Valian

/ 01 INFRASTRUCTURE FOR MEDICAL PRACTICES

The AI operating system
your practice runs on.

Have Valian's “Amy” work alongside your team handling:

VoiceSMSEmailRecall
ReviewsInsuranceCheck-inMemory
app.valiansystems.com
ValianBright Horizons Dental
Search patients, calls, appointments…⌘K
Open DentalNew5RD

// GOOD MORNING

Saturday, May 99:30 AM · open 8:00 AM – 5:00 PM

Saturday, May 9
DayWeekMonth
All doctorsDr. PatelDr. KimDr. Smith
Dr. Patel
Dr. Kim
Dr. Smith
8:00 AM
+ book
+ book
+ book
8:30 AM

Kaila Chong

DONE
+ book
+ book
9:00 AM
+ book

Marcus Rivera

SEATED
+ book
9:30 AM
+ book
+ book

Priya Patel

Filling
10:00 AM

James Park

MISSED
+ book
+ book
10:30 AM
+ book

Linda Davis

CANC
+ book
11:00 AM
+ book
+ book

Tom Johnson

Cleaning
11:30 AM

Maria Lopez

Consult
+ book
+ book

// LIVE TOUR · Today

01 / 05

/ 02 LIVE DEMO

Hear it answer a call. Now.

Tap call. Ask Amy to book you a cleaning! She answers right away, finds an open slot, writes it into the PMS calendar, and confirms the appointment by SMS & Email. All live in real time for you!

Picks up

Every call.

No voicemail. No after-hours gaps.

Identifies

Patient matched.

Looked up in your PMS in real time.

Books

Written to PMS.

Real slot, real calendar, real write-back.

Confirms

SMS before hang-up.

Patient gets the confirmation text within 15 seconds.

2:145G
A

Amy

Bright Horizons Dental

LIVE
Thanks for calling Bright Horizons. How can I help today?

2:14 PM

I need to book a cleaning with Dr. Patel.

2:14 PM

Of course. May I have your name?

2:14 PM

Kaila Chong.

2:14 PM

Found you, Kaila. Dr. Patel has Tuesday at 9 AM or Thursday at 2 PM. Which works?

2:15 PM

Tuesday at 9 sounds great.

2:15 PM

Booked. Confirmation text sent.

2:15 PM

/ 03 THE PROBLEM

What your current stack is actually costing you.

Two things are happening in parallel: you're likely paying every month for too many tools that should be answering calls, and on average practices have over 10% of inbound calls missed which cause thousands in lost revenue monthly.

ESTIMATES BELOW ARE BASED ON

LOCATION

Single-location

VISITS / MO

200

AVG APT VALUE

$200

MISSED CALL RATE

10%

/Third-party software stack

insurance verification · PMS · phone · email · forms · review management

$1,000/mo

/After-hours call service

answering service contract

$1,000/mo

/Missed-appointment leak

20 lost appts × $200 avg apt value

$4,000/mo

// TOTAL · WHAT THE STACK COSTS YOU

$6,000/mo

$72,000 / year

LIVE BURN WHILE YOU READ

The $6,000/mo above is a forecast of what your practice is losing monthly based on our estimated expenses. The meter started when the page loaded.

≈ $34 / HR · $273 / DAY

$0.00

$$ burned since you arrived

See your savings with Amy →

// JUMP TO SECTION 10 · CALCULATOR

/ 04 ALL-IN-ONE

Replace Your Current Stack.
Layer by layer.

Eight tools. One front desk. All integrated into Valian's product.

// TODAY

// WITH VALIAN

Phone

RingCentral
Vonage

Voice

Comms

Weave
NexHealth
Solutionreach
Lighthouse 360

SMS + voice

Email

Mailchimp
Constant Contact
Klaviyo

Email

Recall

Demandforce
Practice Mojo

Recall outreach

Reviews

Birdeye
Podium

Reviews & feedback

Insurance

Onederful
Vyne Trellis

Insurance verification

Memory

Your front-desk staff

Patient memory

Never forgets & stronger than human memory

// RESULT

8+ tools in 1 amazing Valian product.

/ 05 HOW IT WORKS

Call to confirmed appointment in under 90 seconds.

01 · 0s

Patient calls

Inbound call from any number comes in on your business line.

02 · 2s

Amy verifies

Identifies returning patients via memory, captures intent for new patients.

03 · 60s

Books in PMS

Real-time slot lookup + write-back into your existing PMS.

04 · 75s

Appointment Confirmation

Patient gets a confirmation text/email within 15 seconds of confirming appointment.

// FOR OWNERS

Built for practices who measure what matters.

A true AI product built for medical practices with efficiency designed at their core.

Not a chatbot, not an experiment, not a toy.

Amy is the modern practice's front-of-house operating layer.

/ 06 PMS INTEGRATIONS · 75+ SUPPORTED

Integrate Amy directly into your current PMS.

Connects directly into the PMS you already operate. Every call, message, and booking lands there in real time.

