Go High Level Setup
**Project Title:** Dental CRM & Automation System
**Client:** Smile Bright Dental Clinic
**Industry:** Healthcare / Dental
**Location:** Florida, USA
**Project Overview:** Autoesta collaborated with Smile Bright, a dental clinic in Florida managed by Dr. Collen Chambers, to create and implement a comprehensive CRM and automation system for efficiently handling new patient inquiries, medical records, and follow-up processes. Prior to partnering with Autoesta, Smile Bright collected leads from various sources including Google Search Ads, Google Local Service Ads, their Google Business Profile, website forms, and social media, but managed these leads manually. This resulted in delayed responses, missed follow-ups, and a heavy workload for front-desk staff, particularly outside regular business hours.
Autoesta developed a centralized GoHighLevel CRM specifically designed for dental practices. This system featured patient pipelines for new patients, emergency cases, cosmetic inquiries, and follow-ups/recalls. Lead intake was fully automated across all channels, ensuring that every inquiry was instantly entered into the CRM with appropriate tagging and prioritization. To enhance healthcare workflows, n8n automation was incorporated to synchronize insurance portal leads, process medical records, and ensure safe data management. AI-driven calling and a chatbot were introduced to address new patient inquiries quickly, even after hours. Additionally, automation for WhatsApp, SMS, and email was implemented for appointment confirmations, reminders, and follow-up messages for missed calls.
The project was successfully completed within 30 days, leading to significantly improved response times, increased consistency in appointment bookings, and more efficient internal operations. Smile Bright now benefits from a fully automated, scalable dental CRM system that enhances patient experience, ensures compliance in workflows, and promotes long-term growth.