Recovery workflows
Missed calls, diary gaps, and routine recall replies become visible recovery work with review points and next actions.
What a controlled Cedar Desk pilot really includes.
This pack is deliberately conservative. Cedar Desk works alongside the practice PMS to make missed-call recovery, diary recovery, recall follow-through, manual review, and booking truth visible. It is not a PMS replacement and it should not be sold as fully automated AI booking.
Current capability
What Cedar Desk currently does.
Booking truth
Booking cases stay explicit as booked, pending, needs review, handled manually, failed, blocked, or unresolved.
Conservative reporting
Reporting separates reviewed work, contacted patients, booking opportunities, booked outcomes, unresolved cases, and manually handled cases.
Manual-first posture
What stays manual during a pilot.
Human judgement
Urgent wording, uncertain patient replies, booking exceptions, blocked syncs, and ambiguous routing stay visible for staff or founder review.
PMS work
Booking confirmation, patient record changes, diary edits, and PMS corrections remain practice-owned unless a specific write-back path is proven and approved.
Data needed
What the practice must provide.
- Practice and branch name, location, timezone, and owner contact.
- Current PMS and whether Dentally access or CSV fallback is the pilot path.
- CSV exports for patients, providers, and appointment types when CSV fallback is used.
- Messaging consent posture, opt-out constraints, and front-desk ownership rules.
- Canary evidence before live use: outbound, inbound, STOP handling, missed-call handling, and operator visibility.
Rollout shape
How a first pilot should move.
Confirm fit
Review workflow pain, branch context, and pilot boundaries.
Prepare setup
Choose Dentally verification or CSV fallback, then configure messaging posture.
Prove readiness
Run setup checks and collect real canary evidence before any live branch launch.
PMS boundaries
What Cedar Desk will and will not touch.
Cedar Desk will
- Read or import the minimum data needed for recovery workflows.
- Keep booking state and follow-through visible.
- Record manual booking outcomes and sync status.
- Preserve audit trail around setup, support, and workflow actions.
Cedar Desk will not
- Replace the PMS diary.
- Silently edit patient records.
- Treat suggested or pending bookings as confirmed revenue.
- Write to the PMS unless the exact path is configured, tested, and approved.
Outcome measurement
Value reporting should stay conservative.
Cedar Desk should measure missed calls reviewed, patients contacted, booking opportunities created, booked outcomes, pending or unresolved cases, and manually handled cases. Sent, delivered, replied, reviewed, or ready-to-book activity is not recovered revenue.