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Practice-day orchestration for front-desk teams

Keep the whole practice day in one calm operating rhythm.

DayLoom brings schedule changes, patient messages, recall follow-up, benefit checks, and claim prep into one reviewed day map so the team can see the next best action before the day unravels.

AI prepares drafts and signals. Staff approve every patient-facing action.

Office manager reviewing the DayLoom day map before patients arrive.

Today’s Day Map

5 lanes
  • Schedule2 openings need action
  • Messages5 drafts need review
  • Recall8 recall matches
  • Benefits3 benefit checks
  • Claims4 claim packets missing attachments
Staff approval required
TodayDay board
8a
9a
10a
11a
12p
1p
2p
3p
4p
Op 1
New patient exam

Op 1 · Dr. K

Crown seat

Op 1

Message needs approval

Voicemail · review

Insurance cleared

Eligibility verified

Op 2
Hygiene · Marta

Op 2 · confirmed

Open slot · 45m

Recover before noon

Recall match: Emily T.

Overdue 4 months

Implant consult

Op 2 · confirmed

Now · 11:45
2 gaps today · 6 recall matches readyUpdated live · synced with PMS

84

Managed locations

11,200

Daily admin actions prepared

100%

Human approval rate

58 minutes

Saved per user per day

Representative multi-location DSO figures from internal telemetry logs, January 2025 to June 2026.

One view of the day

Schedule, messages, recall, and claims lanes in a single day map.

Cleaner handoffs

Every task has an owner and a visible next step.

Faster message review

Drafts arrive ready for a staff read, edit, and approval.

Recall that fits the schedule

Overdue patients matched to windows that actually exist.

Claims packets ready sooner

Missing attachments surface before the packet is needed.

Operating rhythm

One operating rhythm for the whole practice day.

DayLoom gathers schedule, recall lane, message lane, benefit checks, and follow-up work into a day map the team can act on.

Move earlier

See who needs attention before the day tightens.

Day map · 14 confirmed · 2 risks

Miss less

Confirmations, recall lane, and follow-ups held in one review queue.

Recall lane · 6 overdue · 3 drafted

Recover more open time

Close gaps and steady front-desk flow without adding another hire.

Open time · best match · Emily T.
Morning handoff

Start the day with the work already woven together.

  • Readiness checked on every appointment before the doors open
  • Risks in the day map surfaced while there is still time
  • Handoffs assigned before the first patient arrives
See the day map
Practice team reviewing the DayLoom day map during the morning handoff.

Morning brief · 7:42 AM

Tuesday — Op 1 & Op 2

Today

14

Confirmed

3

No reply

2

Gaps

  • 14 confirmations sent

    SMS · 11 confirmed, 3 still pending

  • 2 schedule risks flagged

    Op 2 · 10:40 gap · Op 1 · 3:15 unconfirmed

  • 6 recall matches ready

    Drafted texts awaiting approval

Reviewed by front-desk · updated a few minutes ago
Schedule lane

See gaps before they turn into lost chair time.

  • Open time surfaced in the day map the moment it appears
  • Best-fit patients matched from the recall lane
  • One staff approval sends the outreach
See open-time recovery
An empty operatory at midday — chair ready, lights low, waiting for the next patient.

Open slot detected

Op 2 · 10:40 – 11:25 AM

45 min gap
10:00 · Hygiene
10:40 · Open
11:30 · Crown

Best match

Emily T.

Hygiene · 4 mo overdue · 4 min away · prefers mornings

Drafted SMS · "Hi Emily — we just had an opening at 10:40 with Dr. Patel. Want it? Reply Y to confirm."
Pending staff approval
Message lane

Turn patient messages into reviewed next steps.

  • Texts, calls, and portal threads gathered into one review queue
  • Urgent patient touchpoints raised to the top of the lane
  • Replies prepared and held for staff approval
Open the message lane
Coordinator reviewing message drafts before sending.

Message desk

9 inbound · grouped by urgency

3 awaiting approval

Urgent · respond now

Mark D.

SMS4 min ago

Tooth pain getting worse since last night. Can you fit me in today?

Drafted reply · for staff approval

"Hi Mark — sorry to hear that. We have an opening at 2:00 PM today with Dr. Patel. Reply Y to take it, or call us at the front desk."

Today · respond by 5 PM

  • Rachel A.

    SMS22 min ago

    Need to move Tuesday — anything Friday after 2?

  • Jordan T.

    Voicemail1 hr ago

    Asked about cost of night guard, will call back this afternoon.

Recall lane

Match overdue patients to real openings.