Opendental
DENTRIX/
eaglesoft
a Patterson Technology
denticon
Curve
Carestream
CareStack
Opendental
DENTRIX/
eaglesoft
a Patterson Technology
denticon
Curve
Carestream
CareStack
Sensei
Dolphin
a Patterson Technology
Cloud9Software
athenahealth·
NextGen
Sikka
Sensei
Dolphin
a Patterson Technology
Cloud9Software
athenahealth·
NextGen
Sikka

// REAL-TIME WRITE-BACK · LIVE ON DAY 1

PMS not listed? Chances are we support it.

/ 07 PRODUCT

What Amy actually handles.

Amy is the multiplier. Your team is still the practice.

// VOICE

Every call answered. Even at 11 PM on a Sunday.

Amy never misses a call. She answers before the second ring, knows who’s calling, writes the booking back to your PMS while still on the phone, and can warm-transfers call to a human escalation is needed!

LIVE CALL · 0:14+1 (917) ••• 5081
A

Amy

Bright Horizons Dental

CALLER MATCH

Kaila Chong 99.4%

Live transcript

Amy: “Hi Kaila, welcome back. How can I help today?”
Kaila: “Hi! I want to book a cleaning with Dr. Patel.”
Amy: “Of course. Tuesday 9 AM works, I have it on file from last time?”
Kaila: “Tuesday at 9 sounds perfect.”
Amy:writing booking
latency340ms
modelgpt-4o · realtime
// SMS

Two-way SMS conversations with every patient.

Appointment confirmations, bi-annual reminders, follow-up logic when appointment invites are declined, new bookings, rescheduling, check-in follow-ups, and more. All handled by Amy’s SMS feature.

app.valiansystems.com/inbox
KC
Kaila ChongSMS

Tuesday at 2 works great

6 min ago

MR
Marcus RiveraEMAIL

I'll complete the forms today

2 hours ago

PP
Priya PatelSMS

Send me the cost estimate?

14 hours ago

JO
James O'ConnorVM

Voicemail · 42 seconds

3 hours ago

LP
Linda ParkSMS

Is Dr. Kim free Friday?

1 day ago

Kaila Chong

(555) 227-3344 · Delta Dental PPO

✓ Coverage active
K
Hi, I'd like to book a cleaning if there's anything next week

28 min ago

A
Hi Kaila! I have Tue May 26 at 2pm with Dr. Patel, or Thu at 10am with Dr. Kim. Which works?

Amy · 27 min ago · sent

K
Tuesday at 2 works great

12 min ago

A
Booked! Confirmed Tue May 26 · 2pm · Dr. Patel. I'll send a reminder 24h before. ✓

Amy · 11 min ago · delivered

Reply with SMS…
Send
// EMAIL

Email inbox management in real time.

Every email read, classified, and replied to in seconds. Appointment confirmations, new bookings, rescheduling, office-related questions, and more. Total email coverage with Amy.

app.valiansystems.com/inbox
KC
Kaila ChongSMS

Tuesday at 2 works great

6 min ago

MR
Marcus RiveraEMAIL

I'll complete the forms today

2 hours ago

PP
Priya PatelSMS

Send me the cost estimate?

14 hours ago

JO
James O'ConnorVM

Voicemail · 42 seconds

3 hours ago

LP
Linda ParkSMS

Is Dr. Kim free Friday?

1 day ago

Marcus Rivera

marcus.rivera@email.com · Insurance question

✉ Email
MR

Marcus Rivera

My new insurance card is from Aetna now — does that change my cleaning cost on Friday?

2 hours ago

A

Amy · Bright Horizons

Hi Marcus — I re-ran your eligibility with Aetna. You're in-network, cleanings are covered 100%, so your Friday visit is still $0 out of pocket. I've updated your file.

Amy · replied in 38s · SPF/DKIM ✓

Reply with email…
Send
// PATIENT MEMORY

Amy remembers every patient. Forever.

Returning patients recognized instantly. Preferences, appointment history, and prior conversations carried across every channel, call, text, and email. Stronger than any human front desk’s memory. True AI embedded into your practice.

app.valiansystems.com/memory

Memory

Live

A rolling audit trail of every action Amy takes for your practice.

Today

· May 31, 2026

6 actions

  • 📞

    Amy answered call from Kaila Chong

    Call answered

    3m 47s · office hours · routed to Amy

    5m ago
  • 💬

    Amy sent SMS to Marcus Rivera

    SMS sent

    Appointment reminder · delivered

    27m ago
  • 📅

    Amy booked appointment for Priya Patel

    Appointment booked

    Wed Jun 4 · 2:00 PM · with Dr. Kim

    46m ago
  • 🛡

    Amy verified insurance for James Park

    Insurance verified

    Cigna PPO · in-network · benefits captured

    2h ago
  • 💬

    Lisa sent SMS to Robert Martinez

    Staff sent SMS

    Reminder about Tuesday pre-op · delivered

    4h ago
  • Priya Patel confirmed by SMS reply

    Appointment confirmed

    Wed Jun 4 · 2:00 PM · Bright Horizons

    6h ago
// SCHEDULING

Real-time PMS write-back.

