Crest & CrucibleClarity before complexity.

For dental practices

Give your front desk room to focus on patients.

We build working systems that take routine calls and follow-up off your front desk: recall, reactivation, new-patient intake, reminders and reviews. Everything is built around your practice software and your team's routines, with patient privacy in mind from the start. Then we train your team until they run it themselves.

10+ years in product and technology including at Waymo and Workday.

Based in Loomis, CA. Serving Rocklin, Roseville, Granite Bay, Auburn, the Sacramento area, and remote.

Book a free consultation How we handle patient data

What changes

Fewer routine calls for the front desk
Recall and reactivation that actually happen
Intake that arrives before the patient does
Reminders that cut down on empty chairs
Steady, genuine reviews

Sound familiar?

Your team is caring for patients and answering the phone at once.

Most practices are not short on patients who need care. They are short on hours at the front desk to keep everyone on schedule.

01

The front desk phone never stops

Your team is checking patients in and answering the same questions on the phone at the same time. Calls get missed or rushed.

02

Patients overdue for recall

Patients who are due for a cleaning drift away because nobody has time to work through the recall list.

03

Inactive patients

Patients who have not been in for a while could come back with a friendly nudge, but reactivation never makes it to the top of the list.

04

New-patient paperwork

Forms filled out on a clipboard, then typed in by hand. It slows the first visit and invites mistakes.

05

Last-minute cancellations

Empty chairs cost the practice, and filling a gap on short notice means another round of phone calls.

06

Great care, few reviews

Patients are happy, but asking for reviews is easy to forget on a busy day.

What we build

Systems that handle the routine so your team does not have to.

Each one fits around your practice management software and the way your front desk already works.

01

Front-desk call support

Common questions, like hours, directions and whether you take a certain insurance, get answered by text or phone, and missed calls get a reply right away, so your team can focus on the patients in front of them.

02

Recall and reactivation

Patients due for recall, and patients who have not been in for a while, get friendly, well-timed messages inviting them to book.

03

New-patient intake

New patients fill out their information before the visit, and it arrives ready for your team to review instead of retype.

04

Appointment reminders

Reminders go out before every visit, and patients can confirm or ask to reschedule, which gives you a chance to fill the gap.

05

Review requests

After a visit, patients get a simple request to share their experience, so your online reputation keeps up with your care.

Your team stays in charge. Clinical questions always go to a person, and the system never gives medical or dental advice.

Before and after

What a normal day at the front desk can look like.

Before

The phone rings while patients are checking in, the recall list waits for a quiet afternoon that never comes, and new-patient forms get typed in by hand.

After

Routine questions get answered without tying up the desk, recall and reactivation messages go out on schedule, and new-patient information is waiting for review before the visit.

An illustration of the kind of change we aim for, not a promise of specific results.

Patient privacy

Built with HIPAA in mind.

Patient information is handled with HIPAA in mind. We only use tools whose providers sign a Business Associate Agreement (BAA) with your practice, and no patient information goes into any tool without one.

We keep patient data to the minimum each system needs, and we walk you through where information is stored and who can see it. We do not claim any certification, and your practice stays responsible for its own compliance program. We are glad to work with your compliance advisor.

How we work

We build it, then stay until your team runs it.

A system nobody uses is not worth building. Adoption is part of the job, not an extra.

01

Learn how you work

We start with a conversation and a look at how work actually moves through your business today: the calls, the spreadsheets, the shortcuts.

02

Build around it

We build the system to fit the tools and habits you already have, and only change what needs changing.

03

Train until it sticks

We work alongside your team, answer questions, and adjust the system until using it is just how the work gets done.

04

Hand it over

Your team runs it on their own. Ongoing support is optional, and only for the things you cannot do yourselves.

Start with a conversation

Tell us where the front desk gets stuck.

In a free 30-minute consultation, walk us through a busy day at your front desk. We will tell you plainly where a working system would help, and where it would not.

Book a free consultation (925) 330-3510info@crestandcrucible.com

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