Monday to Friday, 9am to 6pm (EST)
A ready-made sub-account that books new patients, texts back missed calls, brings patients back for cleanings every six months and follows up on treatment plans that were never scheduled.
GoHighLevel snapshot
Dental Practice
$997one-time
The Dental GoHighLevel Snapshot is a prebuilt sub-account for general, family and cosmetic dental practices. It includes a new patient booking funnel, missed-call text-back, six-month hygiene recall, treatment plan follow-up and review request workflows, plus a patient pipeline and AI receptionist prompt. The $997 price includes installation and a setup call.
Everything a dental practice needs to answer every enquiry, book it, show up, get reviewed and come back, already built and wired together.
A GoHighLevel Voice AI agent answers calls when the front desk is busy with patients or the office is closed. It collects the caller's name, reason for the visit and insurance carrier, then books new patient appointments or routes urgent calls to your team.
Conversation AI answers common questions about hours, services, accepted insurance and new patient visits on your website, SMS, Facebook and Instagram. It avoids clinical advice and hands patients to your front desk when a staff member is needed.
Patients who call while every line is busy receive a text within moments with a booking link and an offer to help. Front desk staff continue the conversation by two-way text from one shared inbox.
Website forms and ads for whitening, implants or new patient specials trigger an instant text and email plus a call task for the front desk. Follow-up continues across email, SMS and call reminders for about ten days.
New patients request a visit from your online calendar and receive a confirmation with directions and forms to complete. Reminders go out 48 hours, 24 hours and 2 hours before the appointment to protect chair time.
Patients who miss or cancel an appointment receive a text inviting them to rebook, and the front desk gets a call task. Open slots can be offered to patients on a short-notice list.
Messenger and Instagram DMs receive an automatic reply with a booking link and office details. Comments on your ads asking about pricing or availability get a public reply and a private message that moves the patient toward booking.
Patient reviews on your Google Business Profile receive replies that never confirm someone is a patient or mention treatment. Messages sent through Google arrive in the same inbox as texts and DMs.
After a visit, patients receive a short request asking about their experience. Patients who are pleased are invited to leave a Google review, while concerns go privately to the office manager for a direct follow-up.
New patient leads move from inquiry to booked, confirmed and first visit completed, with a separate path for treatment presented and scheduled. Stage moves create tasks and alert the right team member without storing clinical details.
Patients who have not booked yet receive a year of general emails and texts, such as year-end insurance benefit reminders, back-to-school checkups and holiday smile timing. Messages stay educational and avoid discussing any individual's treatment.
Patients overdue for hygiene visits can be invited back using recall lists you import from your practice software. Active patients also receive periodic referral requests for family members and friends.
Mobile-first pages with forms, chat, booking and tracking already wired into the workflows above, so every enquiry lands in your pipeline.
From the first call or message to a repeat customer, here is what runs automatically at each stage.
A prospective patient calls, fills out a form or sends a message, and gets an answer quickly.
People who are not ready to book receive helpful, general reminders over the year.
Patients choose a time online and receive confirmations and reminders before the visit.
After the visit, patients who need further care receive non-clinical reminders to schedule.
Patients are asked for feedback, with concerns routed privately to the office manager.
Overdue and lapsed patients are invited back, and active patients are asked for referrals.
Pages, calendars, forms, templates and fields, named clearly and ready for your details. 41+ custom fields and 52 weeks of nurture content included.
Each one starts from a real trigger in your business and runs the next steps on its own. You can switch any of them off or edit the wording.
Every lead sits in one stage, so you can see at a glance who needs a call today and where deals are getting stuck.
Opportunities · Dental New Patient
Sample data, for illustration
Emily Hayes
New patient exam + cleaning
Carlos Mendes
Implant consult
Rachel Kim
Invisalign consult
Tom Becker
New patient exam
Aisha Grant
Emergency, cracked tooth
Jake Lin
Hygiene + X-rays
Laura Fox
Exam complete
Sam Ortiz
Crown + build-up
Megan Doyle
Clear aligners
Victor Hale
Single implant
Ivy Tran
Whitening
You do not get a download link and a good luck message. Here is everything we handle after you buy, and when.
