Resource Library

Practice Presence Tools

Practice Presence Scorecard

A structured self-assessment for how present a dental clinic is across calls, booking, messages, payments, video, forms, reviews, recovery, memory, Chair Briefs, and analytics.

Best used for

Where this helps inside the clinic.

Clinic baseline review

Quarterly operations review

Relaya evaluation

Team planning

Resource structure

What the resource should help your team capture.

Clinic Profile

Capture the operating baseline before scoring.

Practice name
Location and country
Number of chairs
Number of providers
Current PMS
Monthly new-patient volume
Main patient communication channels
Primary operational bottleneck

Reachability

Score how reliably the clinic answers, captures, and follows up patient demand.

Call answer rate
After-hours handling
Voicemail review speed
Missed call recovery process
Call summary quality
Escalation rules
Front-desk overload level

Patient Movement

Score whether patients can move forward without staff chasing every step manually.

Online booking clarity
Confirmation workflow
Cancellation recovery
Waitlist activation
Payment link workflow
Forms before visit
Review request timing

Clinical Preparation

Score whether clinicians walk in with the context they need.

Patient concerns captured
Preferences captured
Unfinished treatment visibility
Payment context visible
Recent communication visible
Chair Brief available

Score and Next Action

Turn the score into a practical action plan.

Lowest scoring domain
Highest-value workflow to fix first
Owner
Timeline
Expected operational result
Review date

The Practice Presence for Dental Clinics

Want the finished version for your clinic?

Request this resource and include what your clinic needs it to solve. We use that context to tailor finished packs around real operational problems.

Request this resource