Missed calls, slow follow-up, unconverted enquiries, overloaded reception — most independent practices have gaps they haven't had time to look at properly. This free audit helps identify them and gives you a prioritised plan to work through.
These are the areas we ask about during your assessment. Most practices have at least a few of these — the audit helps identify which ones apply to you.
When reception is with a patient and the phone rings, that call often goes unanswered. Whether those callers try elsewhere is something worth understanding.
Website and email enquiries often get picked up when reception has a spare moment. For patients who've contacted multiple practices, response time can matter.
Patients who enquire about implants, Invisalign, or cosmetic work and don't book straight away often don't hear back. A structured follow-up process can help convert more of these.
Answering phones, checking in patients, handling confirmations, rescheduling, replying to emails — all at once. In busy practices, some tasks inevitably get delayed.
Without reminders and confirmations, no-show rates tend to be higher than they need to be. A simple reminder process can make a noticeable difference to appointment attendance.
Patients who attend a consultation but don't book on the day often don't hear back from the practice. A follow-up process can help re-engage patients who were genuinely interested.
Your answers help us understand how your practice handles enquiries, calls, and patient follow-up — and where a clearer process might help.
What happens when a patient calls during a busy period. How many go unanswered?
When a call is missed, does the patient hear back within minutes — or never?
How fast website forms, emails, and social messages get a reply. Hours? Days?
What happens to patients who enquired but didn't book. Is anyone chasing them?
How implant, Invisalign, and cosmetic leads are tracked from enquiry to booking.
Where admin time is spent on repetitive tasks that could be handled differently.
Whether reminders, confirmations, and waitlist fills are happening — or slipping.
Specific, practical changes that could recover lost revenue within weeks.
These are illustrative examples of the types of issues the audit helps identify. Your report will reflect what you actually share in your assessment.
When calls go unanswered, there's no text-back, no voicemail follow-up, and no callback alert. Missed callers are simply lost.
Missed calls with no recovery process mean some potential patients never hear back from you. The audit helps you understand whether this is happening in your practice.
High-value treatment leads from the website and phone enquiries are quoted once but never contacted again. No structured follow-up exists.
High-value treatment enquiries that don't convert are worth understanding. Your report will flag whether a follow-up process is in place and suggest practical ways to improve it.
Website form submissions are only checked when reception has a spare moment. During busy days, responses go out the next morning.
Slow response times to online enquiries can affect conversion. Your report will identify your current process and suggest how to respond faster without adding to your team's workload.
Not a generic checklist. Your report is specific to how your practice operates — with scored areas, prioritised issues, and concrete recommendations.
Each area of your practice rated so you can see at a glance where the biggest gaps are.
The problems costing you the most money — identified and prioritised so you fix the right things first.
Not "improve your follow-up" — actual steps like "add a missed call text-back that fires within 60 seconds."
Every recommendation sorted by urgency so you always know what to do next.
Findings ranked by likely impact so you can focus on the most important areas first — not work through a long list and guess where to start.
A written report in your inbox within two working days. Yours to keep and share with your team.
Click the button and our assessment asks you focused questions about how your practice handles calls, enquiries, treatment leads, and admin. Takes about 10 minutes.
Your answers are reviewed across eight areas. We identify exactly where patients and revenue are being lost — and rank each issue by how much it's likely costing you.
Within 48 hours you receive a written report — with scores across each area, specific findings, and a prioritised set of recommendations to work through at your own pace.
You don't need to know what the problem is. You just need to feel like your practice should be doing better than it is. The audit finds the specifics.
Single-site clinics where the owner feels the impact of every missed call and empty appointment slot directly.
Whether you're fully private or have a private arm you're trying to grow — the audit focuses on the revenue side.
If you offer implants, Invisalign, veneers, or cosmetic work, a single lost lead can mean thousands in missed revenue.
3–10 staff. Reception wearing multiple hats. No dedicated marketing person. Growth limited by time, not ambition.
These are the kinds of recommendations you'll find in your report — specific enough to implement, impactful enough to notice.
Every missed call triggers an instant text: "Sorry we missed you — reply YES and we'll call you straight back." Recovers patients who would otherwise be lost forever.
Pricing queries, opening hours, "do you do emergency appointments?" — handled instantly so reception doesn't have to stop what they're doing to answer the same questions daily.
When someone fills in your contact form, they get a personalised reply within minutes — not hours. Includes a booking link so they can book while they're still interested.
Patients who came for a consultation but haven't committed get a structured 3-message sequence over 2 weeks — gentle, helpful, and effective at converting undecided patients.
24-hour and 2-hour reminders with simple one-tap confirmation. Unconfirmed slots flagged so reception can follow up. A straightforward process that tends to improve attendance rates.
10 minutes of your time. A written report covering how your practice handles enquiries, calls, and patient follow-up — with a prioritised list of improvements to work through. Completely free.