1 business day
Full install and verification
A2P 10DLC
Registration handled for US numbers
Voice and chat AI
Configured for your services
10 custom hours
Used within 15 days
You choose the snapshot and fill in a short intake form: business details, logo, services, hours and who needs access.
We load the full snapshot into your sub-account and check that every workflow, form, calendar and pipeline imported correctly.
Your logo, colors, wording and custom values go in. We connect phone, email and calendars and submit A2P 10DLC registration.
Voice and chat AI are tuned to your services. Your 10 customization hours cover extra pages, workflows or changes.
A live walkthrough, a written guide and a recording. Then 12 months of snapshot updates as GoHighLevel changes.
Each path can work. They differ in time, ongoing cost and who ends up owning the system.
Callers who reach voicemail receive a text right away, which gives them a way to book or ask a question instead of calling the next practice on the list.
Patients receive recall reminders based on their last visit, and overdue patients move to a reactivation list rather than being forgotten.
Patients who did not schedule recommended treatment receive timely, privacy-conscious follow-up, and your coordinator gets a task to call them.
Every attended appointment can trigger a review request, so your Google profile reflects your regular patients rather than only the occasional unhappy one.
Dentrix, Eaglesoft, Open Dental and similar practice management systems keep charts, scheduling, treatment plans, billing and insurance. The snapshot is the marketing and communication layer: new patient capture, reminders, reviews and recall outreach using lists you import. Keep protected health information in your clinical software, and any sync can be connected via webhooks or Zapier after review.
$997one-time
GoHighLevel subscription and usage (phone, SMS, email, AI) are billed by HighLevel directly.
Want someone to run it after setup?
A trained GoHighLevel virtual assistant can manage conversations, pipelines and changes, from $1,199 per month.
Recall automation depends on one piece of data: when the patient last had a cleaning. In this snapshot, that date lives in a custom field, and the recall due date is calculated from the interval your practice uses, usually six months. When the date arrives, the patient receives a text with a booking link, then an email and a final reminder if they do not respond.
Patients who stay overdue are tagged and moved to a reactivation pipeline so the front desk can see who needs a call. The recall date can be updated by hand, by import from your practice software, or through an integration if you have one. The messages stay general and never mention clinical findings. Each reply lands in the shared inbox, where the front desk can book the visit and update the recall date.
GoHighLevel offers a HIPAA-oriented plan option with a business associate agreement, but it is not a substitute for HIPAA-compliant clinical records. Your practice management software, such as Dentrix, Eaglesoft or Open Dental, should remain the home for charts, diagnoses, treatment notes and X-rays. GoHighLevel is best used for marketing, scheduling requests, reminders and reviews. Treating it as a front-office communication tool keeps the line between marketing and clinical care clear.
This snapshot is built with that boundary in mind. Forms collect contact details and preferred times, not medical history. Treatment follow-up messages ask the patient to call rather than naming a procedure. Keep protected health information out of GoHighLevel unless your account is set up under a signed BAA and your compliance advisor has approved the configuration. Train staff to move clinical conversations to a phone call or your patient portal.
A short, friendly text sent within a minute works best. It should name the practice, ask how the team can help, and offer a booking link for common visit types. This snapshot sends that text automatically, notifies the front desk, and creates a callback task so the call is never treated as handled until a person follows up. The wording is easy to change during setup.
If the caller replies, the conversation lands in the shared inbox, and the AI receptionist can answer simple questions about hours, location and insurance accepted. Anything clinical or urgent, such as pain or swelling, is passed directly to staff with instructions to call the patient, and the AI agent does not attempt to give advice. Every exchange is logged on the contact record, so staff can see what was asked before calling back.
Straight answers to the questions people ask us most. If yours is not here, ask us directly.
Book a free 30-minute call. We will look at what you have, tell you what we would change, and give you a fixed quote. No pressure, no jargon.
Adjust the site to suit you. Your choices are saved on this device.
Text size