Implementation
A structured rollout that protects your front desk
DentalOS moves into an active practice in four controlled phases, so your patient flow keeps running while the systems come online.
The four phases
From audit to daily operation
01
Practice intake and audit
We review your current patient inquiry flow, ad accounts, and existing tracking to identify where opportunities are being lost.
02
Technical CRM setup
We configure GoHighLevel workflows, missed-call triggers, and reminder sequences, then test each path before anything goes live.
03
Campaign launch
Google and Meta campaigns and landing pages go live with conversion tracking in place, so every inquiry is attributed from the start.
04
Staff orientation
We walk your front-desk team through the dashboard, handoff points, and daily routines so the system fits how your practice already works.
The inquiry path
Every inquiry gets a clear next step
When a prospective patient calls, clicks an ad, or submits a form, the inquiry is captured in your CRM, qualified against your schedule rules, and routed to a booking or a follow-up sequence without manual sorting.
Missed calls trigger an immediate text-based follow-up, and appointment reminders keep scheduled patients informed. Your team sees each step, so nothing depends on memory.
Clear attribution
Every ad dollar traced to a booked appointment
GA4, Google Tag Manager, and the Meta Pixel connect each click, form submission, and call to your CRM pipeline, so you can see which campaigns produced verified bookings in your schedule.
Ready to plan your implementation?
Book a free consultation and we will map the four phases to your practice.