DigitalFunnels

Dental · compliance-led

Fill the schedule — without putting patient data in an AI.

Dental marketing is a trust-and-visibility game: reviews, a strong profile, and fast booking response. We run all of it as marketing automation — and our operating rule is simple: we don't send protected health information to the general AI, and clinical questions go to your staff.

For dental practices, our first offer is compliance-conscious marketing automation — not clinical advice, diagnosis, treatment, or unrestricted patient-data processing. It fills the schedule through visibility, reputation and booking response, with clear boundaries around anything protected.

Healthcare benchmark 2025

In CallRail's 2025 dataset, healthcare businesses missed 32% of calls.

CallRail — 2025 SMB benchmark · Market context, not a claim about your business.

Where dental businesses lose customers

New-patient calls missed during procedures

the caller books a practice that answered

Few recent reviews vs. nearby practices

new patients choose the more-reviewed office

Inconsistent hours and info online

patients can't confirm you're open or in-network

What we run for you

01

Be found by new patients

Google Business Profile optimized for your services and area, kept active weekly.

02

Answer booking inquiries

Otto handles general scheduling and questions; anything about a condition or record is routed to your staff.

03

Build review trust

Post-visit review requests (no treatment details) and drafted replies for approval.

04

Keep info correct

Hours, insurance/network notes and contact details consistent across listings.

Sample

What a week can look like once you're set up — dental practice

  • 4 new-patient inquiries answered and routed to your front desk
  • 3 general review requests sent (no treatment details)
  • Hours + insurance notes corrected on 3 listings
  • 1 clinical question escalated to front desk

Illustrative sample of a weekly deliverable — not a specific customer's results.

How we handle your data

Clear boundaries, honestly stated

Compliance-conscious marketing automation only — no PHI in the general AI path.

What we do

  • General visibility, reviews and listings work
  • Answers general scheduling questions
  • Requests reviews without treatment details

What we don't

  • We don't send protected health information to the general AI (it's routed to staff)
  • No clinical advice, diagnosis or treatment content
  • No patient records handled by general-purpose AI

This is marketing, not clinical care. Any workflow that would touch PHI requires a HIPAA-ready arrangement and a signed BAA first. As a matter of practice we don't send protected data to the general AI — sensitive items are routed to your staff.

Common questions

Is this HIPAA-compliant?

The service is marketing automation, and our operating practice is to keep protected health information out of the general AI path, with clinical questions routed to your staff. Before any workflow that would create, receive or store PHI, we require a HIPAA-ready arrangement and a signed BAA. We don't make a blanket compliance claim we haven't earned for your specific workflow.

Can the AI talk to patients about their treatment?

No. Once configured, Otto handles general scheduling and questions; anything about a condition, record or treatment is routed to your staff — the AI does not give clinical advice.

What about reviews — can you mention procedures?

No. Review requests and replies stay general and never reference a patient's treatment or health details.

Explore what runs it

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