Welcome.

Pre-built sequences for common situations. Every campaign stops automatically the moment the patient replies — you’ll get a task to answer them personally.

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Select a case

Pick a case on the left to see its conversation.

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$50 Deposit Link

Text or email a patient the $50 refundable consult deposit through GHL — or copy it to send yourself.

💳 Send the deposit link

First name Last name (optional) Cell phone Email (optional)

Sends from GHL and tags the contact Sent $50 Deposit. New people are added to GHL tagged NOT IW. After the visit, refund it in GHL → Payments → Transactions.

Staff Performance

How the team handled patient calls — what went well, what was missed, and what to coach at the next huddle. Read from the office calls in the portal.

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Office Phone Calls

Calls that involve you: your own calls, clinical questions, urgent issues and complaints, plus calls that mention the doctor.

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Request Google Review

Ask happy patients for a Google review. Pick someone who was just in, or type anyone.

📅 Recommended — seen in the last 14 days (Weave)

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⭐ Ask for a Google review

Anyone — a lead or an office patient. Sends a text if they agreed to texts, otherwise an email.

First name Last name Cell phone Email Visit

Patient agreed to receive texts from us

Facebook Group Link

Invite patients to Full-Arch Life | Implanted Wisdom — the private group where they can ask Dr. Pulver questions and talk with other patients.

📅 Recommended — seen in the last 14 days (Weave)

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👥 Send the group link

First name Last name (optional) Cell phone Email

Patient agreed to receive texts from us

Sends from GHL and tags the contact Sent Facebook Group. New people are added to GHL tagged NOT IW. Text only goes out if the patient agreed to texts.

Team Training Progress

Who on the team is practicing, and how it’s going — TC card course, phone simulator and TC Program (Amalfi Nexus).

Team progress · Amalfi Nexus training

Emily, Kelly, Loretta & Skylar

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Summaries only. Call recordings, written answers and tutor chats stay inside the TC Program’s own dashboard (open it above).

IW full-arch training modules

Scores on the 15 IW modules and knowledge checks.

No-Show Follow-Up

Patient missed their consult? Start the GHL no-show follow-up — the texts and emails go out automatically.

📅 Start no-show follow-up

First name Cell phone

Adds the patient to the No show workflow in GHL (its texts and emails). New numbers are added to GHL tagged NOT IW.

Send directions

Type the patient’s cell number and GHL texts them how to find the office.

📍 Send directions

Cell phone First name (optional)

Starts the Send directions automation in GHL for this number. Works for any patient — new numbers are added to GHL tagged NOT IW.

💬 What the patient gets

The approved directions text. GHL sends it from the Send directions workflow — if someone edits the text in GHL, update it here too.

📄 Directions sheet (PDF)

View PDF Download

One page with photos of the daycare sign, the 2625–2635 sign and the glass door. Hand it out at the consult or attach it to an email.

SunMonTueWedThuFriSat

AppointmentTask dueCases / surgeries:Red — missing submissions, no design, or on holdOrange — within 7 days, review/approval pendingGreen — complete & design approvedGrey — in progress

Select a day

Appointment list →

Click a day to see what's scheduled.

Calls

Every Weave call, summarized by AI — who it was about, what needs doing, and what needs you. Urgent first.

Today

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Good morning.

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Your next 3 tasks

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View all my tasks →

Next appointments

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View schedule →

Tomorrow’s preparation

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Waiting on someone else

Nothing waiting.

📞Calls today Open Calls →

From Dr. Pulver

Action items from his calls — check and add to tasks

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Tasks

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The PSP™ Workup · How it flows

1

Imaging

CBCT · IOS scans

→

2

Photo series

7 standard views

→

3

Measurements

Esthetic + functional

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4

Submit

One click, encrypted

→

5

IW review

Dr. Pulver + team

→

6

Consultation

Plan · discussion

Step 1 · Patient & Imaging

Patient name *

Surgery date

Arch *

Requested service

CBCT — cone beam CT (.dcm / .zip)

Intraoral scans — IOS (.stl) — add one at a time or several at once

Edentulous patient — dual arch / single denture scan (.dcm / .zip)

360 denture scan (.stl)

Step 2 · Photo Series

✦ Smart Drop — add ALL photos at once AI sorts them into the views below and drafts your measurements

Or place photos manually — drop each into its box.

