We are excited to share that Hatch now integrates with the family of patient management systems (PMS) under the Velox Data Co. umbrella. This partnership grants dental practices access to Hatch’s AI-powered communication platform as a way to scale 1:1 conversations that both enhance the patient experience and drive revenue for the practice. Read on to learn more.
With the Velox partnership, Hatch can now integrate with the following PMS’s:
The purpose of Hatch’s integration with your lead sources and PMS is to enable perfectly timed, perfectly tailored outreach to every patient at every key touchpoint in their journey with your practice—for any patient but especially those for high-consideration procedures like root canals and implants.
Manually, this level of outreach (and follow-up) is impossible—and even if it were possible, simultaneously managing the ensuing conversations would not be. This is what Hatch is designed for. It enables your practice to deploy context-aware, emotionally intelligent AI coordinators that will generate and manage these conversations at scale.
They take on the burden of the basic interactions with patients so your humans can be freed up for the conversations that require their skills and talents. And with it all in one customizable, multi-folder inbox, neither patient nor opportunity falls through the cracks.
Let’s take a look at what this integration achieves.
When Hatch is integrated with your CRM, you can build active workflows that trigger specific communication to patients based on specific behaviors. For example, your AI coordinator will send a specific message to patients quoted for X procedure, X days after they are dispositioned a certain way.
This way, you’re not manually building lists or having to regularly stay on top of them. Your AI coordinators can reach out for specific triggers across the patient lifecycle, including:
Note that in addition to your PMS, Hatch AI coordinators also integrate with your lead sources (such as your website forms, ads, and other lead aggregators) so they can instantly answer new inquiries.
Even if you did have a super human in your practice who could reach out to every single patient for every single touchpoint, the chances of them connecting with that patient the first go-around are slim. It can take anywhere from 5-12 touches to connect. This is why your AI coordinators employ multiple channels, over multiple days, to maximize response rates. This includes text, email, ringless voicemail, and live call. (Currently the live call is manual, with AI coming soon.)
PMSs sometimes come with some communication capabilities, but they are never this robust, as this is not what they’re built for.
Your AI coordinators don’t just reach out to patients with the right message at the right time. As soon as a patient responds, the AI can engage with that patient to qualify them, answer questions, and then transfer them to a human when needed. Unlike many AI agents that will use the most popular information available to produce a response, Hatch AI gets trained with your specific practice information, your scripts, and your SOPs so they remain accurate and outcome-focused.
They also are available around the clock, staying attentive, patient, and compassionate with patients no matter how many conversations they’re conducting at once.
Finally, the native integration is key because it eliminates complex setups (using Zapier), which break easily, do not scale, and run the risk of sending the wrong message to the wrong patient. In addition, it allows for a bidirectional sync between Hatch and your PMS, so that your PMS can remain the single source of truth for your practice.
Businesses that use Hatch successfully can achieve:
All of this allows you to scale your lead and treatment volume without having to hire more administrative staff. Most importantly, it creates a better experience for both your patients and existing staff.
Practices are leaving millions of dollars on the table every year in unscheduled treatment plans, one-time patients, and missed opportunities—all rooted in limited front desk bandwidth.
By integrating Hatch with the PMSs under the VeloX name, dentists can now leverage the comprehensive data on their patients to cater to their needs, delivering a better patient experience while also driving revenue.
Have questions or want to learn more? Existing customers, reach out to your Account Manager here. Prospective customers, schedule a demo with us here.