Nine clinics, one quiet front desk.
Healthcare
Insurance checks and appointment reminders now run on their own across nine clinics.
Halcyon Dental Group
Automation
(01)
3,100h
saved / year
(02)
−28%
no‑shows
(03)
9
clinics live
(02) Challenge
Where the work was stuck.
Front‑desk staff spent hours each day verifying insurance and calling patients to confirm appointments, and no‑shows were costing the group six figures a year.
(03) Approach
What we built.
We automated insurance verification against payer portals and built a reminder flow that confirms, reschedules and fills cancellations from a waitlist — with staff handling only exceptions.
(04) Result
What changed.
More than 3,100 staff hours saved per year, no‑shows down 28%, and patients rebooked automatically when slots open.
The strategy work paid for itself. They told us what not to automate.
Daniel Reyes
Founder & CEO, Halcyon Dental
Project
Live in production and reviewed monthly against the KPIs agreed before the build.