Step 3 · Esthetic & Functional Measurements

Tooth & gingiva display

Tooth show at rest (mm)

Tooth show at maximum smile (mm)

Gingiva show at full smile (mm)

Midlines & CANT

Maxillary midline vs facial midline

Move by (mm)

Mandibular midline on with maxillary?

If no — move to patient's L (mm)

Move to patient's R (mm)

Mandibular dentition CANT?

Gingival progression & bite

Gingival progression — right symmetrical?

Left symmetrical?

Overjet (mm)

Overbite (mm)

Lip support & incisal position

Upper lip support

Horizontal position of incisal edge

Move by (mm)

Vertical dimension

Open/close by (mm)

Buccal corridor

Left

Left change (mm)

Right

Right change (mm)

Hard & soft tissue

Specific areas of vertical bone loss

Specific areas of soft tissue loss

Occlusion & tooth shape

Level plane of occlusion?

Curve of Spee excessive?

Stable flat-plane opposing dentition

Tooth shape

Step 4 · Notes & Submit

Notes for review

Review Queue

Patient	Arch	Surgery	Status
Sign in to load your cases.

Modules

Curriculum

PSP™ Case Planning Fundamentals

Complete

Photogrammetry & 3D Workflow

Printing, Staining & Glazing

Consult Conversion & Closing Methodology

Cadaver Course — Phoenix

Scheduled · Sep 12–13

Scheduled

Live Treatment — Mexico

Add-on · unlocks after core training

Locked

Playbooks

The First 60 Seconds ＋

The first 60 seconds set the consult. Greet by name, acknowledge they've thought about this for years, and give permission to act — not urgency. Significance, certainty, connection.

Inbound Call Script ＋

Open warm, qualify gently (timeline, prior experience), book the consult before discussing price. Never quote full-arch pricing on the first call — book the room.

Price & Financing Objections ＋

Price objections usually mask fear, not budget. Reframe to monthly via Proceed / Cherry / CareCredit / in-house, and return to the outcome. Walk the application with them.

Closing Methodology ＋

Full-arch closes days later, not in-chair. Send the leave-behind, the dated next step, and the surgeon follow-up. Tag price-concern cases into the financing nurture.

Targets

Coordinator Scorecard

Lead → Booked (target 25%)26%

Booked → Consulted (target 50%)67%

Consulted → Closed (target 25%)38%

Full-Arch Clinical Forms

Search a patient, case or lead to see their signed forms on file — or request forms from the front desk.

Print the full-arch clinical forms

Practice with made-up patients only — never enter real patient info.

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Admin · test a launch pass (nothing is sent to Amalfi Nexus)

Draft · Edition 2.0 for Dr. Pulver’s review. Visible to IW admins only. Yellow highlights are questions still to answer. Partner teams see this once it is approved.

Implanted Wisdom · Full-Arch Training

Your training path

Fifteen short modules from first conversation to long-term care. Read each lesson, then pass the knowledge check (80% or better) to complete it and earn a certificate.

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Updated marketing materials & forms

Use these with the modules

The current IW patient folder set and patient forms. Module 1 (Promotion & Marketing) and Module 15 (Forms) refer to these — always print from here so the team uses the latest version.

The Workflow · Patient-Specific Protocol™

Scan → seat, the same day

Six stages of the digital workflow. Each stage has a white-label SOP your team follows so cases move predictably — without depending on an outside lab's schedule.

1

Intraoral scan (IOS)

Capture the arch digitally — no physical impressions.

SOP

2

Photogrammetry capture

Verified implant positions for a passive, precise fit.

SOP

3

3D planning & design

Case-specific design in-house or with a lab partner.

SOP

4

In-house 3D print

Print the provisional arch same-day on your own printer.

SOP

5

Stain, glaze & finish

Characterize and finish chairside for a natural result.

SOP

6

Deliver

Seat the arch the same day — one visit, in your chair.

SOP

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Equipment Spec Sheet

Equipment	Purpose	Tier
Intraoral scanner (IOS)	Digital impressions — the entry point to the pipeline	Core
Photogrammetry system	Passive-fit verification for full-arch cases	Core
CBCT	Full-arch planning & guided surgery	Core
Desktop 3D printer	Same-day provisional arches	Core
Design software	In-house case design control	Core
Curing + stain/glaze station	In-house finishing & characterization	Add-on
Milling	Final zirconia prosthetics	Via lab

Complete the Surgeon Experience Assessment and your flagged equipment gaps appear here with a suggested acquisition order. Downloadable spec sheet coming with onboarding.

