Tasks Library
Discover and install automation tasks for your practice
Featured
Create New Patient Record
Automatically creates a new patient profile in iDentalPro from a lead or intake form submission.
Schedule Appointment
Books appointments in iDentalPro, checks provider availability, and sends confirmation SMS.
Appointment Reminder Campaign
Sends automated SMS reminders at 48h and 2h before appointment. Captures confirm/cancel replies.
12 tasks
Create New Patient Record
Automatically creates a new patient profile in iDentalPro from a lead or intake form submission.
Patient ManagementSchedule Appointment
Books appointments in iDentalPro, checks provider availability, and sends confirmation SMS.
AppointmentsAppointment Reminder Campaign
Sends automated SMS reminders at 48h and 2h before appointment. Captures confirm/cancel replies.
CommunicationInsurance Eligibility Verification
Verifies patient insurance eligibility before appointment and updates coverage details in iDentalPro.
Billing & InsuranceLead Follow-Up Sequence
Sends a timed SMS follow-up sequence to new leads: Day 1, Day 3, and Day 7 messages.
Lead ManagementMonthly Revenue Report
Generates a full monthly revenue report from iDentalPro and exports to Excel with charts.
ReportingInactive Patient Reactivation
Identifies patients with no visit in 12+ months and sends a personalized re-engagement SMS.
CommunicationTreatment Plan PDF Generator
Extracts treatment plan from iDentalPro and generates a patient-friendly PDF summary.
Patient ManagementHIPAA Audit Log Export
Exports a structured HIPAA-compliant audit log of all patient record access events.
ComplianceDaily Schedule Briefing
Generates a morning briefing with the day's schedule, patient notes, and insurance alerts.
AppointmentsBulk SMS Campaign
Send targeted SMS campaigns to patient segments — promotions, service announcements, or recall notices.
CommunicationPatient Data Export (XLSX)
Exports a full or filtered patient list to Excel with demographics, visit history, and financials.
Data & Export