More treatment scheduled, fewer unscheduled plans, and a front desk that is not the bottleneck.
New-patient qualification and booking, intake before the visit, treatment-plan follow-up, reminders, recall, review requests, and case-acceptance reporting, built around the practice-management system you already run, after that system is validated.
Basis for the label. During his time at Cherry, Austin worked with hundreds of dental practices on how they presented treatment. Surge has not yet delivered a client build in a practice.
- Treatment gets presented, the patient says they will think about it, and nobody follows up. The plan sits unscheduled in the chart.
- New-patient calls come in while the front desk is checking someone out, and the caller gets voicemail.
- Recall lists are worked when someone has time, which is never.
- Intake paperwork happens in the lobby, late, on a clipboard.
- Insurance verification is discovered at the desk, not before the visit.
- Reviews arrive when someone remembers to ask, and the good months look like the slow months online.
- Unscheduled treatment plans, which are revenue the practice already earned the chance at
- New-patient calls that ring out to voicemail
- Overdue recall patients who quietly drift to another practice
- No-shows that were never confirmed
- The front desk carrying follow-up, recall, reminders, and intake in their heads
- Practice-management systems that hold the data but do not act on it
- Manual insurance checks the morning of the visit
Treatment-plan follow-up
Unscheduled plans get a respectful, approved cadence and a person schedules every reply. The practice approves every word.
New-patient qualification and booking
Every new-patient call or form gets an answer in seconds, a couple of approved questions, and a booking or a call-back task.
Intake before the visit
Forms sent on booking, completed at home, and the answers landing where staff already look, under the right agreements.
Reminders and recall
Reply-to-confirm reminders and a recall cadence that fills the schedule without a call list.
Case-acceptance reporting
Presented, accepted, scheduled, and completed, by provider and by month, from the system you already have.
- Treatment-plan follow-up on a practice-approved cadence
- New-patient intake sent on booking
- Appointment reminders with confirmation by reply
- Recall and reactivation sequences
- Post-visit review request
- Insurance-verification workflow with staff review
This experience comes from Austin's employment at Cherry, a patient-financing company. The practices were Cherry's customers, not Surge clients, and Cherry has no affiliation with Surge Advisory.
Read it as a labeled case study →During his time at Cherry, Austin worked with hundreds of dental practices focused on increasing production and case acceptance. He helped practices change how they presented treatment, and those practices reported case-acceptance increases of roughly 10% to 30%. That experience also gave Austin a firsthand view into how dental practices structure their operations, present treatment, and build the habits that support consistently high production and case acceptance.
That is the lens Surge brings to a practice: look at how treatment is presented, what happens to a plan after the patient leaves, and where the front desk is carrying work a system should carry. It is a way of looking, not a promise that one practice's result transfers to another.
- Dentrixvalidate first
- Eaglesoftvalidate first
- Open Dentalvalidate first
- Weavevalidate first
- GoHighLevel
- Google Business Profilevalidate first
- Reminders, review requests, or a single follow-up cadence: single automation, $2,000 to $5,000
- New-patient booking and intake, or follow-up plus case-acceptance reporting: multi-tool build, $8,000 to $25,000
- Anything touching patient records is scoped only after the practice-management system and the compliance path are validated
- Compliance is not assumed because a vendor offers a healthcare plan. It is scoped and configured per practice with the appropriate business associate agreements, permissions, data minimization, and security controls.
- The system never gives clinical advice, never confirms a patient relationship in public, and never schedules on its own; the front desk does.
- Austin's dental experience is prior professional experience at Cherry, not Surge client work. The case-acceptance range on this page is what those practices reported to him, not a Surge measurement, and no result from that time is promised to transfer.
Workflows
- Dental treatment-plan follow-upExample blueprint
- New-customer and new-patient intakeAvailable automation
- Appointment reminder sequencesAvailable automation
- Recall and reactivation sequencesExample blueprint
- Review-request automationDelivered build
- Insurance-verification workflowExample blueprint
- After-hours and instant lead responseDelivered build
- Missed-call text-backAvailable automation
Is this compliant with HIPAA?
Compliance is something Surge scopes and configures, not something a vendor plan grants. Every tool that touches patient information signs a business associate agreement, data is minimized to what the workflow needs, access is permissioned, and the controls are written into the scope before you sign. If a path cannot meet that, the roadmap says so.
Will it work with Dentrix or Eaglesoft?
Sometimes, through the vendor's partner program, and sometimes not without an export. Both are validated per practice on the Roadmap call before anything is quoted. Open Dental has a documented API and is the most straightforward.
What is Austin's actual dental experience?
During his time at Cherry, a patient-financing company, he worked with hundreds of dental practices focused on increasing production and case acceptance, and those practices reported case-acceptance increases of roughly 10% to 30% after changing how they presented treatment. Those were Cherry's customers, not Surge clients, and the numbers are what the practices reported rather than a Surge measurement. What Surge brings from it is the habit of looking at presentation and follow-up before looking at lead volume.
Will the system contact my patients on its own?
Only with wording you approved, on a cadence you set, about scheduling and reminders. Every reply goes to your front desk, and all scheduling is done by a person.
Not sure which of these applies to you?
The Free AI Revenue Roadmap is a 30-minute call and a one-page document naming your three highest-value opportunities. You keep it either way.
Find out where the revenue and the hours are going.
Thirty minutes on a call. A one-page roadmap with your three highest-value opportunities, reviewed by Austin before it is sent. Yours whether or not you hire Surge.