Deptly

Dental, orthodontics & cosmetic dentistry

Keep hygiene full and diagnosed treatment scheduled—without your front desk working the lists between check-ins.

Deptly helps dental, orthodontic, and cosmetic practices keep hygiene days full and turn more diagnosed dentistry into scheduled starts — and carries the recall outreach, the unscheduled-treatment and consult follow-up, and the confirmations, forms, and broken-appointment backfill in between — while diagnosis, treatment planning, and every clinical call stay with your doctors.

Part of Private-Pay Health, Dental & Wellness

What does Deptly do for dental, orthodontic & cosmetic dentistry?

Deptly is a managed service for dental, orthodontic, and cosmetic practices. It works your hygiene recall and unscheduled-treatment lists, follows every presented case and ortho consult to a decision, fills broken appointments from your ASAP list, chases new-patient forms and insurance details before the visit, and answers routine scheduling questions in your practice's voice — inside the practice software you already run. Diagnosis, treatment planning, and every clinical judgment stay with your doctors.

Sound familiar?

Five moments from the way this work actually runs — not because anyone is careless, but because the loop depends on whoever is busiest.

  • The new-patient call comes in at 12:40, while both front desk chairs are mid-checkout and the hygienist is waiting on a room. It rolls to voicemail, and by 1:15 she's booked with the practice that answered.

  • Dr. Patel diagnosed a crown on #30 in March. It's July, the treatment plan is still sitting in the chart as unscheduled, and the patient has been in for a cleaning since — the case never came up at checkout, because checkout had a line.

  • Tuesday's ortho consult left with a full Invisalign quote and 'we'll talk it over as a family.' The follow-up lives wherever the treatment coordinator's sticky note went.

  • It's mid-November. The remaining-benefits report says dozens of patients have insurance dollars expiring December 31st — and the use-it-or-lose-it outreach is still a someday project.

  • A 2 PM hygiene cancellation just texted in. There's an ASAP list forty names deep in the software, but calling down it is an hour nobody at the desk has — so the chair sits open.

Why this happens

A dental practice earns its year on two schedules that feed each other: the hygiene book, running on a six-month clock, and the doctor's schedule, fed by treatment diagnosed in those hygiene chairs. Both run on lists. The recall report knows exactly who's overdue. The unscheduled-treatment report knows exactly how much diagnosed dentistry is sitting in charts — a number that startles most owners the first time they really run it. But a report is not a phone call. The software stores the list; someone still has to work it.

That someone is the front desk, and a front desk day is interrupt-driven by design — check-ins, checkouts, the ringing phone, the insurance question at the counter. List work needs the opposite: sustained, quiet, repeated attention over weeks. So recall outreach happens in bursts when someone catches a rare slow afternoon, case follow-up depends on the treatment coordinator's memory, and the ASAP list gets worked only after a hole is already costing you. None of that is a discipline problem. It's structural: the practice has more waiting states than it has quiet hours.

The clinical boundary compounds it. Your front desk rightly won't improvise about whether a crown can wait or what an implant involves, so those messages sit until a doctor surfaces between patients. Deptly is built around that exact line: it carries the routine layer — scheduling, recall, follow-up, forms, logistics — inside language you approve, and routes anything clinical to your doctors with the full thread attached.

What Deptly handles here

Three complete responsibilities — each with a trigger, the actions carried, the escalation point, and what done actually means.

Responsibility 1

Work the recall and unscheduled-treatment lists every week

Starts when
A patient drifts past their hygiene recall date, diagnosed treatment sits unscheduled past the threshold you set, or the fall benefits season opens with insurance dollars set to expire.
What Deptly does
  • Reaches out to overdue hygiene patients in your practice's voice, on a steady cadence you approve — offering real openings, not 'call us back'
  • Follows the unscheduled-treatment report case by case, referencing the treatment as your doctor presented it, never re-explaining or re-diagnosing it
  • Runs use-it-or-lose-it outreach in the fall from the remaining-benefits figures your team approves, so December doesn't compress the whole year
  • Books accepted appointments into your practice software against the right provider and chair time, and notes the chart
  • Records every response, so the list shrinks instead of resetting each time someone finds an hour to work it
Comes to you when
A patient who questions whether the treatment is still needed, disputes a balance, or asks anything clinical goes to your doctor or office manager with the conversation attached. Deptly never argues a case — it schedules the ones that say yes.

