AI treatment recovery for multi-location dental groups

Turn unscheduled treatment into completed production.

Kinetic continuously works every open treatment opportunity, deciding who to contact, when, what to say, and what to do next until there is an outcome.

Not another reminder sequence. Every opportunity stays active, contextual, and owned.

OPP-2841Opportunity
Active

Sarah M.

Implant + crown consult, Location A

$4,800
open value
Treatment
Implant + crown
Value
$4,800
Blocker
Cost
Preference
Fridays

Interaction history

  1. Jul 30

    Treatment diagnosed at Location A

  2. Aug 2

    Called, no answer, voicemail left

  3. Aug 2

    Patient texted back: "too expensive right now"

  4. Aug 3

    Blocker updated to Cost, plan paused

Next planned actionscheduled Sep 18

Wait until Sep 18, then text and offer Location B at 3:30 PM on Friday. Escalate to staff if financing questions come up.

01

Recover diagnosed treatment

Keep valuable treatment from disappearing into static reports or forgotten follow-up lists.

02

Follow through without adding staff

Kinetic continuously works open opportunities and brings your team in only when human attention is needed.

03

Measure what gets recovered

Track opportunities from follow-up to scheduled care and ultimately completed treatment.

01The idea

Most automation runs the next step. Kinetic keeps the treatment objective alive.

Kinetic is not another AI receptionist or campaign tool. Traditional automation runs a fixed sequence and stops. Kinetic maintains a persistent objective for each opportunity and decides what should happen next based on everything that has happened so far.

Fixed sequence
Send a text
Wait
Make a call
Stop

The list runs out before the opportunity is resolved.

Open treatment
$4,800
Objective active
What Kinetic knows
  • Patient said cost was the issue
  • Prefers Friday afternoons
  • Asked to reconnect after summer
  • Ignored two texts
  • Location A is booked out
  • Location B has availability Friday at 3:30 PM
Next action

Wait until September 18, then send a personalized text and offer Location B at 3:30 PM on Friday.

The same opportunity, tracked as one continuous objective — not a campaign that ends.

  1. 1
    Diagnosis
    Treatment planned
  2. 2
    Call
    No answer
  3. 3
    Patient delays
    “After summer”
  4. 4
    Wait
    Until Sep 18
  5. 5
    Text
    Location B offered
  6. 6
    Schedule
    Fri 3:30 PM
  7. Completed
    Production attributed
01Why follow-up breaks

Diagnosed treatment goes unscheduled for reasons that have nothing to do with the patient.

The demand already exists. It stalls because the work of following through is fragmented, forgotten, or handed off until it disappears.

  • 01

    Sequences run out

    A reminder cadence fires three or four times, then stops. The patient who said 'not right now' never hears from anyone again, and the treatment quietly ages out.

  • 02

    Context gets lost

    The reason a patient declined lives in someone's memory or a note nobody reads. The next outreach ignores it and repeats the same ask that already failed.

  • 03

    Timing is guesswork

    'Reconnect after summer' or 'call me Friday' becomes a task that slips. Front desks are busy, and the right moment passes without anyone acting on it.

  • 04

    No one owns the outcome

    Across locations, thousands of open opportunities have no single owner. Work that does not belong to anyone is work that does not get done.

03How Kinetic works

A loop that runs until there is an outcome — not a checklist that runs out.

01

Identify opportunities

Surface open treatment across every location — diagnosed, planned, and unscheduled.

02

Understand context

Read each patient's history, prior responses, preferences, and what has already been tried.

03

Decide the next action

Choose the next best step for this specific opportunity, right now.

04

Keep working to an outcome

Continue adapting until the opportunity is scheduled, declined, or escalated.

Possible actions
CallTextWaitOffer another timeOffer another locationEscalate to staffClose if declined or opted out
04Core use cases

One engine, applied wherever production is slipping through follow-up.

Flagship use case

Unscheduled treatment recovery

Work every piece of diagnosed but unscheduled treatment until it is scheduled, declined, or escalated. It is the largest pool of production already sitting inside your patient base.

Identify
Every open opportunity, ranked by value and age
Work
Contextual outreach that adapts to each response
Attribute
Track each opportunity through to completed production

Cancellation and open-chair backfill

When a slot opens, match a waiting patient to it before the chair sits empty for the day.

Missed-call and lead recovery

Catch inbound demand that would otherwise disappear after one missed call or unanswered form.

Recall and reactivation

Bring overdue and dormant patients back with outreach that reflects why they lapsed.

05Built for DSOs

Run follow-up as an operating standard, not a per-office habit.

Give operators one view of the entire portfolio while each location keeps the flexibility it needs.

  • Portfolio-wide visibility across every location
  • Location-level performance you can compare
  • Cross-location routing to the soonest available care
  • Provider and appointment availability in view
  • Consistent follow-up standards everywhere
  • Central control with local flexibility
Portfolio overviewAll locations
Illustrative
Open opportunities
1,284
Unscheduled production
$3.2M
Being worked
612
Scheduled
341
Completed
268
Escalated
63
By location
  • Location A214
  • Location B176
  • Location C132
  • Location D98
06Persistent follow-through

Follow-up should not be a campaign.

Kinetic remembers what happened, adapts the next action, waits when waiting is appropriate, switches channels when needed, and brings in your team when the patient needs a person.

Remembers what happenedAdapts the next actionWaits when appropriateSwitches channelsBrings in your team

The goal is not more outreach. The goal is an outcome.

07Multi-location routing

Keep the patient inside your group when another location can see them sooner.

When one office is booked out, Kinetic checks eligibility and availability across the portfolio and offers the soonest appropriate slot — so the treatment stays with you instead of leaking elsewhere.

Location ABooked out
Patient's usual office
No implant consult for 3 weeks
Location BAvailable
9 miles away · same provider network
Opening tomorrow at 2:30 PM
Patient is eligible for Location B — Kinetic offers the 2:30 PM slot automatically.
08Revenue attribution

Measure completed treatment — not calls and texts sent.

Follow every opportunity from first contact to production attributed, so you can see what actually turned into completed care. Activity is easy to count; outcomes are what matter.

Illustrative shape
  1. Open treatment
  2. Contacted
  3. Engaged
  4. Scheduled
  5. Completed
  6. Production attributed
07Human control and safety

Kinetic works revenue and scheduling. It never touches clinical decisions.

The system runs follow-up, scheduling, and routing. Clinical judgment stays entirely with your providers and staff, with human oversight and control at every step.

Human escalation

Hand any opportunity to your team the moment a patient needs a person.

Full audit trail

Every decision and message is logged and reviewable end to end.

Frequency controls

Set how often any patient can be contacted, and on which channels.

Opt-out handling

Honor opt-outs automatically and close the opportunity when a patient declines.

Configurable rules

Define hours, channels, tone, and boundaries per location or per group.

10Integrations

Designed to work with the systems your practices already use.

Practice management
Scheduling
Patient messaging
Imaging & charting
Reporting & BI
Data warehouse

Placeholder categories — specific integrations shown once confirmed

Stop letting diagnosed treatment go cold.

See how Kinetic works your existing treatment pipeline, opportunity by opportunity, until there is an outcome.