  • Two-way texting at a calm, unhurried cadence
  • Recall matched to real open time in the day map
  • Every reply tracked through to a booked visit
Open the recall lane
Hygiene coordinator reviewing recall opportunities in DayLoom.

Recall queue

35 patients · grouped by bucket

  • 6 month recall

    ·

    last contacted 2 weeks ago

    Likely-fit window: Tue 9–11 AM

    18
  • 9 month recall

    ·

    last contacted a month ago

    Likely-fit window: Thu afternoon

    11
  • Overdue 12 mo+

    ·

    no reply on last attempt

    Likely-fit window: Fri morning

    6
Two-way SMS · drafts approved by staffUsed in daily schedule review
Claims lane

Prepare packets without chasing every attachment manually.

  • Benefit checks completed before the visit
  • Missing items tracked on every claims packet
  • Staff approval on each submission, with the handoff logged
See claims readiness
A calm clinic corner — soft afternoon light, plant on the counter.

Claims desk

Crown seat · Michael R.

Aetna PPO

Eligibility check

Active

Yes

Remaining

$840

Deductible

$50 left

Missing for submission

NarrativePre-op X-raysTooth chartProvider NPI

Claim packet

6 of 8 complete

Ready to submit once narrative and pre-op X-rays are attached. Reviewed by insurance coordinator.

Updated a few minutes agoAwaits coordinator
Human control

AI prepares. Your team decides.

DayLoom drafts, summarizes, and sequences the work. Your team reviews every item in the queue, edits what it needs, and approves.

  • No clinical advice and no diagnosis
  • Staff approval before any patient touchpoint
  • Benefit checks and claims packets reviewed by a person
  • Every handoff stays visible to the team
Claims packet checklist prepared for staff review.

Review queue

3 awaiting review
  • Recall draft for Emily T.Hygiene · 4 mo overdue
  • Reply to Mark D.SMS · suggested time
  • Insurance follow-upAetna · claim age 23 d
Verified DSO implementation

Sterling Dental Partners cut empty chair time from 14% to 6.2%.

Across 14 Greater Atlanta practices, DayLoom replaced manual morning huddle spreadsheets, sticky-note insurance flags, and reactive open-slot calling with a reviewed Day Map for schedule gaps, insurance authorizations, and recall drafts. Morning huddles fell from 22 minutes to 7 minutes per location.

Monthly production reports compared against appointment logs, April 2025 to May 2026.

Empty chair time

14% → 6.2%

Morning huddle

22 min → 7 min per location

Locations live

14 Greater Atlanta practices

The bottleneck wasn't the volume of work, but the mental tax of tracking which claims were pending and which gaps needed filling. DayLoom doesn't do the work for us - it just tells us exactly where the fires are before we walk in the door. The RBAC ensures my hygienists aren't seeing billing data they don't need, and the approval queue keeps us compliant.
Elena Rodriguez, Director of Operations, Sterling Dental Partners
Workflow story

The Tuesday Gap

A Monday 4:15 PM cancellation for a Tuesday 10:00 AM high-production procedure triggered a Dentrix webhook. DayLoom found three nearby recall candidates, prepared SMS drafts, and routed them for coordinator review. Staff rejected two drafts, approved one, and filled the slot by 4:45 PM.

Estimated $450 in avoided lost production, tracked in the Recovered Production dashboard.

Where DayLoom steadies the day

The work that steadies the day first.

Fewer missed confirmations

Confirm by text the day before and see every open reply at a glance.

A recall lane that keeps moving

Bring overdue patients back without stretching the front desk.

Faster patient touchpoint review

Every inbound channel handled in a single review queue.

Pricing

Simple plans for practice teams.

Start with the day map and the recall lane. Add deeper workflows as the practice grows.

Day Starter

Small practices that need a calmer morning brief, schedule lane, recall lane, and message review.

$149/ per location / month

  • Today's Day Map
  • Schedule Lane
  • Recall Lane
  • Message review queue
  • Basic benefit-check notes
  • 1 practice location

Practice Weave

Most chosen

Growing practices coordinating several operatories, heavier messages, benefits, and claims work.

$349/ per location / month

  • Everything in Day Starter
  • Benefits Lane
  • Claims Packet Lane
  • Staff approval queue
  • Follow-up workflows
  • Team roles

Group Rhythm

Multi-location practices and groups that need shared visibility, advanced roles, and implementation support.

Custom

  • Everything in Practice Weave
  • Multi-location day map
  • Location comparison
  • Centralized recall campaigns
  • Advanced permissions
  • Shared templates

Per practice location, billed monthly. Taxes may apply. Compare plans →

A steadier operating rhythm

Bring the practice day into one calm operating rhythm.

See how DayLoom keeps the day map, the review queue, and every handoff in one place.