AI automation for
healthcare practices
Wanzo automates patient admin, insurance paperwork, recalls and reception queries, then manages the IT and connectivity your clinic runs on every day.
Private healthcare and dental practices still run on systems such as Dentally, EXACT, SOE or Meddbase. New patient enquiries arrive by website form, email and walk-in. Reception staff copy details into the patient record, chase incomplete medical histories, verify insurance membership and confirm the first appointment.
Admin work continues between appointments. Teams send six-month recall reminders, follow up on accepted treatment plans, chase lab work, prepare referral letters and answer repeated questions about fees, parking and document requirements. Mixed NHS and private dental practices add FP17 claims and performer-number checks to the week. Wanzo automates the handling around that work while clinical decisions stay with your practitioners.
Where the time goes
New patient registration
Enquiry details are copied from web forms, emails and phone notes into the patient management system. Staff chase missing medical histories, proof of address and insurance membership before the first appointment can be confirmed.
Insurance pre-authorisation admin
Private patients with Bupa, AXA, Aviva or WPA cover need membership checks and treatment pre-authorisation. Admin teams complete insurer forms, attach clinical notes and chase approvals before treatment can proceed.
Recalls and follow-ups
Reception sends six-month dental recall letters, hygiene reminders and follow-ups on accepted treatment plans that haven't been booked. Each cycle involves checking the patient record, drafting messages and logging outcomes manually.
Lab and referral chasing
Clinicians raise lab work orders, referral letters and imaging requests during the day. Admin tracks return dates, chases overdue items and files results against the correct patient record when they arrive.
What we’d build
Automated patient intake
We build secure intake workflows that collect registration details, medical history and insurance information. Completed forms can populate patient records in Dentally, EXACT or your existing practice system for reception review.
Insurance workflow routing
Automated workflows check insurer requirements, prepare pre-authorisation submissions and track approval status. Exceptions route to the appropriate coordinator when a code, limit or clinical note needs manual review.
Recall reminder automation
We configure scheduled recall and treatment-plan follow-ups by patient type and recall interval. Messages go by email or SMS where appropriate, with responses logged against the patient record.
Clinic helpdesk agent
An AI helpdesk answers routine questions about appointments, fees, parking and document requirements using approved practice information. Clinical, complaint and urgent matters route to reception or the duty clinician.
Clinic IT that stays reliable
Practices depend on patient management software, imaging systems, Microsoft 365 and secure remote access throughout the day. A connection drop or slow workstation affects every appointment. Wanzo can manage the IT and business connectivity underneath your automation, with cybersecurity, 24/7 monitoring and a four-hour response commitment. Services include a 99.9% uptime SLA.
Questions people ask
How can AI help a dental or private healthcare practice?
AI can reduce repeated admin around patient registration, insurance paperwork, recalls and reception queries. A practical starting point is one defined process with clear inputs, approval stages and an owner in the practice. Wanzo maps how the work runs today, builds the automation around your existing systems and keeps clinical review where it's required. The service continues on a monthly retainer, so we'll monitor and refine the workflow after launch.
Can AI integrate with Dentally, EXACT or SOE?
Often, yes, but it depends on the product, your subscription and the access it provides. Dentally, EXACT and SOE each offer different APIs, exports and integration options. Wanzo checks what's available before designing anything. We won't force a connection that could create unreliable patient records. The automation may populate fields directly or coordinate intake, document collection and task updates while your practice system remains the source of truth.
Is AI safe for patient data in a healthcare practice?
Safety depends on how the automation is designed, which systems can access patient data and what controls surround each action. We define permissions, approval points and escalation rules before deployment. Wanzo also manages cybersecurity alongside AI, supported by technology from Microsoft, Azure and Fortinet. We'll agree which data is involved, where it moves and which tasks require human review. No automation should receive broader access than the process needs.
How much does AI automation cost for a healthcare practice?
AI Starter begins at £495 a month for a focused workflow such as patient intake or recall reminders. AI + Managed IT starts at £1,250 a month and combines automation with management of the technology underneath it; this is Wanzo's most popular plan. AI Transformation starts at £2,950 a month for broader operational change. The final scope depends on the number of workflows, systems and users, which Wanzo confirms during scoping.
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