Marketing and New Patient Generation
Campaign execution, channel management, and lead qualification aimed at treatment starts rather than lead count.
Measured on qualified new patients
Dental Clinic Operations
From patient demand to collected revenue.
Necodex operates the teams and workflows connecting demand generation, patient follow-up, intake, scheduling, insurance support, collections, and operational performance.
Bilingual: English and Spanish
Teams based in Hermosillo, Sonora
U.S. time zones
Coverage aligned to MT, CT, and EST
Calls, chat, SMS, email
Plus insurance and billing back-office
One U.S.-to-U.S. invoice
All inclusive, billed bi-weekly
The Operating Challenge
Growth breaks at the handoffs.
Each function gets optimized on its own while patients, benefits, and payments fall between them. The gaps sit in the transitions.
01
Leads that never book
Marketing generates demand, but follow-up is slow or inconsistent and the patient goes elsewhere.
02
Bookings that never arrive
No-shows and treatment delays leave the schedule full on paper and empty in the chair.
03
Benefits left on the table
Verification gaps, network enrollment lag, and claim rework slow down income the clinic already earned.
04
Collections that lag
Balances age because nobody owns the follow-through once treatment is delivered.
The Operating Journey
One system, from first contact to payment.
We operate the whole chain rather than a step of it, so a problem at one stage does not get discovered three stages later.
01
Demand
Campaigns and channels that bring qualified patients, not raw volume.
02
Lead Follow-Up
Speed-to-contact and persistence rules that turn interest into an appointment.
03
Patient Intake
Clean records, benefits captured, and expectations set before the visit.
04
Scheduling
Chair utilization managed across locations and providers.
05
Patient Arrival
Confirmation and reminder cadence that protects show-up rate and treatment starts.
06
Insurance and Billing
Verification, network enrollment, and claims management.
07
Collections
Current and past-due balances worked with a defined cadence.
08
Revenue
The measured outcome the whole chain is optimized for.
What Necodex Operates
Five specialized teams, one operating system.
Each team owns a stage of the journey and a set of KPIs. Process design, tools, AI, and reporting sit underneath.
Scheduling Agents
New-patient booking, calendar management, and the confirmation cadence that protects arrivals.
Measured on booked and arrived
Phone Specialists
Existing-patient calls, rescheduling, treatment questions, and patient guidance.
Measured on answer rate and CSAT
Insurance
Verification, re-verification, network enrollment, claims submission, and denial follow-up.
Measured on insurance income
Collections
Current and past-due balances worked on a defined cadence with escalation rules.
Measured on collected revenue
The enabling layer
Process design, tooling, AI-assisted scheduling and follow-up, and reporting that makes the whole journey visible.
Under all five teams
Roles in a Dental Operation
The roles that make it run.
Roles are evidence of delivery capability, not the product. The mix is decided by the process and the outcome, and it changes as the operation matures.
- Marketing Specialist
- Lead Follow-Up Specialist
- Patient Intake Specialist
- Scheduling Specialist
- Phone Specialist
- Insurance Verification Specialist
- Claims Support Specialist
- Billing Specialist
- Collections Specialist
- Operations Coordinator
- Team Lead
Featured Case Study
Multi-Location Dental Group
A multi-location dental and orthodontic group needed one system connecting demand, scheduling, treatment starts, insurance, and collections.
20,000+
New patients started treatment
+160%
Insurance income
+80%
Doctors in the insurance network
+50%
Patient satisfaction improvement
Client-reported results for 2025. Past performance does not guarantee future results.
Getting Started
It starts with a discovery, not a job description.
We spend the first weeks understanding your clinics before proposing a structure. You keep the process map whether or not you move forward.
01
Discovery workshop
Two weeks with the teams that own new patients, clinics, insurance, and collections.
02
Process and risk map
Where the journey breaks, what it costs, and which stage to fix first.
03
Operating proposal
The team structure, KPIs, and implementation sequence required to close those gaps.
04
Build and operate
We recruit, train, launch, and run the operation against the KPIs we agreed.
Which part of the patient journey is leaking?
Tell us where demand, the schedule, benefits, or collections stop working. We'll start with the workflow and the outcome you need.