Part 1 of 4
Tell us how your front desk operates.
Scale changes the pilot design, not the value of the assessment. A single-location practice, specialty group, and enterprise DSO can all use the same workflow-first framework.
About 2 minutes
Organization type
Where does the front desk feel the most pressure? Select all that apply
Choose an organization type before continuing. The remaining fields are useful, but optional.
Part 2 of 4
Assess the work, not the buzzword.
Select the workflows creating effort or patient friction. Then complete the operating inputs for each one. Automation type and risk are evaluated separately.
Select 3–8 workflows
Select at least one workflow and complete its required operating inputs before continuing.
Part 3 of 4
Can you pilot safely and prove value?
These controls determine whether a promising workflow is ready for a controlled pilot. A percentage never overrides a critical blocker.
Answer all 8 controls
Optional baseline measures
Enter what you already know. Your report will still recommend the right measures if you leave these blank.
Answer every readiness control so the result can distinguish a gap from an unanswered question.
Your decision report
Dental front desk automation profile
A workflow-first view of opportunity, pilot readiness, guardrails, and next actions.