Implants

Nobel Biocare

Implant systems and components for the full-arch protocol.

IW partner rate — confirmed at onboarding

Design

Radiant

Prosthetic design partner for case-specific full-arch work.

IW partner rate — confirmed at onboarding

Milling

Radiant Mill

Zirconia milling coordination for final prosthetics.

IW partner rate — confirmed at onboarding

In-house

Staining & Glazing

Bring finishing in-house — the equipment, materials, and SOPs to characterize and glaze chairside.

Setup guide + spec included

0

🔥 Hot · 20+

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Warm · 5–19

0

Nurture · 0–4

0

Cold · below 0

Daily Report

Today's Call Plan

Priority Queue

🔥 New + high credit — call 2× today

Leads added in the last 48 hours with strong credit. Two call attempts on day one — log each attempt here and the daily report updates itself.

Nurture Watch

High score, gone quiet

Strong leads with no activity for 5+ days — often ready, but nervous. One click enrolls them in the gentle nurture sequence.

All Leads

Ranked by engagement — click a lead for notes

Lead	Score	Band	Credit	Last Activity (CDT)	Flags

Pulls live from the IW Lead Engine and re-ranks every time you open this page.

Lead Notes & Call Log

Select a lead from the list to see details, log call attempts, and add notes. Notes are saved to the portal database and appear in the daily report.

How the Engagement Score works ＋

Your live Engagement Score. Replies, answered calls, and bookings move it up; silence and opt-outs move it down — the IW team tunes the point rules for you. Bands: Hot 20+ · Warm 5–19 · Nurture 0–4 · Cold below 0. Credit comes from the intake form (self-reported); last activity is the most recent touch recorded, shown in Central time.

Consult Recordings

Record the consult on this computer — or upload a voice memo — and the portal writes the consult report draft for you.

The patient knew this consultation was being recorded

Today’s consults

Press ● Record when the consult starts. Press Stop when it ends.

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Recent recordings

Last 14 days

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Needs a microphone on this computer (a webcam or USB mic). First time only: click Allow when the browser asks. Recordings stay in the practice’s secure Google Cloud storage and are never sent to GHL.

Consult Reports

Prepare for the visit. Capture the next step.

🔍

Show

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📄 Pre-consult brief

👥 Shared with doctor & coordinator

Select a consult above.

📝 Preparation

Brief reviewed

Preparer

🔔 Appointment reminders

📄 Post-consult report

Complete after the visit.

🎙 Consult recordingUpload the voice memo (or a transcript) and the portal drafts this report for you. You check every field before submitting.

The patient knew this consultation was being recorded

On the consult-room computer: tick the box, press ● Record here, leave the page open during the consult, then press Stop & draft report. The computer needs a microphone (most webcams have one). On a phone: Voice Memos → tap the recording → ••• → Save to Files (or AirDrop to your Mac), then upload the .m4a here. Recordings stay in the practice’s secure Google Cloud storage — they are never sent to GHL.

Did the patient attend?

Patient came from

Consultation outcome

Biggest concern

What did the patient say? Who is involved in the decision?

📅 Follow-up planExactly what happens next — when, how, what we send or say, and who does it. Each step becomes a task in My Tasks, and the whole plan goes into the patient’s GHL note.

Goal of the follow-up

Follow up for

Steps — day after the consult · how · who · what exactly

If no decision by the last day

Default owner

Materials to send

Coaching notes (what went well · self-score)

What went wellSelf-score (1–5)

Creates a task for each step and adds the full report to the patient’s GHL contact.

Call & Text Activity

How leads are being reached — for support, not scoring

Doctor viewRecent conversations

First human response

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Office-hours median

Follow-ups on time

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Unanswered replies

—

overdue >24h

Consults booked

—

last 7 days

📋 Needs your attention

Open Lead Scores →

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Credit range is self-reported; financing approval is unverified.

📝 Doctor’s weekly brief

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👥 Staff performance

Activity excludes automated texts. Compare within assigned workload.

