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Onboarding Roadmap: From Signup to Success!

Listen (about 2 minutes) or read below.

Here's exactly what happens once you sign up. You'll get a welcome email with a short onboarding form and a link to book your kickoff call.

The form covers your business basics: your business name, website, service areas, hours, services, goals, and who on your team should get alerts. Phone carriers also require your legal business name and EIN to approve business texting, and you'll enter those in the same secure, encrypted form. Please never send your EIN, bank details or passwords by email or text.

To receive payments from your customers, you'll enter your bank details yourself on Stripe's secure page. Our team never sees your full account numbers. You'll also invite us as a manager on your Google Business Profile, website and social accounts. That's safer than sharing passwords, and you can remove our access anytime.

Tiers 1 and 2 take two days. Day 1: your kickoff call, plus account, phone and CRM setup. Day 2: automations, booking and review requests, then your walkthrough and go-live.

Tiers 3 and 4 take three days. Day 1: kickoff and account setup. Day 2: automations, AI and integrations. Day 3: full testing, your walkthrough, and go-live.

From you, we just need replies within one business day, and you on the kickoff and go-live calls.

If you started with the FREE trial, nothing is charged today. When your 14-day trial ends, your one-time setup fee and your first month are charged together. If you cancel before then, you pay nothing at all. And if you chose an annual plan, your full year was charged at signup, with two months FREE and no setup fee.

Questions? Call 1-800-455-5691 or email support@viperconsulting.ai. We're glad you're here.

FREE audit, $0 today, no contract, cancel anytime · See plans
Viper Consulting shield logo Viper Consulting™ 1-800-455-5691

Viper Consulting™ for Dental & Orthodontic Practices

A full hygiene schedule and fewer empty chairs

Viper Consulting™ builds and runs the system that sends 6-month recall reminders, recovers no-shows, follows up on treatment plans and welcomes every new patient, with patient privacy built in.

FREE audit, $0 today, no contract, cancel anytime

What we set up for your dental practice

Built for general, family, pediatric and cosmetic dentists and orthodontists. Done for you, so there's no new software to learn.

6-month recall reminders

Patients are reminded by text and email when their next cleaning is due, with a link to book.

No-show and cancellation recovery

A missed or canceled appointment triggers a friendly text and email to reschedule.

New patient welcome and forms

New patients get your forms link and what to bring before their first visit, plus a reminder if forms are still open.

Treatment-plan follow-up

Patients who haven't scheduled recommended treatment get a friendly check-in about questions, insurance and payment options.

Orthodontic consult nurture

Ortho leads learn what to expect at the consultation and how payment plans work, with a link to book.

Year-end benefits campaign

Remind patients to use their insurance benefits before they reset, with a follow-up a few days later.

Patient privacy first. Our team is HIPAA-trained. Reminders and follow-ups stay generic, with no diagnosis or treatment details by text or email. How we protect patient privacy

Your automated workflows

Here is exactly what runs in the background for your dental practice, every day, without anyone lifting a finger. Our team builds, tests and launches every workflow for you, then tailors the wording, timing and offers to your business.

  1. 1

    Missed-Call Text Back Every plan

    Starts when: A call goes unanswered

    Texts the caller back within seconds with a link to book, so new patients don't call the next office.

  2. 2

    New Patient Welcome & Forms Every plan

    Starts when: A new patient books

    Opens the patient in your pipeline, emails your new-patient forms link and what to bring (ID, insurance card, medication list), sends a welcome text and a forms reminder the next day.

  3. 3

    Appointment Confirmation & Reminders Every plan

    Starts when: Any appointment is booked

    Confirms the visit and sends reminders before it.

  4. 4

    No-Show & Cancellation Recovery Tier 2+

    Starts when: A patient misses or cancels

    Sends a friendly reschedule text 30 minutes later and an email 2 days later, and stops as soon as they book.

  5. 5

    Treatment-Plan Follow-Up Tier 2+

    Starts when: A treatment plan is presented

    Two days later, sends a friendly check-in text and email offering help with questions, insurance and payment options.

  6. 6

    6-Month Recall Reminder Tier 2+

    Starts when: Treatment is completed

    About 5 months later, reminds the patient it's time for their next cleaning by text, then by email, and stops as soon as they book.

  7. 7

    Orthodontic Consult Nurture Tier 2+

    Starts when: An orthodontic lead comes in

    Explains your orthodontic consultation and payment plans by text and email, with a link to book.

