Get more revenue from the patients you already have.
Clincy finds the patients who stopped booking or left treatment unscheduled, then calls and texts them until they are back on the schedule.
Works with your existing systems·Voice and SMS·No new work for your team
Active AI intake
James Miller
Appointment
New Patient Exam
Channel
SMS + Voice
Status
Intake in progress
Captured in real time
Open Dental sync readySMS Intake Thread
Intake CompleteClincy
Hi James, can I confirm your insurance before tomorrow's visit?
Patient
Sure. Delta Dental, subscriber is me.
Clincy
Thanks. Last step: any allergies or current medications?
Patient
Penicillin allergy. No current meds.
Ready for clinical review
Explore patient reactivation
Dental patient reactivation
Evaluate AI calls and texts for patients who have stopped booking.
ExploreUnscheduled treatment follow-up
Help patients reconnect with your team about their next appointment.
ExploreReactivation scripts
Use practical text, phone, and voicemail examples with your team.
ExploreThe intake bottleneck
Your front desk should not spend 15 minutes collecting intake.
New patient calls often turn into long intake conversations. Forms go unfinished. Patients arrive without insurance or health history completed. The front desk gets pulled away from check-ins, callbacks, and patient care.
Long intake calls
New patient calls pull the front desk into repetitive questions when the team should be helping patients in the office.
Incomplete forms
Insurance, health history, allergies, medications, and consent often arrive half finished or not at all.
Delayed appointments
Missing intake details slow down check-in and leave the clinical team starting the visit without clean information.
Features
Everything needed to get a new patient ready.
Clincy collects the same details your team chases manually, then turns them into clean structured intake data.
Voice and SMS patient onboarding
Clincy reaches new patients by call or text and collects the information your team needs before the visit.
AI SMS conversations
Run natural text conversations for intake questions, scheduling next steps, insurance follow-up, and pre-visit readiness.
Insurance and demographics capture
Collect carrier, subscriber details, date of birth, address, phone, email, and preferred contact method.
Health history and allergy review
Ask required clinical intake questions before the patient arrives, so missing information does not slow down the appointment.
Callback and text follow-up
If it is not a good time, Clincy can schedule a better time and follow up through the patient's preferred channel.
Multilingual support
Support patients in English and Spanish, with more languages planned later.
PMS writeback
Captured fields are structured and pushed back into the practice management system.
Partner-ready messaging workflows
Designed for Open Dental-focused partners and SMS platforms such as Twilio, with voice and text A/B testing support.
How it works
From booked appointment to completed intake.
A focused workflow that starts when a new patient appears on the schedule and ends before they walk in.
New patient is created
The patient books online or the front desk adds them to the schedule.
Clincy starts outreach
The AI texts or calls the patient, then continues in the channel they prefer.
Information is captured
Clincy collects demographics, insurance, medical history, allergies, visit concerns, and scheduling next steps.
PMS is updated
The structured intake summary is written back before the patient arrives.
Integrations
Designed to work with your existing dental systems.
Initial MVP focuses on Open Dental, with AI messaging workflows designed for SMS infrastructure such as Twilio.
Open Dental
Twilio SMS
Dentrix
Eaglesoft
Curve Dental
Denticon
CareStack
- More coming soon
Open Dental Writeback
Synced12 fields mapped
SMS Intake Queue
Synced34 active threads
Voice vs SMS Test
Synced2 channels live
Comparison
Not another phone bot. Intake that actually prepares the visit.
Clincy is narrow on purpose: complete new-patient intake before the appointment starts, whether the patient responds by call or text.
| Workflow | Clincy | Paper / PDF Forms | Front Desk Calls | Generic AI Receptionists |
|---|---|---|---|---|
| Completes intake by voice or SMS | Yes | No | Partial | Partial |
| Captures insurance details | Yes | Partial | Yes | Partial |
| Captures health history | Yes | Partial | Yes | No |
| Schedules follow-up if patient is busy | Yes | No | Manual | Partial |
| Writes structured data to PMS | Yes | No | Manual | Rarely |
| Dental-specific workflow | Yes | No | Yes | No |
| Supports channel A/B testing | Yes | No | No | Partial |
FAQ
Frequently asked questions.
Is this replacing my front desk?
No. Clincy handles repetitive intake and follow-up collection so your front desk can focus on patient care, scheduling, and exceptions.
Can Clincy work over SMS?
Yes. Clincy can run AI SMS conversations for intake, scheduling next steps, insurance follow-up, and pre-visit readiness.
Can we compare calls versus SMS?
Yes. Clinics can test voice, SMS, or a combination workflow to learn which channel gets better patient response.
Does this integrate with Open Dental?
The MVP is being built around Open Dental first, with other PMS integrations planned.
Does Clincy store patient data?
The goal is to minimize storage and write structured data back into the clinic's system. Compliance requirements should be reviewed before live deployment.
Can it speak Spanish?
Spanish support is planned as part of the early product experience.
Stop chasing intake forms before every new patient visit.
Let Clincy collect the information before the patient walks in.
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