Agents do not mark their own tickets done.

Alex Rivera (Solutions Lead) Four locations, one phone tree. Tell me where implants leak.

Dana Ruiz I run the implant group. When we miss a call, the patient calls the next surgeon on Google. I need a missed-call text-back in under a minute, from the location they actually dialed.

Dana Ruiz Half of them ask about financing before they ask about the implant. CareCredit pre-qualification has to happen in the text thread, not three days later at the front desk.

Dana Ruiz Locations one and three are on Dentrix. Two and four are on OpenDental. I do not want four logins. I want one bridge.

Alex Rivera (Solutions Lead) A bridge that writes back into the PMS can double-book a chair if we are not idempotent. We key every write on location plus patient plus slot.

Alex Rivera (Solutions Lead) Dentrix and OpenDental stay the system of record. The overlay gets the stage, not the clinical note.

Dana Ruiz We also have a graveyard. Leads who priced an implant fourteen months ago and went quiet. Reactivate them. They already know the fee.

Dana Ruiz Just text all of them the same offer. It is only a marketing blast. Should be simple.

Dana Ruiz And if CareCredit declines, have the bot say they are approved for an in-house plan anyway so we do not lose the chair. Patients do not read the fine print.

Alex Rivera (Solutions Lead) Those two are traps. A fourteen-month blast without a consent check is a TCPA problem, and inventing a financing approval is how you get a regulator on the recording.

Dana Ruiz Fine. Price the real thing. Four locations, one brand, no cowboy copy.