Resource Library

Practice Presence Tools

Dental Practice Presence Maturity Model

A category-defining framework that shows how clinics move from reactive front-office work to coordinated practice presence.

Best used for

Where this helps inside the clinic.

Board discussion

Operations transformation

Technology planning

Relaya category education

Resource structure

What the resource should help your team capture.

Level 1 - Reactive

The clinic responds when patients initiate contact, but follow-up depends heavily on people remembering.

Common signals
Operational risks
What to standardize first
Measurement needed

Level 2 - Organized

Core workflows are documented and tracked, but many systems still operate separately.

Documented workflows
Communication visibility
Scheduling controls
Basic KPI review

Level 3 - Coordinated

Calls, booking, messages, forms, payments, reviews, and recovery are connected through shared operational context.

Shared patient timeline
Recovery workflows
Escalation rules
Manager visibility

Level 4 - Prepared

Patient context reaches the clinical team before the appointment.

Chair Briefs
Patient memory
Treatment context
Payment and concern context

Level 5 - Presence

The clinic has a consistent presence across the full patient journey.

System-wide visibility
Measured recovery
Continuous optimization
Workflow governance

The Practice Presence for Dental Clinics

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