Turn completed visits into review invitations.
Happy families are rarely asked for feedback.
Est. deploy 4–6 weeksSee the walkthrough
Marketing & Reputation · Dental
Draft practice posts without exposing patients.
Marketing drafts accidentally contain clinical details.
For: Practice managers and the team responsible for marketing & reputation in dental.
01 · The outcome
What good looks like.
The team has a staff-reviewed Google Business Profile post, with source evidence and an explicit approval before any external action. Track approved posts published on schedule against a baseline; do not assume automation improves it.
A connected workflow that uses approved services, opening hours, and consent-cleared assets to draft an educational post using only the approved facts and no patient-specific material. It produces a staff-reviewed Google Business Profile post.
Where AI helps, and where a person decides.
AI can draft an educational post using only the approved facts and no patient-specific material. It drafts and organizes; it does not authorize spending, commitments, clinical decisions or customer communication. The practice manager verifies the source facts and approves the final action.
Practice manager is accountable. People approve customer-facing, sensitive, financial, and legally binding actions.
- Practice manager: Capture the source and scope
- Practice manager: Review the proposed outcome
- Practice manager: Release only the approved version
- Practice manager: Check the result and exceptions
A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
02 · The handoffs
How the work moves.
Every handoff has an owner. Select a step to open or close its detail.
Start when: The practice plans its weekly public update. Connect only approved services, opening hours, and consent-cleared assets. The practice manager confirms the request is authorized and in scope.
Ready when: The source reference, permissions and accountable owner are recorded.
Use the authorized records to draft an educational post using only the approved facts and no patient-specific material. Preserve the original language alongside the draft and label uncertain fields.
Ready when: Each proposed fact links back to a source, and missing information is visible.
Check a staff-reviewed Google Business Profile post against the original records and current policy. Correct errors and escalate exceptions to the qualified specialist; do not auto-approve.
Ready when: Practice manager has recorded approval or a reason to hold the item.
After explicit approval, save a staff-reviewed Google Business Profile post in the system of record. Send only approved messages to verified recipients. Record the version and prevent duplicate delivery.
Ready when: The approved record is saved; any delivery is confirmed or placed in the retry queue.
Review approved posts published on schedule each week, sample completed records for quality, and resolve held items. Change the rules only after reviewing actual errors and staff feedback.
Ready when: Exceptions have owners, the metric has a baseline, and corrective actions are assigned.
Sample record.
$ david run --workflow=dental-content-review
ILLUSTRATIVE RECORD / NOT LIVE CUSTOMER DATA
- Example
- Illustrative only — not a real client record
- Reference
- DENTAL-CONTENT-REVIEW-DEMO-001
- Trigger
- The practice plans its weekly public update.
- Owner
- Practice manager
- Prepared output
- a staff-reviewed Google Business Profile post
- Review status
- Awaiting human approval — no external action taken
- Missing information
- Owner to verify source completeness
- Measure
- Approved posts published on schedule
Start with your tools.
Connect Practice management system, Eligibility portal, Secure messaging through approved APIs or controlled exports. Map record identifiers first; test permissions and field updates in a sandbox. Vendor names describe possible connections, not a guarantee of an available integration or license.
When things go wrong.
- A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
- Use only authorized sources and role-based access. Keep an audit trail of source records, drafts, approvals and delivery status; deduplicate retries.
- If an integration fails, a source is missing or confidence is low, pause the action and assign the original request to the accountable owner.
- For healthcare uses, validate HIPAA applicability, execute required BAAs, restrict PHI to the minimum necessary, and use approved secure systems. Clinicians handle symptoms, urgent care and clinical decisions.
Try this week / no DAVID required
A useful first step.
This week, have your practice manager time five examples of this work. Use redacted copies of approved services, opening hours, and consent-cleared assets to make a staff-reviewed Google Business Profile post manually, then list which fields required judgment.
What to measure.
- Approved posts published on schedule
- Minutes of human handling per completed item
- Drafts needing substantive correction
- Exceptions unresolved beyond the agreed review window
Estimate your time back.
20.8
$11,232
03 · More workflows to consider
Related workflows.
Check practice articles before publication.
Draft articles can imply guarantees or reveal client facts.
Est. deploy 4–6 weeksSee the walkthrough
Draft listing copy from verified property facts.
Listing descriptions repeat errors from old materials.
Est. deploy 2–4 weeksSee the walkthrough
Want this running in your business in 4–6 weeks?
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