Resource library

Playbooks for the front office, organized by workflow.

Front desk playbooks, schedule protection guides, recall recovery notes, and claims packet checklists used in daily review.

Case story

Insurance Plan Expiration Recovery

A two-location general dentistry practice had a patient with an outstanding crown treatment plan and an insurance policy expiring on June 30. ChairNav connected the policy record, open treatment plan, and patient contact info, then drafted a Benefit Exhaustion notification for the Insurance Coordinator. After human verification of the remaining benefit cap, the coordinator approved outreach. The patient rescheduled treatment for June 21, preserving $1,200 in billable revenue and avoiding a late-year claim denial.

2-location general dentistry practice; owner quote approved under anonymity.

Anonymized redacted schedule screenshot available in Appendix B.

Preserved billable revenue

$1,200

Rescheduled by

June 21 (before June 30 policy expiration)

Review boundary

Draft prepared by ChairNav; benefit cap verified and outreach approved by the Insurance Coordinator.

Workflow 01

Schedule protection

2 resources

Playbook

How dental practices lose chair time before the day starts

Most empty columns are decided the night before. A look at where the schedule quietly leaks between confirmation, recall, and the morning huddle — and how to recover it.

Open resource

Playbook

No-show prevention workflows for small dental practices

A small practice can't out-spend a no-show problem. A simple, repeatable workflow for spotting risk, prioritizing outreach, and protecting the schedule.

Open resource

Workflow 02

Recall and reactivation

1 resource

Playbook

A practical guide to hygiene recall without overwhelming the front desk

Most recall lists punish whoever opens them. A workflow for matching overdue hygiene patients to real openings — without spamming patients or burning out staff.

Open resource

Workflow 03

Patient communication

1 resource

Explainer

Why AI should draft patient messages, not send them blindly

Auto-sent messages are how practices lose patient trust the fastest. A model for keeping AI in a drafting role and staff in the approval loop — with examples.

Open resource

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