How can dental groups on Software of Excellence work their recall list and missed calls?
Dental groups on Software of Excellence work their recall list, missed-call voicemails and unaccepted treatment plans by deploying a computer-use agent that uses EXACT the way the reception team does. It pulls the recall list every night, calls every patient, confirms the slot, books the appointment straight into the diary and writes the contact note back to the patient record. No new system, no integration project, no retraining.
What a 10-location group recovered inside EXACT, in 4 weeks.
Same Software of Excellence environment, same reception team, no new system to learn.
SOE manages your patients. Nobody works the gaps.
The recall list exists. The unaccepted treatment plans exist. The missed-call voicemails are sitting in the phone system. EXACT already has it all. The front desk just cannot get to it.
Missed-call voicemails
30+ per location, per week. Patients leave a message and book somewhere else by tea time.
Overdue recalls
Hundreds sitting in EXACT. The desk hasn't worked them in months. Nobody's called.
Unaccepted treatment plans
£40K+ per location of treatment value, presented but never followed up. Sitting in the patient record.
Dormant patients
Thousands not booked in 12+ months. No one is reactivating them.
A digital worker that uses Software of Excellence the way your team does.
No new system. No integration project. No SOE API to wait on. The agent opens EXACT, navigates the diary, opens patient records, types into the fields and saves the change.
It reads SOE to know which patients are overdue for recall, which treatment plans are unaccepted, which voicemails came in last night. Then it calls each patient, confirms the slot, books it straight into the diary, and writes the contact note back to the patient record. Exactly where your team would have written it.
Your reception team keeps doing reception. The agent quietly works through everything the desk cannot reach: nights, weekends, lunch breaks, the recall list that's been sliding for six months.
What the agent does, inside SOE
- Pulls recall list, calls patients, books slot
- Returns every missed-call voicemail
- Chases unaccepted treatment plans
- Sends SMS reminders & confirmations
- Writes every booking back into SOE
Two digital teams. One finds the gaps in EXACT. The other works them.
Insight runs continuously and gets sharper the more diaries it sees. Action does the work inside EXACT itself.
Watches everything around the diary.
Connect call recordings, EXACT exports, treatment-plan history and patient communications. The insight team surfaces what's slipping: worst answer rates by location, dormant patient segments, clinicians losing the most unaccepted plans, missed-call backlog times.
- Per-practice answer-rate scorecards
- Treatment-plan acceptance by clinician
- Recall list aging & dormant patient cohorts
Does the work inside EXACT.
Pulls the recall list every night. Returns missed-call voicemails within minutes. Chases unaccepted treatment plans. Sends SMS reminders. Books straight into the diary. Reactivates dormant patients. Writes every contact note back to the patient record.
- Overnight recall list working & booking
- Voicemail return, FTA chase, SMS reminders
- Dormant patient reactivation campaigns
Every action your reception team does in EXACT, only without the queue.
Everything written back to the patient record, every action timestamped, every contact note searchable.
- Recall list management, pulled, called, booked
- After-hours and weekend enquiry handling
- Missed-call voicemail return within minutes
- Unaccepted treatment plan chase, consult booking
- SMS & email reminders, FTA follow-ups
- Dormant patient reactivation campaigns
- Clinical query triage to the right clinician
- Every booking & contact note written back to EXACT
Hiring another receptionist vs. switching one on inside EXACT.
Same outcome, two very different operating models.
| Another receptionist | AIOS computer-use agent | |
|---|---|---|
| Time to productive | 4 to 8 weeks recruitment + training | 4 weeks to live inside EXACT |
| Annual cost | £24,000+ salary, NI, benefits | A fraction of a single hire |
| Hours covered | 37.5 per week, one location | 24/7/365, every location |
| Patients called per night | Whoever they reach before close | Entire recall list, every night |
| After-hours voicemails | Returned the next morning, if remembered | Returned within minutes |
| Unaccepted treatment plans | The ones the desk has time for | Every one, every week |
| Adding another practice | Another hire | Configuration change |
| Audit trail | Whatever got typed in the patient note | Every action timestamped to EXACT |
A 10-location UK dental group. £573K recovered. 7,340 missed calls answered. In 4 weeks.
A multi-location UK dental group running Software of Excellence (EXACT) across 10 practices. They knew the recall list was sliding and the front desk was missing calls; they didn't know how badly. Over a quarter, 7,340 patient calls had gone to voicemail. The unaccepted treatment-plan list was worth six figures and nobody had time to chase it.
We deployed an AIOS computer-use agent that opens EXACT the same way the reception team does. It pulls the recall list every night, returns every missed-call voicemail, chases unaccepted treatment plans, books straight into the diary and writes the contact note back to the patient record. The reception team kept doing reception.
Inside 4 weeks: £573,000 of recovered revenue, 7,340 missed calls answered across the 10 locations, 20 hours per week of reception admin off the desk, and 90% of routine SOE admin automated. Zero new hires.
Everything dental groups ask before going live in EXACT.
Yes. The agent opens EXACT, reads the diary, finds the right slot for the patient and books the appointment in the same screen your reception team uses. The contact note is written back to the patient record automatically. No double-handling, no spreadsheet middleman.
No. The agent uses Software of Excellence the way your reception team does. It opens the application, navigates the diary, opens patient records, types into the fields and saves the changes. There's no integration project on the SOE side, no waiting on vendor middleware, no risky third-party connector.
Yes. The agent works with EXACT including the current v13 release and SOE Manage. Because it works from the same screens your reception team works from, version differences are handled the way a person handles them.
Clinical questions are escalated to your clinical team using your own rules. The agent handles the non-clinical volume: recall calls, missed-call returns, treatment-plan follow-ups, after-hours enquiries, reminders and rebookings.
The agent pulls the dormant patient list from EXACT every night, calls every patient with a tailored reactivation offer, books any takers straight into the diary and writes the contact note back to the record.
Four weeks from sign-off. We configure the agent to your specific SOE setup including your recall cycles, treatment-plan rules, opening hours, clinician preferences and escalation tree.
See what your front desk can't get to in EXACT.
We'll connect to your call recordings and SOE exports and show you exactly where recalls, treatment plans and missed calls are slipping. No pitch. Your numbers.
Deployed across 120+ UK businesses in dental, pharmacy, automotive, field services and franchise networks.