The First Visit Workflow
- 1Parent submits a web inquiry for a toddler exam.
- 2System sends a welcome text with a link to the new patient portal.
- 3Automated reminder sends two days before to confirm the child's arrival.
Systems for Pediatric Dentists
Pediatric practices generate revenue through preventive care and high-volume clinical cycles. Profitability leaks through no-shows, fragmented parent communication, and the failure to transition young patients into long-term recall workflows.
Dental
How the business actually works
Inquiry
A parent seeks a specialized provider for a child's first visit or urgent care.
New Patient Intake
Digital collection of medical history, consent forms, and insurance information before the appointment.
Clinical Care
Chairside treatment where the dentist focuses on the patient experience and pediatric behavior management.
Treatment Planning
Presenting restorative or orthodontic needs to parents with clear follow-up steps.
Recall Scheduling
Securing the next hygiene visit before the family leaves the office.
Ongoing Engagement
Maintaining contact via educational content and seasonal reminders to ensure retention.
Where it leaks
Busy parents often forget appointments, leading to empty chairs and lost production time. Without multi-channel reminders, the daily schedule becomes unpredictable and inefficient.
Front desk staff spend hours manually calling parents to fill the hygiene schedule. This administrative burden prevents the team from focusing on in-office patient hospitality.
Recommended procedures often stall because parents need time to consider costs or logistics. Lack of systematic follow-up leads to clinical decay and lost revenue for the practice.
Paper forms filled out in the waiting room cause bottlenecks and data entry errors. Slowing down the clinical start time reduces the number of patients seen per day.
Practices often fail to capture positive sentiment immediately following a successful, tear-free visit. Missing this window prevents the organic growth needed to compete with corporate clinics.
What LATTICE can build
Handles after-hours inquiries and common questions about insurance or sedation options, ensuring no new patient lead is ignored.
Systematically contacts parents when a child is due for their six-month prophy and exam via SMS and email.
Allows parents to sign consents and update health histories online, keeping the waiting room clear and clinical staff on time.
Triggers automated, gentle reminders for parents to schedule outstanding restorative work after a diagnosis.
Immediately engages parents who call during lunch breaks or after hours, preventing them from calling the next clinic on the list.
Enables the front desk to coordinate quick schedule changes or arrival updates with parents in real-time.
Prompts parents to share their experience on public profiles immediately after a positive clinical outcome.
Example systems
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
LATTICE is designed to work alongside your clinical records to handle the communication and marketing layer that most medical software lacks. We focus on the patient relationship and front-office automation while your clinical software manages the charting and billing.
Our communication tools allow you to group family contacts so you can send a single message to a parent regarding multiple children. This reduces noise for the parent and makes it easier for them to coordinate block scheduling for the whole family.
Yes, every template is fully customizable to match the friendly, gentle tone expected in a pediatric environment. You can ensure that all automated outreach feels personal and supportive rather than clinical and cold.
The AI receptionist and missed call text back features are programmed to identify urgent keywords. This ensures that a parent dealing with a dental trauma receives an immediate response or instructions on how to reach your emergency line.
LATTICE gives a boutique private practice the same sophisticated communication infrastructure used by large dental service organizations. You can provide a high-touch, modern experience that parents now expect without hiring additional administrative staff.