
ABOUT THE CLIENT
Dentify focuses on streamlining, modernizing, and scaling dental practice management. Their overall goal in the industry is to reduce operational overhead and increase clinical efficiency by providing doctors with advanced tools for patient management, treatment planning, and AI-driven clinical intelligence.
OVERVIEW
The project addressed high friction in doctor onboarding and manual, repetitive clinical workflows. By integrating AI-powered transcription and a Retrieval-Augmented Generation (RAG) system, we delivered a solution that automates treatment plans and clinical notes. This resulted in a significant reduction in documentation time and improved patient engagement through modernized digital experiences.
Improvement in the doctor's efficiency for treatment planning
Reduction in onboarding completion time

BUSINESS
REQUIREMENT
The client sought to streamline and modernize the Dentify platform by reducing friction in onboarding, improving clinical workflows, and introducing AI-assisted capabilities to enhance both patient and doctor experiences.
Key Requirements
1. The business goals included:
2. Simplifying sign-up and onboarding for doctors to increase adoption.
3. Introducing AI-driven tools for transcription, doctor notes, and treatment plan generation.
4. Revamping patient menus, treatment plans, and photo management for better clinical efficiency.
5. Enabling secure, web-based patient access to treatment plans and strengthening communication through SMS and email campaigns.
SOLUTION
To deliver a more cohesive platform, we implemented an end-to-end RAG system that utilizes Speechmatics and GPT-4o-mini to transform raw voice notes into structured, high-accuracy treatment plans and clinical notes. This intelligence was supported by a comprehensive UX modernization, where we redesigned the onboarding process, patient management modules, and sharing workflows to eliminate redundancy and improve overall usability.
Underpinning these enhancements was a significant platform optimization, which involved cleaning up legacy features and third-party dependencies while migrating to a centralized Strapi CMS for more efficient and scalable data management.
CHALLENGES IN EXECUTION & SOLUTIONS
The application underwent a significant revamp, making certain workflows time-consuming to interpret initially. Through continuous collaboration and regular discussions, we helped clarify flows and resolve ambiguities effectively.
When occasional misalignment occurred between client-provided mockups and functional requirements, each scenario was carefully evaluated. We made UI adjustments to balance usability, functional correctness, and design intent—resulting in an improved overall user experience.
To address doctors facing repetitive and manual workflows for procedures and pricing, we integrated an AI-driven follow-up questioning mechanism and automated procedure mapping to reduce clinician fatigue and manual input.
Complex Legacy Workflows
1
Design and Functional Misalignment
2
Manual Treatment Planning
3
OUR APPROACH
What was the approach we followed to ensure we delivered the solution we proposed? There needs to be a clear definition of milestones and timelines. These areas should show our technical expertise.
1. Discovery & Alignment
2. UX & Workflow Simplification
3. Automation & Intelligence
4. Feature Revamp & Enhancements
5. Platform Cleanup & Optimization
Discovery & Alignment
We focused on validating assumptions where designs or flows were missing and finalized the AI interaction models (such as chatbot-style conversations). We also confirmed the infrastructure and deployment implications for patient-facing portals.

UX & Workflow Simplification
In this step, we removed redundant screens and fields from legacy flows. We redesigned the onboarding process and patient menus while introducing guided tutorials to ensure a smooth transition for new users.

Automation & Intelligence
We built an AI proof of concept to validate the feasibility of generating treatment plans from voice. This involved integrating STT for transcription and a RAG system using LangChain and pgvector to generate contextually relevant clinical data.

Feature Revamp & Enhancements
We overhauled the treatment plan sharing mechanism for both doctors and patients. This included enabling controlled access via secure web-based authentication and revamping photo handling and reporting modules.

Platform Cleanup & Optimization
We removed deprecated modules such as unused insurance and notification systems. The backend was optimized using FastAPI and background queues for notifications, ensuring the system remained performant after the rebranding and app rename.

PROJECT
RESULTS
We delivered a modernized, scalable platform that significantly reduces operational overhead. The final delivery empowered Dentify with an intelligent clinical suite, leading to higher adoption of digital tools and clearer communication between doctors and patients.
Improvement in the doctor's efficiency for treatment planning
Reduction in onboarding completion time
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