ClinicRouter

PMS-safe enquiry recovery

Your implant and Invisalign leads are going cold before reception opens.

ClinicRouter catches Meta ad enquiries instantly, starts qualification by SMS or opt-in WhatsApp within 45 seconds, and sends reception a booking-ready summary.

No PMS access. No clinical records created. No front-desk disruption.

See how it stays PMS-safe
  • Built for private UK dental clinics
  • Works before Dentally, EXACT, or your PMS
  • Designed to support UK GDPR workflows
  • No clinical records created
  • Designed for after-hours enquiry recovery

After-hours recovery queue

Meta lead converted into reception-ready action

Live route

Incoming lead

Meta Lead Submitted
22:47
Treatment Interest
Dental Implants
Status
Unanswered

Qualified summary

SMS Qualification Complete
22:48
Funding
Self-Funded / Interested in Finance
Preferred Callback
Tomorrow 08:30
Outcome
Routed to Reception

Qualification start

45s

PMS access

None

Reception

Ready

THE LEAK

You paid to generate the enquiry. Then left the lead alone for ten hours.

That is where the money disappears.

A high-intent patient fills in your Meta form at 9:42 PM. They are anxious, curious, and ready to talk.

Your team sees it at 9:06 AM.

By then, they have:

  • Forgotten the form
  • Spoken to another clinic
  • Lost urgency
  • Stopped answering unknown numbers

Your ads did their job.

Your follow-up window failed.

Overnight decay timeline

One implant enquiry, left untouched.

  1. Lead submits form

  2. No response

  3. Patient searches again

  4. Reception opens

  5. Lead no longer answers

You paid to generate the enquiry

£2k-£25k treatment value

10+ hours of silence

1 cold lead by morning

After-hours leads do not wait for opening hours. They decay.

THE RECOVERY LAYER

Catch the enquiry before it goes cold. Keep the PMS untouched.

ClinicRouter sits in front of your PMS. It handles enquiry recovery only. Reception still controls the appointment, the patient record, and the clinical workflow.

Step 1: Catch

Instantly catch the Meta lead.

The moment a patient submits a Meta enquiry, ClinicRouter receives it.

  • No waiting for inbox checks.
  • No manual spreadsheet watching.
  • No “we’ll call them tomorrow.”

Lead intake

Lead received
22:47
Source
Meta Ads
Treatment
Invisalign

Step 2: Qualify

Start qualification by SMS or opt-in WhatsApp within 45 seconds.

The patient gets a short, clinic-approved message flow while their intent is still live. WhatsApp is used only where the lead has opted in to WhatsApp contact.

  • We collect only what reception needs to prioritise the callback.

Example questions

  1. 1.Which treatment are you interested in?
  2. 2.Are you looking to book a consultation?
  3. 3.What time should the clinic call you?
  4. 4.What matters most: speed, cost, or consultation availability?

Step 3: Route

Send reception a booking-ready summary.

Your front desk receives a clean summary before the morning rush.

  • No PMS writeback.
  • No clinical record creation.
  • No new system for staff to manage.

Reception summary

High-intent implant enquiry

Submitted: 22:47

Qualified: 22:48

Funding: Self-Funded / Interested in Finance

Preferred callback: 08:30-09:00

Primary focus: Speed of treatment / Treatment cost / Consultation availability

Next action: call first

PMS-SAFE BY DESIGN

Built to stay out of your clinical system.

ClinicRouter is not a patient management system. It does not replace Dentally, EXACT, SOE, or your existing workflow.

It is a controlled enquiry recovery layer that processes pre-appointment lead information under your instruction.

Designed to support UK GDPR workflows

Designed around UK GDPR principles, including data minimisation, purpose limitation, and controlled retention.

Data Processor

ClinicRouter acts as a data processor for your clinic. Your practice remains the controller of patient and enquiry data.

No Clinical Records Created

We do not create clinical records, treatment notes, medical histories, radiographs, or PMS entries.

PMS-Safe

No PMS login required. No writeback into patient records. No disruption to reception workflow.

Minimal Data Capture

Only the information needed to qualify the enquiry and help reception prioritise follow-up.

DPA Available

A Data Processing Agreement is available before launch.

If your compliance question is “does this touch our PMS?” the answer is no.

14-DAY PILOT OPTIONS

Separate the no-contact audit from live recovery.

Shadow Pilot and Live Recovery Pilot are separate routes. Use Shadow Pilot when you want evidence of the leak without patient contact. Use Live Recovery Pilot when you are ready to start qualification within 45 seconds using clinic-approved messaging.

WhatsApp is opt-in only. If the lead has not clearly opted in to WhatsApp contact, ClinicRouter uses SMS or leaves WhatsApp out of the workflow.

No patient contact

Shadow Pilot

We monitor after-hours Meta enquiries, timestamp the missed response window, and send the Practice Manager a private daily leakage report. This proves the size and timing of the problem before any automated patient engagement goes live.

  • No SMS or WhatsApp sent
  • No change to reception workflow
  • No PMS access or writeback
  • Daily missed-opportunity report

Approved patient engagement

Live Recovery Pilot

We start qualification within 45 seconds using clinic-approved SMS, and WhatsApp only where the lead has explicitly opted in to WhatsApp contact. Qualified summaries route to the Practice Manager first, so the front desk does not need new software during the pilot.

  • Clinic-approved script
  • WhatsApp opt-in only
  • Reception-ready summaries
  • Practice Manager approval before rollout

What You Get

  • Shadow Pilot or Live Recovery Pilot route
  • Daily Practice Manager email
  • Treatment-interest and funding tagging
  • Reception-ready summary examples
  • Recovered revenue recommendation after 14 days

What You Do Not Risk

  • No PMS integration
  • No front-desk software rollout
  • No reception retraining during audit
  • No clinical records created
  • No platform migration

WHAT ACCESS WE NEED

Enough access to catch enquiries. No access to clinical records.

ClinicRouter sits before your PMS. The pilot needs lead-source and routing access only, not Dentally, EXACT, SOE, treatment notes, radiographs, or patient record writeback.

Meta lead source

Access to receive new Meta Lead Ads enquiries, either through a connected lead source, webhook, or approved export flow.

Approved contact script

Clinic-approved SMS wording and, where WhatsApp is used, clear opt-in language confirming WhatsApp contact is allowed.

Routing destination

A private Practice Manager email address for daily reports and qualified booking summaries.

Callback rules

Opening hours, preferred callback windows, treatment categories, and any administrative prioritisation rules.

Built for private UK dental clinics spending on Meta ads for implants, Invisalign, and high-ticket treatment enquiries.

If there is no leak, you will know in 14 days. If there is, you will see it in writing.