Every overdue patient and open case ends as a booked appointment, a recorded response with the reason, or a scheduled future touch — and the weekly brief shows the lists actually getting shorter.

Responsibility 2

Follow every presented case and ortho consult to a decision

Starts when
A crown, implant, veneer case, or orthodontic treatment plan is presented — and the patient or parent leaves with 'let me think about it' instead of an appointment.
What Deptly does
  • Sends a same-day recap in your voice: the treatment as presented, the fee as quoted, the financing option you publish, and an easy way to schedule
  • Follows up on the cadence you approve — warm and unhurried, in wording your doctors sign off on
  • Answers the routine questions that stall decisions — appointment length, visit sequence, payment logistics — from your approved answers, never inventing clinical content
  • Keeps the orthodontic observation list moving: recall checks booked when kids come due, so 'not ready yet' becomes a future start instead of a lost one
  • Books the first appointment the moment they say yes, collects any deposit per your policy, and sends pre-visit instructions
Comes to you when
Questions about candidacy, outcomes, or 'can this wait' go to the doctor who presented the case, flagged with the thread attached. Fee adjustments and payment arrangements beyond your published options come to you.

Every presented case ends as a scheduled start, a recorded no with the reason, or a planned future touch — visible in the weekly brief instead of living in a notebook.

Responsibility 3

Protect the schedule: confirmations, backfill, and paperwork

Starts when
A cancellation or no-show opens a hole, tomorrow's long appointment is still unconfirmed, or an upcoming visit is missing new-patient forms or insurance details.
What Deptly does
  • Fills broken appointments from your ASAP list, matched by procedure, provider, and chair time — a hygiene hole gets a hygiene-due patient, not a random name
  • Confirms appointments on your cadence, with extra attention on long production blocks like crown preps and ortho records visits
  • Chases new-patient paperwork and insurance information before the visit, so appointments start in the chair instead of on a clipboard
  • Handles routine reschedules under your rules and updates the chart and schedule so they always match reality
  • Answers after-hours scheduling requests in your voice, so the 9 PM toothache-adjacent inquiry books with you instead of the next practice on the list
Comes to you when
Any message that reads like pain, swelling, trauma, or a broken bracket follows your emergency protocol immediately — routed to your clinical team, flagged urgent, with only an approved acknowledgment sent to the patient. Fee waivers and policy exceptions come to you as a quick yes-or-no.

The day runs the way the schedule says it will: holes backfilled or accounted for, long blocks confirmed, paperwork done before arrival — and the desk starts the morning ahead instead of behind.

One job, before and with Deptly

The same signal, followed all the way to a verified outcome instead of waiting on whoever is busiest.

Today

  • Tuesday, 10:15 AM: Dr. Patel diagnoses a crown on #30 and the treatment coordinator presents the fee. The patient wants to check with his wife first.
  • The plan goes into the chart as diagnosed-unscheduled. The front desk is checking in the 10:30s and confirming tomorrow's column.
  • The unscheduled-treatment report knows the case is sitting there. Nobody has a quiet hour to run it, much less call down it.
  • Months pass. The tooth flares up on a weekend, and what could have been a scheduled crown in April becomes an urgent visit squeezed into a packed Monday.
  • The report still holds dozens of cases like his, waiting for an afternoon that never comes.

With Deptly

  • Tuesday, 10:15 AM: the same diagnosis, the same fee presentation, the same 'let me talk to my wife.'
  • That evening he has a recap in his inbox: the treatment as Dr. Patel presented it, the fee as quoted, the financing option you publish, and a link to schedule.
  • Thursday his wife asks whether the visits can be booked before work hours. Deptly answers from your scheduling rules within minutes and offers two early slots.
  • Friday he books. Deptly schedules the crown prep against the right provider and chair time, notes the chart, and sends the pre-visit details.
  • The weekly brief shows the case scheduled — and the month's other open cases, each with its next touch on the calendar.Closed loop

Start from the outcome you want

The same responsibilities, prioritized differently depending on what you are trying to change first.

Start the dentistry you've already diagnosed

The growth sitting in most practices isn't new patients — it's the unscheduled-treatment report and the overdue recall list. Deptly answers the new-patient call that used to hit voicemail at lunch, follows every presented case and ortho consult until it becomes a yes, a no, or a scheduled future touch, works recall so hygiene stays full and diagnosis keeps happening, and asks happy patients for the review while the visit is fresh. Same doctors, same chairs — more of the dentistry you've already diagnosed getting scheduled.

