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Giselle
Miles
Devon
Alma
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practice is
 
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Grow.
faster than your competition
DOES THE WORK OF  ·  MARKETING COORDINATOR
"I find revenue hiding in your existing patient base."
V
Vapi · Voice AI
60s avg response
G
GHL · Workflows
185 active
M
Meta Ads
3 campaigns live
S
SMS · Outreach
247 sent today
Giselle
Miles
Devon
Alma
01
What Giselle owns for your practice
Your growth engine runs
while you treat patients.
Know your lead pipeline value before you walk in — Pulse delivers it at 7am
$14–22k in dormant revenue identified and recovered monthly, automatically
Your practice grows while you're chairside — zero marketing lifted by you
Every lead who didn't book gets a 14-day Giselle follow-up sequence automatically
Unsigned treatment plans re-engaged within 24 hours — no manual chasing
Storybook follow-up fires after every case presentation — Giselle handles it
New form submission → Giselle calls the lead in 60 seconds. You just confirm the booking.
No-shows re-engaged automatically — 30-minute fire text, then reactivation sequence
Review requests sent post-treatment without you lifting a finger
01
Giselle · 01 / 03
60s
from form to live call
Voice AI Outbound
Giselle calls your leads within 60–90 seconds of form submit. She triages, answers, and books directly into your schedule without your front desk lifting a finger.
Giselle — Outbound Call
Marcus T.
(714) 555-0182 · New implant inquiry
✓ Booked — Thu Apr 3, 2:00pm
Called at
8:02am · 58s
Duration
2m 14s
Intent
Implants, insurance Q
01
Giselle · 02 / 03
$18k
avg monthly recoverable
Lead Reactivation
A 14-day SMS + email campaign that wakes up dormant leads, unclosed treatment plans, and no-shows. Most practices recover $14–22k per month from revenue they'd already written off.
Automated follow-up sequences · Built-in financing options
01
Giselle · 03 / 03
185
automated workflows
Automated Campaign Engine
185 pre-built workflows across 17 campaign phases — from first touch to signed treatment plan. Giselle runs your entire patient engagement layer without you touching a single automation.
Texts · Emails · Voicemails · Review requests — all automated
01
Giselle · Autonomous
Running while
you treat patients.
Here is what Giselle did today — without being asked.
8:02am
Marcus T. submitted implant inquiry via website
8:02am · 58 seconds later
Giselle placed outbound call — triaged, answered insurance questions
✓ Booked — Thu Apr 3, 2:00pm
8:03am
Confirmation SMS sent · calendar blocked · GHL pipeline updated
11:30am
Treatment appointment completed · 72hr reminder had fired at 8am
2:47pm · 3 hours post-visit
Review request sent to Marcus via SMS
★★★★★ 5-star review · 14 minutes later
3:02pm
Pulse logged the win — Miles updated practice health score
+1 booking · +$3,200 production · +1 review
Know.
your practice, in real time
DOES THE WORK OF  ·  OFFICE MANAGER
"I track the numbers so you can trust the decisions."
S
Supabase · KPIs
Live · 36 metrics
#
Slack · #nextgen-hq
Brief posted 7:01am
N
Notion · Pulse
Delivered 7am
G
GHL · Schedule
Watched · 3 gaps
Giselle
Miles
Devon
Alma
02
What Miles owns for your practice
Know your numbers
before you walk in the door.
Pulse brief at 7am — yesterday's wins, what slipped, one thing to do first
Practice Health Score across all four pillars — updated daily, benchmarked against peers
Production gaps flagged before they cost you — not after the month closes
Schedule holes detected and flagged before they go unfilled
Collection rate, no-show rate, and AR aging — watched live, not monthly
Monthly performance report auto-compiled — present it to the doctor, don't build it
Today's schedule, open slots, and priority follow-ups — surfaced every morning
No-show alerts fire automatically — front desk gets the task, not the data hunt
Confirmation statuses tracked — you see who's confirmed before they arrive
02
Miles · 01 / 03
0–100
practice health score
Practice Health Score
A composite score across Growth, Management, Development, and Academy — benchmarked against practices your size. Updated automatically as your data changes.
Four pillar scores · Benchmarked against your peers · Weekly change tracking
02
Miles · 02 / 03
7am
daily briefing delivered
Daily Pulse Brief
Every morning, Miles delivers your Pulse — open tasks, yesterday's wins, what slipped, and the one thing to do first. More useful than a weekly meeting.
Miles — Thursday Brief
↑ 3 new bookings
⚠ 2 no-shows
$4.2k open AR
Health Score
72 / 100
Production
$28,400 · 94%
Priority today
Call Marcus re: implant
02
Miles · 03 / 03
Live
ops gap detection
Ops Dashboard
Miles watches your KPIs and flags gaps before they become problems — production below target, collection rate slipping, scheduling holes opening up. You see it before it costs you.
Scheduling · Collections · Production — watched and flagged live
Treat.
now, not later
DOES THE WORK OF  ·  TREATMENT COORDINATOR
"I help patients say yes to the care they actually need."
N
Narrative · Flow
8-step active
S
Supabase · Cases
4 cases today
B
Storybook · Portal
Sent to patient
S
SMS · Follow-up
Queued · 2hr
Giselle
Miles
Devon
Alma
03
What Devon owns for your practice
Close treatment in the chair.
Not weeks later.
Every case scored across Perio, Teeth, Occlusion, and Aesthetics before the TC conversation
