Integration workflow

Relaya and EXACT / SOE Workflows

EXACT / SOE clinics need careful assessment of scheduling, communication, and follow-up workflows. Relaya places EXACT dental patient communication workflows as part of the patient operation, not an isolated task.

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Relaya and EXACT / SOE Workflows for organized dental clinics

EXACT dental patient communication workflows

Relaya - The Practice Presence for Dental Clinics.

Practice Presence is the clinic’s coordinated presence across calls, booking, messages, payments, video, forms, reviews, recovery, patient memory, Chair Briefs, and analytics.

Operational problem

The issue is rarely one missing tool.

EXACT / SOE clinics need careful assessment of scheduling, communication, and follow-up workflows.

Patient context lives across too many places.

The team relies on memory, inboxes, and manual follow-up.

Management lacks a clean view of what is unresolved.

Relaya model

Relaya can be configured around the clinic operating model.

The practice presence connects this workflow to the wider patient journey: calls, scheduling, messages, payments, video, forms, recovery, patient memory, Chair Briefs, and analytics.

PMS assessment

Scheduling support

Message workflows

Recovery paths

Measurement

Evaluate it against the clinic baseline.

A serious rollout should be measured against current operational reality before and after activation.

Current volume and response time.

Open tasks, missed follow-ups, and unresolved patient actions.

Conversion, recovery, and patient continuity indicators.

Questions

What clinics usually ask.

What is Relaya and EXACT / SOE Workflows?

Relaya and EXACT / SOE Workflows is a integration workflow area within dental practice presence. Relaya is designed to coordinate it with calls, scheduling, messaging, payments, video, recovery, memory, and analytics where relevant to the clinic rollout.

How does Relaya approach EXACT dental patient communication workflows?

Relaya starts with the clinic's baseline, then configures workflows, escalation rules, communication paths, and measurement around how the clinic actually operates.

Does implementation depend on our PMS and workflow?

Yes. PMS environment, providers, channels, payment workflows, data handling, escalation rules, and rollout scope are confirmed during implementation.

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Resource

What Is a Practice Presence System?

What Is a Practice Presence System?: how organized dental clinics can coordinate practice presence system through Relaya’s Practice Presence.

Bring this workflow into your practice presence.

See how Relaya would coordinate this workflow with the rest of your patient operation.

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