Turn dental enquiries into organized appointment journeys.
EOSBAS helps dental practices capture new-patient enquiries, collect administrative information, coordinate appointment requests, keep CRM records current and maintain structured follow-up—while staff remain in control.
New-patient enquiry · appointment request · staff confirmation
“I’d like to book a dental appointment.”
Preferred time collected
Availability being checked
Staff confirmation pending
A new patient enquiry is only the beginning.
An appointment question can arrive quickly. A preferred time, contact details, staff availability and a confirmation may still live in different places.
Appointment question
Patient asks about a visit and shares a preferred time.
Manual coordination
Staff checks availability while the enquiry waits.
Context scattered
Details and notes can remain apart from the contact record.
Next step unclear
Confirmation or follow-up can depend on someone remembering.
From new enquiry to a prepared next action.
The same request gains administrative context as it moves through coordination, record keeping and follow-up.
Incoming / dental appointment
“I’d like to book a dental appointment.”
Preferred day and time
General appointment interest
An appointment request remains a request until it is confirmed under the practice’s rules.
- 02 / Information Capture
Name · contact · preferred day/time · general interest
- 03 / Appointment Request
Request received
- 04 / Scheduling Coordination
Availability being coordinated
- 05 / CRM Update
Record updated with conversation context
- 06 / Follow-Up
Next action scheduled
- 07 / Human Handoff
Front Desk / Patient Coordinator assigned
Summary and next action travel with the patient’s enquiry.
Routine operational work around the patient’s appointment journey.
Automation supports coordination. Dental care stays with your team.
EOSBAS can handle approved administrative information and keep appointment steps organized. Clinical judgment, advice and direct patient care remain with the dental team.
Clinical staff remain responsible for
The system prepares the context. Your team leads the care conversation.
Move from appointment request to confirmed next step without losing the context.
Preferred times and appointment interest can be collected before the practice checks availability. Confirmation follows the practice’s connected scheduling tools and approval rules.
- 01Patient enquiryRequest enters the workflow
- 02Preferred time collectedAvailability details captured
- 03Availability checkedPractice calendar / team coordination
- 04Appointment requestedA request, not a confirmed booking
- 05Staff confirmationPractice confirms when required
- 06Patient follow-upNext action remains visible
Keep the next patient action visible.
Each outstanding request has a state and a next step. Staff can see what is waiting without reconstructing the conversation.
When staff needs to take over, the patient context should already be ready.
A concise handoff brings together the appointment interest, conversation summary, contact details and next action.
Ready for staff
Front Desk / Patient Coordinator
- Context
- New dental appointment enquiry
- Summary
- Patient requested an appointment and shared preferred availability.
- Next action
- Confirm appointment availability
Know where every patient enquiry stands.
Operational status, not analytics theatre: the practice can see what happened and who owns the next step.
- Enquiry status
- In progress
- Patient contact
- Details available
- Appointment interest
- Dental appointment
- Source
- Incoming message
- Appointment status
- Staff confirmation pending
- CRM / contact status
- Record updated
- Follow-up status
- Next action scheduled
- Conversation summary
- Attached
- Next action
- Confirm availability
Patients may contact the practice in different places. The journey should stay connected.
Connections depend on the practice’s systems, available integrations and approved workflow.
Incoming
EOSBAS / operating layer
One connected appointment journey
Connected actions
CRM · Calendar · Email · Follow-Up · Staff
Built around the way your practice handles appointments.
We map enquiry channels, appointment types, administrative information, team responsibilities, scheduling and CRM tools, follow-up ownership and clinical boundaries.
- 01Discover
- 02Design
- 03Connect
- 04Test
- 05Deploy
- 06Improve
Clear boundaries. A workable next step.
Your practice defines the administrative steps, scheduling approvals and the point where staff takes over.
Can EOSBAS answer dental questions?
It can provide practice-approved general administrative information. Diagnosis, dental advice, treatment recommendations and any urgency assessment requiring clinical judgment remain with qualified staff.
Can it book appointments automatically?
It can capture a request and coordinate through approved scheduling rules. Confirmation or automatic booking depends on the practice’s connected systems, permissions and staff approval requirements.
Can it work with our existing calendar?
We assess the calendar system, available integration methods, permissions and workflow during discovery. The exact coordination depends on those capabilities.
Can it work with our CRM?
Potential connections depend on the CRM’s available integration options, permissions and agreed scope. We assess compatibility before designing the workflow.
Can it collect new-patient information?
It can gather the administrative information the practice approves, such as contact details, general appointment interest and preferred times. Clinical assessment remains with staff.
Can it send follow-up or reminders?
It can coordinate approved follow-up and reminders according to the agreed workflow and the communication and scheduling tools available.
Can staff take over conversations?
Yes. A handoff can bring together the enquiry summary, contact details, current appointment state and next action for the assigned team member.
Does this replace front-desk staff?
No. EOSBAS supports routine coordination and record keeping, while staff remain responsible for patient conversations and decisions that need a person.
Can it determine whether a dental problem is urgent?
No. Any urgency assessment requiring clinical judgment belongs with qualified staff. A workflow can route a request for human attention under the practice’s approved rules.
How long does implementation take?
Timing depends on the practice’s channels, calendar and CRM systems, approval points and testing needs. We define an implementation plan after discovery.
How is pricing determined?
Pricing is scoped after discovery based on the workflow, integrations, configuration and support required.
Let’s map your dental enquiry journey.
Show us what happens from the first new-patient message to appointment follow-up. We’ll help identify where the workflow can be connected, automated and made easier to manage.