Start from the outcome: Grow

What Deptly handles, asks about, and never decides

Every responsibility above runs inside this boundary. You set the rules; anything outside them waits for you.

Deptly handles

Routine work done within the rules you approve.

  • Answers routine scheduling, hours, and paperwork questions in your practice's voice — including after hours
  • Works hygiene recall and the unscheduled-treatment list on a cadence you approve
  • Follows presented cases and ortho consults until they resolve, in approved wording
  • Fills broken appointments from an ASAP list matched by procedure, provider, and chair time
  • Chases new-patient forms and insurance details before the visit
  • Follows overdue balances politely within your written policy

Deptly asks first

Anything judgment-shaped waits for your okay.

  • Exceptions to your cancellation, no-show, or broken-appointment fee policy
  • Discounts or payment arrangements beyond your published financing option
  • Any message that reads as a complaint or a concern about care received
  • Booking treatment that normally requires an exam, records, or a consult first
  • Anything without an approved template that touches clinical territory

Always human

The decisions that stay yours, always.

  • Diagnosis, treatment planning, and all dental or orthodontic advice — those stay with your doctors
  • Assessing pain, swelling, trauma, or a broken appliance — routed through your emergency protocol immediately, flagged urgent
  • Setting fees and treatment plans — Deptly communicates them, never creates them
  • Insurance coverage judgment calls and claim decisions — Deptly relays figures your team approves, it doesn't estimate coverage on its own

The full rulebook — approvals, escalation, and audit history — lives on trust and control.

Who this covers

Each one gets the same execution engine — these notes call out what actually changes.

General & family dentistry

The six-month hygiene recall is the practice's heartbeat and its diagnosis engine — an unworked overdue list means empty hygiene chairs now and undiagnosed treatment later. Add the fall benefits deadline: patients with remaining insurance dollars need to hear from you in October, not the last week of December. Deptly works both lists on the steady cadence a counter-bound front desk can't sustain.

Orthodontics

A consult-to-start business where the follow-up decides the case. Parents compare two or three quotes, financing questions are standard, and the observation list — kids seen but not ready — is a start pipeline that only pays if the recall checks actually get booked. Deptly follows consults in your tone, keeps the obs list moving, and gets the broken-bracket call a same-week answer without wrecking the clinical day.

Cosmetic dentistry

Veneer and smile-makeover cases are researched at midnight and decided over weeks, and the anxiety is regret, not just price. Follow-up here has to educate and reassure — the treatment as presented, the published financing option, patient questions answered in your voice — never pressure. Deptly keeps the long consideration warm and hands anything about outcomes or candidacy straight to the doctor.

Systems we commonly work in

  • Phone calls & SMS on your existing business lineConfirmed
  • Email & calendarConfirmed
  • DentrixPossible
  • Open DentalPossible
  • EaglesoftPossible
  • Curve DentalPossible
  • Dolphin, Cloud 9 & ortho practice systemsScoped in discovery

Confirmed means standard channels every business already has — phone, text, email, and calendar. Possible means the platform supports what the workflow needs. Anything marked scoped in discovery gets verified during discovery before we commit to it — Deptly works within the tools you already have, as described on how it works.

See the loop close

Every proof item on this site is labeled for exactly what it is.

Workflow Demonstration

A same-day hygiene cancellation gets filled from the short-notice list

  1. Patient text

    Hi, this is Karen L. — I have to cancel my 2:00 cleaning today, my son's school just called. So sorry!

    Tuesday 7:52 AM

  2. Deptly

    Replies warmly, offers Karen the next two matching hygiene openings, and pulls today's 2:00 against the ASAP list — filtered to patients overdue for hygiene who asked to hear about short-notice openings.

    7:54 AM

  3. Deptly → Marcus T.

    Hi Marcus — a 2:00 PM cleaning with Dana opened up today. You're on our short-notice list and overdue from March. Want it? Reply YES and it's yours.

    7:58 AM

  4. Marcus

    YES — perfect timing, I'm off today.

    8:14 AM

  5. Deptly

    Books Marcus into the 2:00 hygiene slot in your practice software, updates his recall date, confirms Karen's rebooked cleaning for the 19th, and notes both charts.

