Give every treatment plan a next appointment.
Clincy is your AI treatment coordinator. Personalized texts keep patients engaged, answer questions about recommended care, costs, and insurance, and turn the next step into an appointment in your practice management system.
Personalized follow-up·Two-way texting·Human support
Treatment follow-up
Example patient
Workflow
Treatment follow-up
Channel
SMS
Status
Patient replied
Patient context
Example recordPatient conversation
Scheduling next stepClincy
Hi! This is your dental practice following up on the care discussed at your visit. Would you like help arranging the next appointment?
Patient
Yes, I would prefer an afternoon.
Clincy
Of course. Which days are easiest for you?
Patient
A Tuesday or Wednesday would work.
From a question to the next visit
Explore treatment coordination
The follow-up gap
Recommended care needs a continuing conversation.
A treatment plan can stall after the patient leaves. Follow-up gives them a place to ask questions, understand their options, and choose the next appointment.
The next visit never gets booked
A patient leaves with a treatment plan and a decision to make. Without another conversation, recommended care can stay on the unscheduled list.
Questions stand in the way
Timing, costs, insurance, and what to expect can hold up a decision. Another generic reminder does little to resolve the question behind the delay.
The front desk has a full day
Check-ins and incoming calls need attention now. Working through treatment reports and chasing replies competes with the patients already in the practice.
Features
A next step for every patient conversation.
Bring treatment follow-up, recall, reactivation, and appointment recovery into conversations shaped around your practice.
Unscheduled treatment
Follow up on recommended care that has not reached the calendar, from a routine restoration to a larger treatment plan.
Treatment-specific outreach
Shape conversations around the case type, the patient's questions, and the next step for implants, orthodontics, or other recommended care.
Overdue recall
Help patients return for continuing care through two-way conversations that make arranging a visit easier.
Inactive patient reactivation
Reconnect with patients who have stopped visiting and give them a clear path back to your practice.
Missed and canceled appointments
Reopen the conversation after a cancellation or no-show and help the patient find another suitable appointment.
Practice campaigns
Reach a selected patient group with a practice-approved campaign, then handle questions and scheduling as replies arrive.
Personalized text conversations
Use your practice's voice and approved information to discuss treatment, costs, insurance, and payment options, with human support for questions that need it.
Scheduling with your practice
Connect follow-up to your PMS, appointment rules, and available times so interested patients have a concrete next step.
How it works
From recommended treatment to a booked visit.
Connect patient context, practice preferences, two-way conversations, and scheduling in one treatment coordination workflow.
Connect the patient record
Bring treatment plans, appointment history, and relevant patient context together through your practice management system.
Set your practice rules
Choose the patient groups, treatments, messages, and scheduling preferences that guide outreach.
Keep the conversation moving
Clincy follows up by text, works through patient questions, and brings in human support when the conversation needs it.
Put the next visit on the calendar
Arrange a suitable appointment in the PMS and keep the team informed about bookings and unresolved questions.
Integrations
Designed to work with your existing dental systems.
Keep treatment context and scheduling connected to your practice management system. Discuss your platform, configuration, and appointment rules with the Clincy team.
Open Dental
Twilio SMS
Dentrix
Eaglesoft
Curve Dental
Denticon
CareStack
- Your practice's PMS
Treatment context
WorkflowPatient records
Two-way follow-up
WorkflowPatient replies
Scheduling
WorkflowThe next visit
Patient journeys
Match the follow-up to the patient.
An unscheduled treatment plan, an overdue visit, and a cancellation need different conversations. Give each patient a relevant reason to take the next step.
| Patient group | Clincy workflow | Conversation | Next step | Practice input |
|---|---|---|---|---|
| Unscheduled care | Treatment follow-up | Questions about recommended care | Arrange the treatment visit | Treatment plan and appointment rules |
| A specific treatment | Targeted outreach | Case-specific information | Discuss the appropriate visit | Treatment types and approved education |
| Overdue recall | Continuing-care follow-up | Returning for routine care | Find a suitable appointment | Recall criteria and availability |
| Inactive patients | Patient reactivation | Reconnecting with the practice | Arrange a return visit | Patient history and contact preferences |
| Canceled or missed visits | Appointment recovery | A convenient time to return | Rebook the visit | Appointment type and scheduling rules |
| Selected patient groups | Practice campaigns | A relevant practice message | Answer questions and schedule | Audience, offer, and approved wording |
| Questions needing a person | Human support | Clinical or complex financial questions | Connect with the right person | Escalation contacts and responsibilities |
FAQ
Frequently asked questions.
What does Clincy do?
Clincy is an AI treatment coordinator for dental practices. It follows up by text, helps patients work through questions about recommended care, and connects that conversation with appointment booking in the practice management system.
How much does Clincy cost?
Clincy is priced per practice and quoted on request. Book a call to get a quote. Clincy is made by Clinsight; it is not Clinexy, an unrelated practice-management product.
Which patients can we follow up with?
Use separate workflows for unscheduled treatment, specific treatment types, overdue recall, inactive patients, canceled or missed appointments, and practice campaigns. Your patient selection and contact rules guide each workflow.
Can patients ask about costs and insurance?
Yes. Conversations use the practice's approved treatment information, estimates, insurance details, and payment options. Questions requiring a clinical decision or an individual coverage determination go to the appropriate person.
Does this replace the front desk or treatment coordinator?
Clincy extends the team's follow-up capacity. Your practice sets the rules and clinical decisions remain with your providers. Human support helps with conversations that need judgment or a more personal response.
How does scheduling work with our PMS?
The workflow connects patient interest with available appointments in your practice management system. Discuss your PMS, appointment types, provider preferences, and booking rules with the Clincy team.
How do we measure the results?
Track patient conversations, appointments booked, attended visits, and completed treatment separately. Compare the results with your starting patient list and staff time; scheduled treatment value and collected revenue are different measures.
Keep recommended care moving toward the calendar.
Bring your unscheduled treatment, recall, and patient follow-up process to a conversation with Clincy.
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