For dental practice owners and office managers
The Circle gives you the exact system: playbooks for all 12 Workstations, AI workflow templates, and a shortlist from 500+ agencies. Ask by email.
Free. Invite-only.Join the Dental Practice Circle.
Free. Invite-only. All by email.
- Circle Partner
Ask anything, by email.
- Curated Library picks
The right guides, by email.
- Emailed kits
Playbooks, workflows, blueprints.
- Requirement scoping
A clear role, before you hire.
- Agency selection and introductions
Matched to your role and budget.
- Monthly briefing
One workflow, one resource.
- Have an invite?
Forward it to us.
Building AI agents and AI workflows, and VA onboarding and management, are quoted separately. Ask your Circle Partner.
Meet your
Circle Partner.
On email. Every answer draws on what the whole Circle knows.
- Business problem. Maya writes: Calls go to voicemail after 5pm. We're a four-chair practice and new-patient calls go to voicemail after hours. Most never call back. Where do I start? Reply: Start with the after-hours gap. Log every missed call for a week, then set one rule: text back within five minutes, book the callback, and escalate anything urgent to a person. I've attached the Phones & Front Desk playbook and a missed-call tracker. An AI agent can handle the text-back, with your team approving anything clinical. Attached: Phones & Front Desk playbook.
- Work playbook. Daniel writes: Do you have an insurance verification checklist?. Surprises at the chair are costing us. Patients find out what insurance won't cover after the work is done. Reply: Yes. Attached is an insurance verification playbook: what to check two days before the visit, how to flag what coverage won't pay for, and a short script for telling the patient. Run it for one week and send me the step where it stalls. Attached: Insurance Verification playbook.
- VA hiring. Priya writes: Hiring a virtual assistant for claims follow-up. I want a virtual assistant to chase claims and handle billing admin. Where do I even start? Reply: Start with a role brief: list the claims tasks that repeat every week and the systems she will need. I've attached a role brief template and a shortlist of agencies that place billing and claims assistants. Compare fees and guarantees in writing, and keep access limited until training is done. Attached: Role brief + agency shortlist.
- AI agents. Tom writes: Can an AI agent fill cancelled appointments?. Cancellations leave holes in the schedule and the front desk is too busy to work the list. Could an agent do it? Reply: Yes, with clear limits. The attached Cancellation Recovery blueprint builds a ranked list of patients, sends only approved messages in small batches, and stops the moment a slot is claimed. A person approves every booking, and it never decides clinical suitability. Attached: Cancellation Recovery agent blueprint.
- AI automation. Sara writes: Our recall list is a spreadsheet. Someone updates our recall list by hand every week and patients still slip through. Can that be automated? Reply: Almost certainly. If your practice software can export who is due for recall, a workflow can build the weekly list, send approved reminders, and log replies for your team. I've attached a recall workflow outline. Tell me which software you use and I'll point you to the right setup. Attached: Recall workflow outline.
Where does your practice need help?
Choose a workstation for its task list, role brief, automation options, and free guides.
Patient flow
Revenue
Reputation & growth
Back office
Common questions.
Membership is free, with no card and no trial. The one catch is that building AI agents and AI workflows, and managing a virtual assistant, are quoted separately. The Circle is independent: we sell no tool, agency, or assistant, and we take no commissions from the agencies we list.
You can join the waitlist by emailing us, or bring an invite from a member by forwarding it or mentioning their name. We decide within 7 business days.
Circle Partner is your line to us, on email. Ask anything about the work and get an answer drawn from what the whole Circle knows. No login and no chat window.
Circle Partner and consultations. Curated Library picks and emailed kits: playbooks, AI workflow templates, agent blueprints, and tool scorecards. Requirement scoping, agency selection, and introductions when you hire offshore talent. A monthly briefing, and first access to new resources. All by email, with no login or setup.
No. There is no portal, no password, and no application. Everything is requested and delivered by email.
We review every request and reply by email within 7 business days. If you are in, we tell you how to start. If not yet, you stay on the waitlist.
We use it to review your request and to send you the Circle. We do not sell personal information. The Privacy page has the details.
The Dental Practice Circle is live. We open one Circle at a time. Email us your business type and we will add you to the waitlist for yours.
Building AI agents and AI workflows, and virtual assistant onboarding, training, SOPs, and management, are quoted separately. Ask your Circle Partner and we will tell you what it would take.
Join the Dental Practice Circle.
Free. Invite-only. All by email.
- Free
- Invite-only
- Email-only