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SoliumOSWorkflows

Workflows

Complex clinic processes, orchestrated step by step.

Turn scattered front-desk routines into structured, repeatable workflows that prepare the work in advance.

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Today's workflowsBarak Dental · demo
  • Closing an open treatment plan3 messages prepared
  • Filling a last-minute cancellation1 slot refilled
  • Preparing an insurance claim and closing the chargeAwaiting approval
  • Post-operative protocol & clinical escalation2 follow-ups sent

Work that fits the clinic.

Every clinic handles quotes, insurance paperwork and scheduling its own way.

You set the order

Workflows run consistently, in your clinic's own order of steps.

Prepared in advance

The system prepares the work, and your team only reviews and approves.

On top of your software

The workflows run on top of the software you already have, without replacing it.

WORKFLOW BUILDERBarak Dental · demo

After an implant consultation

When: a consultation ends with no plan booked

  1. Read the doctor's notes and the quote
  2. Wait 3 days
  3. Draft a personal message
  4. Front desk approves✓
+ Add a stepSaved to the clinic

The clinic's workflows.

  1. 1Identify a plan presented to the patient
  2. 2Check the doctor's instructions
  3. 3Cross-check open slots in the calendar
  4. 4Prepare a personal message for the front desk to approve

Awaiting approval

Closing an open treatment plan

  1. 1Detect the cancellation
  2. 2Find waiting-list or check-up patients who fit the slot's length
  3. 3Prepare booking messages for approval

Awaiting approval

Filling a last-minute cancellation

  1. 1Gather the treatment details and the relevant X-rays
  2. 2Fill in the claim form's fields
  3. 3Check the match against billing
  4. 4Submit for final approval

Awaiting approval

Preparing an insurance claim and closing the charge

  1. 1Identify completed surgical procedure in clinical notes
  2. 2Prepare timed post-op follow-up and care instructions
  3. 3Flag any reported patient symptom for immediate doctor review

Awaiting approval

Post-operative protocol & clinical escalation

One run, from the chair to the payment.

A crown on tooth 16. SoliumOS prepares the work, verification holds what doesn't match, and two people approve.

Workflow · Insurance claim, chair to paymentRunningBarak Dental · demo
  1. 14:10

    Chairside notes

    The doctor signed the visit note: a crown on tooth 16, after root-canal treatment.
  2. 14:11

    Imaging

    Found today's periapical X-ray and attached it to the claim.
  3. 14:11

    Claims

    Filled the insurer's form from the visit note: procedure, tooth, date and amount.
  4. 14:12

    Verification

    Held. The form says tooth 16; the X-ray file is tagged 17. Nothing leaves until a person decides.
  5. 14:20

    Dr. Barak

    16 is right. The X-ray was tagged wrong.
    Approved in one tap
  6. 14:20

    Verification

    Every field on the form now matches its source.
  7. 14:31

    Front desk

    Reviewed the form and sent it to the insurer.
    Approved in one tap
  8. 9 days later

    Payments

    ₪1,450 arrived from the insurer and was matched to this charge. The claim is closed.
Insurance claimDraft
Procedure
from the visit note
Tooth
from the visit note · checked against the X-ray
Date of treatment
from the visit note
Amount claimed
from the charge
Attachments
Visit noteX-ray · tagged 17
₪1,450Received from the insurer · matched to the charge
Eight steps · two approvals · nothing left unchecked

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