2591: Using AI Agents to GSD - A Practical Approach to Patient Relationship Management and Scaling Outreach

Hey, Doc, you ever felt like you're the bottleneck in your own practice, like everything runs through you and the second you step away, it all slows down. That's exactly why we built the elite practice blueprint course, six modules walking you through six pillars that separate a struggling practice from a thriving one. You'll learn how to build systems so your office runs smoothly without you. Design a patient experience that turns one patient into thousands in referrals. Tracks your marketing so you stop wasting money. Hire the right people. And finally, understand the numbers that actually drive your profit. And here's the thing. You don't have to be a DSI Mastermind member to get it. This is open to any dentist ready to take control. Already a Mastermind member? Well, then it's yours free. Just go to truedentalsuccess.com and click the course tab and use the code podcast15 for 15% off. truedentalsuccess.com, click the course tab, use the code podcast15 for 15% off. Go build that practice you actually want. Hey, Doc, question for you. How much time is your team currently wasting on insurance billing? If you're still manually posting EOBs, chasing paper checks, or buried in unpaid claims, it's time to meet Lassie. Lassie is the AI built specifically for dental practices to automate your insurance workflows. Free EFT enrollment, accurate EOB posting with correct write-offs, catching appeals, and handling reconciliation. So nothing slips through the cracks. Lassie automates insurance posting better than any person. So your team can focus on high value work and grow without adding headcount. Say bye bye to manual data entry or payments stuck in limbo. Hello to faster payments, streamlined collections, and more time with patients. Are you ready to join the over 1,000 forward-thinking dentists that rely on Lassie every day? Just go to www.lassie.ai forward slash DSI, fill out the intake form, and get on the wait list. Recover that uncaptured revenue, get hours back, and spend time with patients, starting now. That's Lassie, L-A-S-S-I-E dot A-I slash DSI.

The Dentalpreneur Podcast. Okay, doctor, it's time to put down that handpiece. You're listening to the show dedicated to helping dentists get their lives back. It's time to decrease your stress, increase your profitability, and regain your passion. Now introducing your host, Dr. Mark Costas.

Hello, everyone. Welcome to another episode of the Dentalpreneur Podcast. I'm your host, Dr. Mark Costas. Hey, guys. In this episode, we're diving right in to Dr. Lior Tamir's breakout presentation from the Summit this year in Frisco, Texas. He is the founder of the dental app Practice Management Software and the owner and operator of a very successful group of practices in Northern California. During his presentation, he covered AI follow-up and unscheduled treatment and how to maximize those two particular categories utilizing software. He showed how a stronger sales process can help practices convert more treatment that is already sitting in the system. Specifically, he talked about tracking unscheduled treatment. He covered why every practice needs a clear system for identifying, organizing, and following