Case acceptance tracked per provider — see who's closing and who needs coaching
Treatment plan value tracked — know your monthly unsigned case backlog in real time
Devon doesn't replace you. It makes your close rate 2× higher — which makes your position undeniable.
Before every case, you have the clinical score, the treatment phases, the financing options, and the patient's stated priorities — already organized. Devon doesn't prepare the presentation. You do. Devon makes sure you walk in with everything you need to say yes.
Narrative gives you an 8-step visual presentation — walk the patient through their health story
The Five Yes's framework structures your conversation — no more winging the close
Storybook fires automatically after the visit — Devon handles the follow-up for you
Patients receive their personal treatment story on their phone within 24 hours
Health score, photos, and a phased roadmap — designed to be shared with a spouse
Financing options surfaced inside the Storybook — removes the last objection
03
Devon · 01 / 03
8-step
patient presentation flow
Narrative App
A chairside case presentation tool built around the Five Yes's framework. Your TC walks through a structured, visual story that moves patients from awareness to commitment — in the chair.
Devon — Case Score · Maria R.
Perio
78
Teeth
55
Occlusion
40
Aesthetics
62
Priority treatment
Perio · Urgent
03
Devon · 02 / 03
24hr
post-visit follow-up portal
Storybook Portal
The patient's personalized treatment story — delivered to their phone within 24 hours. Photos, their health score, the roadmap. The conversation continues after they leave the chair.
Sent to patient's phone · Opens and clicks tracked · Financing included
03
Devon · 03 / 03
4
clinical pillars scored live
Case Coaching
Devon scores each case across Perio, Teeth, Occlusion, and Aesthetics — giving your TC real-time data to frame treatment priority. Every case gets a health score before the conversation starts.
Phased treatment plan · Financing options surfaced automatically
Train.
stop re-hiring. build a keeper team.
DOES THE WORK OF  ·  HR + TRAINING COORDINATOR
"I train your team daily without pulling anyone off the floor."
R
Rounds · Training
3 completions today
L
SOP Library
47 docs · current
G
GHL · Onboarding
Active · Sarah P.
N
Notion · Playbook
Updated 9:14am
Giselle
Miles
Devon
Alma
04
What Alma owns for your practice
"When your best DA leaves, Alma stays."
Build the team you deserve.
Keep them.
See every team member's training completion and certification status in one view
New hire onboarding runs automatically — you're notified when they're ready, not when they're lost
Training knowledge lives in Alma, not in the person who just quit
New hire track assigned automatically on day one — role-specific, nothing to configure
Weekly Rounds delivered to staff phones — 5 minutes, no pulling people off the floor
SOP library always current — Alma updates it, you don't manage a binder
Training delivered to your phone — complete rounds on your own schedule, not a class
Certifications tracked and visible — your growth is documented, not invisible
Role-specific SOPs and playbooks always available — no more "who do I ask about this"
04
Alma · 01 / 03
Day 1
new hire fully oriented
Staff Onboarding
Alma walks every new hire through role-specific modules, system access, culture, and expectations. New team members are productive from day one, not day thirty.
Alma — Team Progress
Autumn K.
Front Desk
100%
Ashwin M.
TC
87%
Sarah P.
Hygienist
42%
Active module
Rounds Week 3
04
Alma · 02 / 03
Weekly
skills reinforcement rounds
Training Rounds
Short, targeted training sessions delivered weekly — case presentation, patient communication, systems fluency. Spaced repetition that sticks without pulling people off the floor.
5–10 min sessions · Works on any phone · Scores tracked per person
04
Alma · 03 / 03
100%
team certification visibility
Certifications
Track every team member's certifications, completions, and skill levels in one dashboard. Know exactly who's qualified to do what — and who's ready for the next role.
Compliance tracked · Career progression built in · Team visibility
Your AI practice team
Four agents. One operating system.
Each agent owns a critical function your practice can't afford to run manually. Select one to see what it does — and what it looks like inside your practice.
Giselle
Practice Growth
Reactivation, lead response, campaigns, Voice AI. Finds the revenue hiding in your existing patient base.
26%
Industry reactivation avg ADAA 2023
Miles
Practice Management
38 KPIs, daily Pulse brief, AR aging, schedule health — surfaced every morning before your first patient.
91%
Top-quartile collection rate MGMA 2023
Devon
Practice Development
Narrative chairside presentation, case tracking, unsigned plan reactivation. Closes the gap between presented and accepted.
44%
Avg case acceptance rate ADA HPI 2022
Alma
Practice Academy
5-minute daily Rounds, certification tracks, competency profiles. Trains your team without pulling anyone off the floor.
68%
Staff turnover cost per hire SHRM 2023
Practice Growth
Giselle
Patient Growth Manager
Does the work of · Marketing Coordinator
Active

Giselle owns your pipeline. She tracks every lead, runs your campaigns, warms cold contacts, and reactivates patients who went quiet. Your front desk doesn't follow up — Giselle already did.

