New Referral Onboarding
- 1GP submits referral form via portal
- 2System creates lead and notifies surgical coordinator
- 3Patient receives automated welcome text to book consult
- 4Radiographs are automatically attached to the digital chart
Systems for Periodontists
The business model for periodontists runs through complex surgical procedures including dental implants, scaling and root planing, and soft tissue grafting. Profit leaks occur when specialist referrals fail to convert or when patients drop off during the months between implant stages.
Dental
How the business actually works
Referral Intake
Direct communication from general dentists is captured to initiate the patient record immediately.
Consultation
Automated prep materials help patients understand the necessity of gum surgery or implants before they arrive.
Case Presentation
Treatment plans are shared through secure portals for electronic signature and financial commitment.
Pre-Op Prep
Patients receive specific instructions for antibiotics and sedation requirements via automated sequences.
Surgical Care
Digital clinical notes and chairside data are logged for precise post-operative tracking.
Osseointegration
Long-term monitoring cadences ensure patients remain engaged during the multi-month healing phase.
Prosthetic Handoff
The referring general dentist is automatically notified when the site is ready for the final restoration.
Periodontal Maintenance
Recurrent recall systems keep high-risk patients on a strict three-month cleaning schedule.
Where it leaks
Incoming referrals from general dentists often get lost in email threads or paper stacks. Without a central tracking system, these high-value surgical cases never make it onto the surgical schedule.
Because dental implants require a healing period of several months, patients often fail to return for the final abutment. This stalling prevents the completion of the billing cycle and delays restorative handoffs.
Last-minute cancellations occur when patients forget to fast for sedation or fail to start their antibiotic regimen. These gaps in the schedule are impossible to fill on short notice, resulting in lost chair time.
Manually sending progress notes back to the referring GP is a heavy administrative burden. When communication lags, referring doctors lose confidence and stop sending new patients to the practice.
Patients with history of periodontitis require frequent monitoring that often falls through the cracks of a standard six-month recall. Inconsistent follow-up leads to recurring infection and treatment failure.
What LATTICE can build
A dedicated space for general dentists to upload radiographs and referral forms directly into your workflow.
Automated sequences that trigger when an implant patient has not scheduled their stage-two surgery within the expected window.
Timely text reminders for pre-operative fasting and post-operative care to ensure surgical success and reduce complications.
Automated notifications sent to referring offices when a patient completes a major milestone in their treatment plan.
Specialized scheduling logic that prioritizes three-month periodontal maintenance over standard cleanings to protect patient oral health.
Secure links sent to patients allowing them to review surgical risks and approve treatment costs from their own devices.
Automated messages sent 24 hours after surgery to screen for excessive pain or swelling and offer immediate clinical support.
Example systems
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
The system creates a transparent loop where the referring dentist is notified at every major step, from the initial consultation to the final release for restoration. This builds trust and encourages a steady stream of high-quality referrals.
By utilizing multi-channel reminders and requiring digital confirmation of pre-operative instructions, patients feel more prepared and committed. The system identifies unconfirmed appointments early so your team can intervene before the chair time is lost.
The platform uses time-based triggers specifically designed for the osseointegration period. If a patient hasn't booked their follow-up by a specific date, the system initiates a gentle reactivation sequence to get them back in the chair.
Yes, the infrastructure supports centralized scheduling and reporting across multiple offices while maintaining localized patient communication for each specific surgical team.
Digital workflows allow you to send consent forms and pre-treatment estimates directly to the patient's smartphone. They can review and sign electronically, ensuring all paperwork is completed before they arrive for their procedure.