    8:16 AM

  6. D

    Owner brief

    Friday 5:00 PM

    inbox

    Three hygiene cancellations this week; all three filled from the short-notice list, and both cancelling patients rebooked before the conversation ended. No chair time lost to 'we'll call you back.'

More demonstrations live on proof and examples.

Questions owners ask

Yes — that line is the design. Scheduling, hours, paperwork, visit length, and payment logistics get answered from wording your team approves. Anything that edges into clinical territory — whether a crown can wait, what an implant involves, whether a child is ready for braces — routes to your doctors, flagged, with the conversation attached. Deptly never improvises about treatment.

Those are exactly the platforms this branch tends to run on, and working inside your existing system is the model — Deptly reads real openings, writes real appointments, and notes charts where your team already looks. What each platform exposes varies, so your specific setup is confirmed during discovery rather than promised up front. Ortho systems like Dolphin and Cloud 9 usually start with that discovery conversation.

Messages go out as your practice, on your existing numbers, in wording you approved. Deptly doesn't pretend to be a specific person, and if a patient asks directly, it doesn't lie. What most patients notice is simpler: the practice that answered the lunchtime call, remembered their recall date, and followed up on the crown conversation nobody else would have had time to continue.

That message never waits in a queue. Anything that reads like pain, swelling, trauma, or a broken appliance follows the emergency protocol you define: routed to your clinical team immediately, flagged urgent, with the full thread attached — and the patient receives only an approved acknowledgment that your team is being notified. After hours, it follows your on-call instructions. Triage of the symptom itself is clinical work, and it stays that way.

Seriously and narrowly. Access is least-privilege — Deptly touches only the systems and fields a workflow needs — routine scheduling messages avoid clinical detail by design, and every action is logged. Your specific privacy and compliance requirements, including business associate expectations and what patient information may appear in messages, are mapped with you during setup before anything goes live.

Yes — the use-it-or-lose-it season is a defined workflow, not a December scramble. Starting in the fall, Deptly matches your unscheduled-treatment report against the remaining-benefits figures your team approves and reaches out on a steady cadence, booking accepted cases into real openings. Deptly relays the numbers your team provides — it doesn't estimate anyone's coverage on its own. The compression your desk feels every December is exactly the burst this replaces.

Reminder software sends texts; nobody owns what happens next. Deptly is a managed service that works the outcome: it answers the replies, handles the reschedules, backfills the holes, follows the case that went quiet, and chases the forms that didn't come back. Where your current tools send a useful message, Deptly can work alongside them or take the workflow over entirely — what closes the loop is that someone is accountable for the loop closing.

Yes — both calendars. Consults get a same-day recap with the treatment as presented and the payment options you publish, then follow-up on your cadence until the family decides, with parents' logistics questions answered in your tone. The observation list gets its recall checks actually booked when kids come due, so 'not ready yet' turns into a future start instead of a name that ages out. Whether a patient is clinically ready stays with your orthodontist, always.

Deptly follows overdue balances politely and persistently within the written policy you set — reminders in your voice, on your timing, with your payment options. Anything that becomes a dispute, a hardship conversation, or a request for an arrangement beyond your published options comes to you rather than being handled by script. Consistent and kind beats sporadic and awkward, which is what most practices manage today.

Only if your rules say so. Most practices route new patients to a new-patient exam with records first, and Deptly enforces that path — warmly, immediately, with the reason explained in your language. It also respects the way you build your day: crown preps in the blocks you protect, the right provider, the right chair time. Nobody lands in a slot your scheduling rules say they shouldn't.

No — it carries what they never get a quiet hour for: the recall list that gets worked in bursts, the case follow-up that depends on a sticky note, the ASAP list that goes uncalled while a chair sits open, the forms chased at check-in instead of before. Your front desk stays with the patients at the counter, your treatment coordinator stays in the consult, and the list work stops depending on spare time that doesn't exist.

Pricing follows scope — which workflows Deptly carries, how much volume moves through them, and which systems are involved — rather than a per-seat software tier. A single high-value workflow, like unscheduled-treatment follow-up or recall, is a common starting point. The pricing page explains the models and what's included, and a scoped recommendation comes from a short conversation about your practice.

No pitch, just a straight read

Talk through how this would work in your business

Walk through how the work actually moves in your business and hear exactly what Deptly would carry first — including an honest no if the fit is not there.