Calls every new lead within 60 seconds of form submit
Works your dormant patient list through automated reactivation
Requests Google reviews automatically after every visit
Lead capture and pipeline tracking
Facebook, Google, and Instagram campaigns
Dormant patient reactivation sequences
Speed-to-lead: Voice AI follow-up in under 90 seconds
Reputation management and review requests
"Most practices let leads sit for 4 days before following up. I follow up in 90 seconds. That's why your close rate looks the way it does."
Take the practice assessment →
Giselle · Pipeline
Running
New leads
47
↑ +12 this week
Close rate
68%
↑ +24pp vs before
Reactivated
9
this month
Google Ads
72%
Facebook
58%
Reactivation
43%
Sarah K. — Implant inquiry, called 90s agoWarm
Marcus L. — Veneer consult, follow-up #2 sentIn seq.
Priya M. — Reactivated after 8 months coldBooked
Practice Management
Miles
Practice Operations Lead
Does the work of · Office Manager
Active

Miles runs your operations. Schedule gaps, no-shows, recall gaps, front desk bottlenecks — Miles flags them before they cost you and closes them before you notice.

Delivers your Pulse brief every morning before you arrive
Watches KPIs live and flags drops before you notice them
Monitors schedule gaps and sends same-day opening alerts
Schedule optimization and gap filling
No-show prediction and prevention
Automated recall and hygiene outreach
Appointment confirmations — all of them
Daily KPI dashboard — Pulse brief at 7am
"That Tuesday 2pm slot has been empty for three weeks. I've already sent recall to six hygiene patients. Two confirmed this morning."
Take the practice assessment →
Miles · Pulse Dashboard
Running
No-show rate
7%
↓ was 24%
Chair fill
94%
↑ this week
Confirmations
31
sent today
Miles flagged
3 open slots Thursday afternoon — recall sent to 8 hygiene patients.
Mon
96%
Tue
88%
Wed
Full
Thu
72%
Practice Development
Devon
Treatment Coordinator
Augments · Your TC
Active

Devon owns the consult-to-yes moment. He runs case acceptance, surfaces financing options, and follows up on every treatment plan that walked out unsigned.

Builds the case in Narrative before your patient sits down
Presents health pillars chairside across 8 guided scenes
Sends Storybook to the patient’s phone after they leave
Narrative — chairside case presentation app
Treatment plan tracking and follow-up
Financing option surfacing (Cherry, CareCredit)
Unsigned case reactivation sequences
Storybook — patient take-home portal
"That $8,400 implant case from March walked out unsigned. I followed up four times. It closed last Tuesday."
Take the practice assessment →
Devon · Narrative · Present Mode
Live session
Acceptance
74%
↑ was 38%
Open plans
12
in follow-up
Recovered
$41K
this quarter
Current presentation
Full arch implant · Phase 1 of 2 · $24,800 total
Marcus T. — $8,400 veneer plan, follow-up #3Due today
Lisa R. — Cherry financing approved, awaiting sig.Hot
James W. — Implant case closed TuesdayWon
Practice Academy
Alma
Training Director
Does the work of · HR Coordinator
Active

Alma trains your team so you don't have to. Onboarding tracks, scripts, SOPs, and role-specific learning paths — every new hire is ready to perform before their first patient.

Tracks every team member’s Rounds training completion
Maintains your SOP library — the playbook stays current
Runs onboarding automatically when you hire someone new
Role-based onboarding tracks (TC, front desk, manager)
Script library and SOP repository
AI role-play simulations for case presentation
Certification tracking and completion reports
Rounds — micro-learning for daily team huddles
"Your new TC starts Monday. I've already built her 30-day onboarding track, loaded her scripts, and scheduled her first three training checkpoints."
Take the practice assessment →
Alma · Academy · Team Dashboard
Running
Completion
87%
team avg
Active tracks
4
in progress
Certified
3
staff members
Autumn — Day 12 of 30 · Front Desk Track
Module 4 complete · Script review due tomorrow
Ashwin — TC Certification · 91% score
Final exam passed · Certificate issued
New TC · Onboarding track auto-created
Starts Monday · 30-day track ready
Alma's note
Autumn missed the financing objection script. I've queued a 5-minute Rounds drill for tomorrow's huddle.
Know exactly where you stand.
Then install NextGen.
The assessment is the first step. It takes 15 minutes, costs nothing, and gives you more clarity on your practice than most consultants will in a paid session.
Take the practice assessment →
100 questions · 4 pillars · instant results · no sales call required · free roadmap included
NextGen
Practice Solutions
AI infrastructure for dental practices. Four agents, one operating system — live in 7 days.
90-day guarantee
01
Giselle
Practice Growth
02
Miles
Practice Management
03
Devon
Practice Development
04
Alma
Practice Academy
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