquiries
A guided path for patients asking about payment options.
Front-desk queue
Tasks, callbacks and confirmations in one prioritized list.
Patient portal layer
Appointment, forms and next steps in one branded place.
What CAB could automate
Software where rules are clear. AI where judgment helps. People where authority matters.
SoftwareAIAutomationHuman approval
01 · Software
Appointment booked
02 · Automation
Intake forms sent
03 · Human approval
Forms reviewed
04 · Human approval
Visit & treatment plan
05 · Software
Unscheduled care detected
06 · Automation
Follow-up timed
07 · AI
Priority callbacks suggested
08 · Human approval
Front desk schedules
Keep what works
Keep what works. Replace what doesn't.
Replace
Paper intake and manual confirmation calls.
Connect
Your practice-management system, imaging software and payment or financing providers.
Build around
Your clinical system stays the system of record; CAB builds the experience layer around it.
CAB's job is the right operating architecture — not rebuilding tools that already work. Examples include QuickBooks, Gusto, Stripe, an existing point-of-sale system or an industry system you depend on.
Example end-to-end workflow
What a day could look like.
- 1
A new patient books online and completes intake on her phone.
- 2
The front desk reviews it before she arrives.
- 3
The dentist recommends a crown; she wants to think about it.
- 4
Two weeks later she gets a follow-up with financing options.
- 5
The front desk sees her on a priority callback list and schedules the visit.
What changes operationally
Before, after — and what you still control.
Before
Accepted treatment goes unscheduled and forgotten.
After
Unscheduled care gets a follow-up path.
You still control
Staff decide who gets a personal call.
Before
Front desk spends mornings on confirmation calls.
After
Confirmations and reminders run automatically.
You still control
Staff handle replies and exceptions.
Before
Patients fill out clipboards in the waiting room.
After
Forms arrive complete before the visit.
You still control
The team reviews every form.
People and outcomes
What stays human — and how it can help the business.
What stays human
- • Diagnosis and treatment decisions.
- • Insurance and billing judgment.
- • Sensitive patient conversations.
Possible business impact
- • More diagnosed care scheduled
- • Less front-desk phone time
- • Better recall adherence
- • Smoother check-in
These improvements can support growth and revenue performance. Results depend on your business and are not guaranteed.
CAB builds patient-experience and front-office software around your existing clinical system. It does not replace clinical records or judgment, and CAB does not certify regulatory compliance.
Example Blueprint
What CAB would map before building.
- 01Patient journey map
- 02Practice-management integration scope
- 03Follow-up and recall rules
- 04Financing inquiry path
- 05Staff roles and access
Typical starting range
$5,000–$20,000+
Business App. Scope-driven; ranges are not hard maximums.
See pricing · CAB FlexRelevant CAB Skills
- API & Software Integration
- Intelligent Notifications
- Predictive Next-Best Action
Stop adapting your business to software. Build software around your business.
You don't need to know what app to build. Tell CAB what's slowing the business down.
Or explore Blueprint Intelligence
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