  8. 8

    Year-End Benefits & Seasonal Campaign Tier 2+

    Starts when: You start the campaign (for example in October)

    Reminds patients to use their insurance benefits before they reset, with a follow-up text a few days later.

  9. 9

    Referral Thank-You Tier 2+

    Starts when: A patient refers a friend

    Sends a personal thank-you text and creates a task for your team to mail a handwritten card (no gifts or rewards for referrals).

  10. 10

    Review Request Every plan

    Starts when: Treatment is completed

    The next day, invites the patient to share their experience. Messages never mention treatment details.

Workflows marked “Every plan” are included from Tier 1. Workflows marked “Tier 2+” are included from Tier 2 (Growth & Automation) and up. Texting starts once the phone carriers approve your business texting registration.

How it works

Get your FREE audit

We review how your business handles calls, leads, follow-up and reviews today, and recommend the right plan.

We build and launch it for you

Our team sets up your CRM, phone and texting, booking, workflows and reviews. Tiers 1 and 2 go live in 2 days, Tiers 3 and 4 in 3 days.

You get more patients

The system replies, reminds, follows up and asks for reviews on its own, and every conversation lands in one simple inbox.

The plan we recommend

Tier 2: Growth & Automation · $597/month

Dental practices live on the recall schedule. Tier 2 adds the advanced workflows behind 6-month recall reminders, treatment-plan follow-up, orthodontic consult nurture and year-end insurance-benefits campaigns, plus AI replies to reviews. Choose Tier 3 for 24/7 AI booking and Voice AI, several providers whose results you want to compare, or more than one office.

Also consider: Tier 3: Scale & AI Enterprise ($997/month). Every plan starts with a 14-day FREE trial, and annual plans save you two months.

See Tier 2 and start FREE Compare plans

Frequently asked questions

Can it keep our hygiene schedule full with 6-month recalls?

Yes. After each cleaning, the system reminds each patient by text and email when their next cleaning is due, with a link to book, and stops as soon as they book.

How does it cut no-shows and last-minute cancellations?

Patients get automatic confirmations and reminders before every appointment on every plan. If someone misses or cancels, they get a friendly text to reschedule, then an email, so the chair gets filled again.

Can new patients fill out their forms before the first visit?

Yes. When a new patient books, they get a welcome email with your new-patient forms link and what to bring (ID, insurance card and medication list), a welcome text, and a reminder text if the forms are still open.

Can it follow up on treatment plans patients haven't scheduled?

Yes. When a treatment plan is presented, the patient gets a friendly check-in text and email a couple of days later, with an easy way to ask about insurance, payment options or scheduling.

We offer orthodontics. Can it nurture consultation leads?

Yes. Orthodontic leads get a text and email that explain your consultation, payment plans and what to expect, with a link to book.

Can it remind patients to use their insurance benefits before year-end?

Yes. Our year-end benefits campaign reminds patients in the fall to use their benefits before they reset, with a follow-up text a few days later. The same workflow runs seasonal offers such as whitening.

Do you offer referral rewards?

No. Healthcare referral rules are strict, so our dental build never rewards referrals. Instead, the referring patient gets a personal thank-you text from your office.

Which plan do most dental practices choose?

Tier 2 (Growth & Automation) for recall, reactivation and year-end campaigns. Choose Tier 3 for 24/7 AI booking and Voice AI, several providers, or more than one location.

How do you protect patient privacy?

Our team is HIPAA-trained. We set up your system so patient privacy comes first: appointment reminders and follow-ups stay generic (date, time and location only), no diagnosis or treatment details go out by text or email, and every user signs in with two-factor login. Clinical records stay in your existing patient-records system.

How long does setup take?

Onboarding takes 2 days on Tiers 1 and 2, and 3 days on Tiers 3 and 4, from signup to go-live. Our team builds, tests and launches everything for you.

What does it cost?

Plans start at $297 a month, with a FREE audit, $0 today, no contract, cancel anytime. Every plan starts with a 14-day FREE trial, and annual plans save you two months (up to $3,194 a year). See all plans on our pricing page.

What happens when the FREE trial ends?

When your 14-day trial ends, your one-time setup fee (equal to one month of your plan) and your first month are charged together. After that your plan simply renews monthly. There's no contract, so you can cancel anytime, and if you cancel before the trial ends you pay nothing. Annual plans have no setup fee.

Ready to see it for your dental practice?

Get a FREE audit of your calls, leads and reviews, or start your 14-day FREE trial today. $0 today, no contract, cancel anytime. Questions? Call 1-800-455-5691.

Start my FREE trial Get my FREE audit