Bagheera AI Dental Operations · Florida
Product · Treatment Chaser

The platform that chases unscheduled treatment.

A focused, single-purpose B2B SaaS for dental practices. Connects to your practice management system, identifies open treatment plans, and follows up with patients by SMS — with full HIPAA, TCPA, and CTIA compliance built in.

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What it does.

Connects to PMS Finds open plans Texts patients Books appts

A patient leaves the dental office with a recommended treatment plan — a crown, a deep cleaning, a few fillings — and doesn’t schedule it. Weeks go by. The front desk is too busy to chase every one of them by hand. The revenue, and the care, slip away.

The Treatment Chaser solves exactly this. Once per day, our platform:

  1. Reads the practice’s active patients and open treatment plans from their existing PMS (Dentrix, Eaglesoft, or Open Dental).
  2. Filters for patients who left with a real, priced, unaccepted treatment plan and who have not been contacted in the last 14 days.
  3. Sends a personalized SMS message on behalf of the practice, referencing the patient by first name and the practice by name — nothing more.
  4. Listens for the patient’s reply. If they say YES, the front desk is notified. If they say STOP, they are permanently opted out.
  5. Logs every message, every reply, every opt-out — an immutable audit trail for the practice.

Sample message

From: Plymouth Dentistry
Hi Sarah, this is Plymouth Dentistry. We noticed you have a treatment plan we discussed at your last visit. Would you like to schedule? Reply YES to have us call, or STOP to opt out.

Every message identifies the practice by name. No PHI (procedure codes, costs, conditions) is ever sent over SMS. STOP and HELP keywords are honored on every send.

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How the chase loop works.

Daily cron 07:00 local 9am–6pm send 50/hr cap

The loop runs once per day, on a schedule set per practice. Each step is designed to be safe, auditable, and reversible.

Sync from the practice management system.

Through a secure integration partner, the platform pulls the day’s active patients, open treatment plans, and recent appointment history from the practice’s PMS. The data lives encrypted at rest, scoped to that single practice.

Identify chase candidates.

Active patients with a valid mobile number, who have provided written SMS consent at intake, whose treatment plan is open and unaccepted, and who have not received a message in the prior 14 days.

Render a personalized message.

One of a small set of pre-approved templates is selected by treatment type. The patient’s first name, the practice name, and the practice callback phone are substituted in. Every message includes STOP and HELP instructions.

Send through a registered A2P 10DLC sender.

Messages are dispatched only between 9 AM and 6 PM in the practice’s local timezone, rate-limited to 50 messages per hour per practice. Each send is logged with a provider message ID for delivery tracking.

Parse the patient’s reply.

YES / SCHEDULE / CALL ME → the conversation is marked “interested” and the front desk is notified. STOP / UNSUBSCRIBE / CANCEL → the patient is added to the practice’s permanent opt-out list and never contacted again.

Front desk books the appointment.

A human staff member at the practice receives the notification and contacts the patient to confirm a time. The appointment is written back to the practice management system. The loop closes.

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Non-negotiable rules.

Every send Every patient Every practice Always

The HIPAA, TCPA, and CTIA messaging rules below are not aspirational. They are conditions our platform continuously satisfies and that we audit on every deploy.

  • Affirmative written consent. Every patient who receives a message has signed the practice’s intake form opting in to SMS communications. The checkbox is unchecked by default, and the consent language is published on our SMS Program page.
  • BAAs signed before data flows. A signed Business Associate Agreement is in place with every dental practice customer before any patient data transits our platform.
  • No PHI over SMS. Outbound messages reference the patient’s first name and the practice name only. Procedure details, costs, and clinical information stay in the practice’s PMS.
  • Time-of-day gating. Sending is restricted to 9 AM – 6 PM in the patient’s local timezone, per TCPA and CTIA messaging guidelines.
  • STOP and HELP, always. Every patient can unsubscribe by replying STOP to any message. Opt-outs are permanent, immutable, and honored within seconds.
  • Encryption everywhere. All data is encrypted at rest and in transit. Database connections require TLS. No plaintext, no exceptions.
  • No data sharing. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes at any time.

Want to see the Treatment Chaser running on your practice’s data?

hello@bagheera-ai.com (734) 474-9277 Contact page →