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How It Works

Scan. Fill. Confirm. Recall.
On AutoPilot.

The Four Jobs
🔍
Proactive

Scan

Every morning, Filld scans the next 1–7 days for gaps in the schedule. If a slot looks thin, it starts outreach before anyone at the practice even noticed the problem.

Proactive gaps filled before staff arrive. No list to work through. No one to remind.

Reactive

Fill

The moment a cancellation hits your PMS, Filld fires. It scores every patient on your waitlist against the slot — procedure match, insurance, provider preference, distance — and texts the best fit first.

First patient to reply YES gets the slot. Booked directly into your PMS. Staff never touched it.

Proactive

Confirm

At 5pm the day before, Filld texts every patient scheduled for tomorrow. No response by 8am? The slot is released and immediately re-filled with a waitlisted patient.

No-shows handled before they happen. Front desk walks in to a confirmed, full day.

Proactive

Recall

Patients 6+ months overdue get an outreach sequence: a voice call from the AI agent, then an SMS follow-up. They can book directly from the text message.

Recall reactivation running in the background. No phone tag. No call list for staff to work.

Under the Hood

What happens the moment a cancellation hits

Here's the exact sequence from cancellation to a booked patient — no staff involved at any step.

1

Cancellation detected 0 sec

Filld reads your PMS in real time via Kolla. The moment an appointment is cancelled or marked no-show, the slot enters the fill queue.

2

SmartMatch scores your waitlist ~3 sec

Every patient on your fill list is ranked against the open slot: procedure match, insurance compatibility, provider preference, last contact date, and TCPA-compliant contact window.

3

Best-fit patient gets an SMS ~5 sec

"Bright Smile Dental has an appointment opening on Tuesday at 2:00pm. Reply YES to claim it or NO to pass. Reply STOP to opt out." No PHI in the message. If no reply in 10 minutes, Filld moves to the next match.

4

Patient replies YES varies

Slot is immediately locked — no other patient can claim it. A confirmation SMS goes out automatically. Other patients in queue receive a "slot filled" message.

5

Booked into PMS & logged ~2 sec

Appointment written directly into Dentrix, Open Dental, or Eaglesoft. Full communication log entry added to the patient's chart. Front desk notified by email if any follow-up is needed.

What is SmartMatch?

SmartMatch is Filld's patient-ranking algorithm. It doesn't just go down a list — it weights each patient against the specific slot being filled. A patient waiting for a cleaning won't get texted for an implant consult. Insurance mismatches are screened out before outreach begins. TCPA contact hours are enforced automatically. The right patient gets the message, not just the next one.

PMS Write-Back

Everything lives in your existing software.

Most scheduling tools live in their own dashboard. You have to check it separately, export reports, wonder if patients were actually contacted. Filld writes everything back into your PMS as native records — where your staff already works.

Monday morning, your team opens Dentrix and the entire weekend of AI activity is sitting right there. No second tab. No second login.

Appointment bookings
Communication logs
Staff follow-up tasks
AI call transcripts
Insurance verification
Open Dental — Chart Module
×
File Edit View Tools
Patient: Johnson, Sarah
DOB: 04/12/1985
Chart#: 00142
Progress Notes
Appointments
Account
Tx Plan
Date
Type
Mode
Note
03/23/26 11:44p
ApptRelated
Text
Appt confirmed Mon 2:00pm (Filld AI)
03/23/26 11:44p
ApptRelated
Text
Patient replied YES to slot offer
03/23/26 11:42p
ApptRelated
Text
Filld AI: slot offer sent via SMS
03/23/26 11:40p
ApptRelated
None
Cancellation detected — SmartMatch queued
4 records ● Filld AI active

Open Dental — Chart Module — Progress Notes (illustrative)

Voice AI

Calls that sound human.
Logged as records.

When SMS isn't enough, Filld calls. The AI voice agent handles inbound calls when your front desk is busy, and makes outbound calls for recall, treatment plan follow-up, and unconfirmed appointments.

  • Answers inbound calls 24/7, after-hours included
  • Handles FAQs, scheduling, directions, insurance questions
  • References specific procedures ("your crown prep from Dr. Martinez")
  • Full call transcript written to patient chart in PMS
  • Hands off to human staff when appropriate
Learn more about Voice AI →

Sample Outbound Call — Treatment Recall

FILLD AI "Hi, this is Aria calling from Bright Smile Dental. I'm reaching out because Dr. Martinez noted you had a crown prep scheduled that we'd like to get back on the books. Do you have a couple minutes?"
PATIENT "Sure, yeah I've been meaning to call. What do you have available?"
FILLD AI "We have Tuesday at 2pm or Thursday at 10am open with Dr. Martinez. Either of those work for you?"

Full transcript logged to patient chart automatically

Setup

Live in 15 minutes.

1

Connect your PMS

One-click sync via Kolla. Works with Dentrix, Open Dental, and Eaglesoft. Your schedule, patients, and treatment plans are available immediately.

~2 minutes
2

Configure your practice

One form. Your hours, services, providers, insurance, and outreach preferences. Filld uses these to score every patient match and stay within TCPA guidelines automatically.

~10 minutes
3

All four agents go live

Fill, Scan, Confirm, and Recall modes activate. Voice AI starts answering. PMS write-back begins. Nothing changes for your staff — they just show up to a fuller schedule.

Immediate

Works with

Dentrix
Dentrix
Open Dental
Open Dental
Eaglesoft
Eaglesoft
🔒
HIPAA BAA
Signed before trial

No IT team required. No API keys. No technical setup.

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No salesperson · No pressure · Tim answers his own email — tim@filld.io