Staff	Leads assigned	Calls	Human texts	Median response	On-time follow-up	Consults
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💡 Coaching opportunities · suggested, pending review

Conversation detail (per lead, with call transcripts)

Open to load transcripts…

Asset Builder

Practice name

City / area

Offer

Asset type

Export activates once your workspace is connected.

Live Preview

Patient-Specific Protocol™

Full-Arch, Designed Around You

Oral Surgery Practice · Your City

Free 3D Implant Consultation

BEFORE / AFTER

Oral Surgery Practice

Free 3D Implant Consultation

Surgeon-led full-arch in Your City. Planned from scratch with PSP™.

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14

Active Referring GPs

31

Referrals (90 days)

9

Closed Full-Arch Cases

Referrer Tiers

Referring Practice	Tier	Referrals	Closed	Status
Maplewood Family Dental	Inner Circle	11	4	Active
Riverside Dental Group	Preferred	8	2	Active
Parkview Dental	Preferred	6	2	Active
Summit Dental Care	Network	4	1	Re-engage
Gateway Dental Studio	Network	2	0	New

You vs. Network

Arches / monthyou 3 · median 5 · top quartile 9

▲ median▲ top

Consult → close rateyou 25% · median 31% · top 44%

Cost / booked consultyou $420 · median $360 · best $210

Inputs

Current arches / month

Target arches / month

Average revenue / arch ($)

# of participating surgeons

Modeled Annual Revenue

Current run-rate

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At target

—

Progress to 100-arch annual goal at target

Readiness Assessment

Full Assessment

Surgeon Experience Assessment

The complete pre-onboarding assessment — case experience by procedure (All-on-X, FP1, zygomatic, pterygoid), volume, equipment, and team. Generates your Partner Readiness Profile with a recommended curriculum and onboarding path. ~5 minutes.

Take the Full Assessment

Sign in and open this page to load appointments from the IW Scheduler.

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Today

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Next 7 days

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All upcoming

—

Cancelled

Schedule

＋ New Appointment ↻ Refresh

Show

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Practice Profile

Practice / group name

Status tag

Brand Accent

Sets the accent across your portal and co-branded marketing assets.

Custom

Saved on this browser. Buttons, tabs and highlights update right away.

Security

Change password

Security

Two-factor sign-in

Checking…

Change phone number

Security

Access log

Every time someone opens a patient record — a lead, a conversation, a case, a file, a consult report — it's recorded here: who, what, when, from where. Nothing is ever deleted (HIPAA keeps these six years).

When	Who	Action	Record	From
Search to see entries.

Overview

Welcome.

Doctor

Front Desk

Treatment Coordinator

Inner Circle

Lead Scores

Focus on these leads

Facebook chat leads

Upcoming consults

Waiting on us

After the consult

🔥 High-credit leads to call now

New Orders 0

In Design 0

Messages 0

Today’s consultations

Cases & design

Recent cases

Staff performance

Today’s tasks

Messages 0

Nurture

Suggested for you

Campaign library

Select a case

$50 Deposit Link

💳 Send the deposit link

Staff Performance

Office Phone Calls

Request Google Review

📅 Recommended — seen in the last 14 days (Weave)

⭐ Ask for a Google review

Facebook Group Link

📅 Recommended — seen in the last 14 days (Weave)

👥 Send the group link

Team Training Progress

Emily, Kelly, Loretta & Skylar

No-Show Follow-Up

📅 Start no-show follow-up

Send directions

📍 Send directions

💬 What the patient gets

📄 Directions sheet (PDF)

Select a day

Calls

Today

Good morning.

Your next 3 tasks

Next appointments

Tomorrow’s preparation

Waiting on someone else

From Dr. Pulver

My to-do list

Tasks

Curriculum

Coordinator Scorecard

Full-Arch Clinical Forms

Print the full-arch clinical forms

Your training path

Use these with the modules

Modules passed

Scan → seat, the same day

Nobel Biocare

Radiant

Radiant Mill

Staining & Glazing

Today's Call Plan

🔥 New + high credit — call 2× today

High score, gone quiet

Ranked by engagement — click a lead for notes

Consult Recordings

Today’s consults

Recent recordings

Consult Reports

📄 Pre-consult brief

📝 Preparation

🔔 Appointment reminders

📄 Post-consult report

Completed reports

Messages