Appointments and confirmations
Identify appointments to confirm, prepare reminders and flag replies requiring staff action.
Dental practice · Patient follow-up · Morocco
Automate the administrative follow-up of your dental practice.
Hattab Process helps dental practices track appointments, patient callbacks, pending treatment proposals, documents and payments — without replacing clinical software or automating medical decisions.
Daily organisation
When follow-up still depends on the team’s memory.
The issue is not always the absence of software. It often appears between the diary, messages, patient files and actions the team must remember to resume.
- Patient callbacks kept in separate notes, messages or lists
- Unconfirmed appointments checked manually every day
- Missed appointments or future check-ups forgotten without structured follow-up
- Quotes and treatment proposals issued with no clear view of the next action
- Documents, payments and administrative tasks tracked across several tools
- Staff searching for information that is already available elsewhere
Useful automations
Fewer manual checks and more continuity in patient follow-up.
Each scenario is defined with the practitioner and the team. Sensitive communications can remain subject to approval before sending.
Patients to call back
Centralise callback requests, assign a date and owner, and track each request through completion.
Pending quotes and treatment proposals
See which proposals are awaiting a response and prepare respectful follow-up approved by the practice.
Documents and administration
Track documents, forms, payments and administrative tasks without multiplying scattered files.
Complement, not replace
A follow-up layer around your practice tools.
We first check what your current software already supports, then work only on the steps that remain manual or scattered.
Practice softwareDiaryWhatsAppEmailExcel & filesFormsPDF documentsTracking dashboard
Our method
Start with one clearly defined patient journey.
Observe
Understand the real administrative journey from a patient request through post-appointment follow-up.
Define
Choose statuses, reminder rules, owners and cases that require approval.
Connect
Link usable software, diary, files or channels within a controlled scope.
Test
Validate messages, timing, exceptions and stop rules with the practice team.
Deploy
Launch one process, support users and measure the results.
Frequently asked questions
Automate administration while preserving human relationships.
Assess your practice workflow →Must we replace our dental practice software?
No. Hattab Process first complements the software already in use and organises tasks still managed through Excel, WhatsApp, email or manual notes.
Can you automate WhatsApp appointment reminders?
Yes, when the technical environment and the practice’s rules allow it. Messages, timing, applicable consent and stop conditions are defined before sending.
Can we track patients who have not answered a quote?
Yes. The practice can centralise pending quotes or treatment proposals, set a next action and retain human approval before any follow-up.
Does automation replace the dental assistant?
No. It reduces repetitive searches, data entry and checks so the team can spend more time on reception, coordination and special cases.
How do you protect patient information?
The scope, access, necessary data and retention period must be agreed with the practice. We favour the minimum useful data and human approval for sensitive actions.
A controlled approach
Talk with us for 20 minutesStart with one clearly defined process.
We study your current operations before proposing a limited, measurable pilot.