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Practice Presence Tools

Dental Practice Presence Maturity Model

A category-defining framework that shows how clinics move from reactive front-office work to coordinated practice presence.

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Best used for

Where this helps inside the clinic.

Board discussion

Operations transformation

Technology planning

Relaya category education

Resource structure

What the resource should help your team capture.

Level 1 - Reactive

The clinic responds when patients initiate contact, but follow-up depends heavily on people remembering.

Common signals
Operational risks
What to standardize first
Measurement needed

Level 2 - Organized

Core workflows are documented and tracked, but many systems still operate separately.

Documented workflows
Communication visibility
Scheduling controls
Basic KPI review

Level 3 - Coordinated

Calls, booking, messages, forms, payments, reviews, and recovery are connected through shared operational context.

Shared patient timeline
Recovery workflows
Escalation rules
Manager visibility

Level 4 - Prepared

Patient context reaches the clinical team before the appointment.

Chair Briefs
Patient memory
Treatment context
Payment and concern context

Level 5 - Presence

The clinic has a consistent presence across the full patient journey.

System-wide visibility
Measured recovery
Continuous optimization
Workflow governance

The Practice Presence for Dental Clinics

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