Amy reads your schedules and books directly into your existing PMS, no changes needed. No calendar drift, no double-bookings, and waitlists refill cancellations within minutes. Amy is an add-on to your existing infrastructure: during onboarding, we connect to all of your existing patient records so the memory feature is aware of every historical patient.

app.valiansystems.com/today

// GOOD MORNING

Saturday, May 99:30 AM · open 8:00 AM – 5:00 PM

Saturday, May 9
DayWeekMonth
All doctorsDr. PatelDr. KimDr. Smith
Dr. Patel
Dr. Kim
Dr. Smith
8:00 AM
+ book
+ book
+ book
8:30 AM

Kaila Chong

DONE
+ book
+ book
9:00 AM
+ book

Marcus Rivera

SEATED
+ book
9:30 AM
+ book
+ book

Priya Patel

Filling
10:00 AM

James Park

MISSED
+ book
+ book
10:30 AM
+ book

Linda Davis

CANC
+ book
11:00 AM
+ book
+ book

Tom Johnson

Cleaning
11:30 AM

Maria Lopez

Consult
+ book
+ book
// CHECK-IN

Patients checked-in before they walk-in.

The check-in SMS fires 1 hour before the visit, pre-filled from PMS records. 30 minutes out, Amy checks completion, a reminder is sent out to complete the form if it’s not done. Auto-save catches partial answers, so new patients can finish in the office without redoing the form.

Digital intake · Kaila Chong

Sent via SMS · pre-filled from PMS

SUBMITTED · 2:47
5 of 5 sectionscomplete

Full name

Kaila Chong

prefilled

Date of birth

04 / 12 / 1986

prefilled

Phone · email

+1 ••• 4827

kaila.chong@gmail.com

Allergies / medications

None reported · last update 2024

Insurance card · OCR-parsed

Photo · 1.4 MB

CarrierDelta Dental PPO
Member ID9442•••
GroupA4892

Time to fill

2:47

PMS write

PatNum 8341

Front desk saved

~12 min

// INSURANCE

Real-time insurance verification for every visit.

Amy runs a real-time eligibility check before every visit. Coverage, copays, deductibles, remaining maxes, and pre-auth requirements, all captured. The estimated patient pay is computed at booking and stored on the appointment, so your front desk knows exactly what to collect before the patient sits down.

app.valiansystems.com/insurance
KC

Kaila Chong

28y · DOB Jan 14, 1998 · (555) 227-3344

✓ Verified
Plan summary
CarrierDelta Dental
Member ID912-773-8244
Annual max$1,500
Remaining$1,120
Procedures · cost estimates
D1110Prophy (cleaning)100%
D0274Bitewing X-rays100%
D2391Composite filling80%
D2740Crown · porcelain50%
Plan basics
GroupGR-44792
NetworkIn-network
Deductible$50 · met
SubscriberSelf
Coverage by category
Prev
100%
Basic
80%
Major
50%

REAL-TIME · X12 270/271 ELIGIBILITY · verified 1.4s

// REVIEWS

Post-visit Google reviews, automatically.

Every happy patient becomes a review. Amy picks the channel, sends the ask, and follows up if needed. Your Google ratings go up. Your local SEO climbs. Your front desk stays focused on the chair.

Post-visit · Kaila Chong

Cleaning complete · 2 hours ago · positive call detected

5★ POSTED · 8 MIN

// REVIEW REQUEST · SMS

Hi Kaila, thanks for coming in today! If we made it easy, we'd really appreciate a quick Google review. Takes 30 seconds: g.page/r/bright-horizons

Sent · 2 hr post-visit

Done! Loved Dr. Patel.

Kaila · 8 min later

// GOOGLE REVIEW · LIVE

SC

Kaila C.

today · local guide

★★★★★

Bright Horizons made it so easy to book and the appointment was fast. Dr. Patel was great. Front desk made check-in seamless.

// THIS WEEK · 7 DAYS

+42 reviews · 4.9 ★

MTWTFSS

All eight surfaces. One Amy. Live in 30 minutes.

/ 08 ONBOARDING

30 minutes of your time. Amy live the same day.

Phone system transfer, PMS access, practice details, doctor info. All captured in a 30-minute walkthrough where Amy's AI speeds up the intake. Most platforms take weeks, with Amy you're live in 30 minutes.

1

DAY 0 · ~10 MIN

Share credentials

Phone systems, PMS, Email, and Google Business Profile. All done through our secure onboarding portal. All done with simple integrations.

2

DAY 0 · ~10 MIN

Provide practice info

Hours, holiday schedule, doctor bios, practice protocols, general practice information, and the appointment types you cover. Amy’s AI captures it all in a guided walkthrough.

3

DAY 0 · ~10 MIN

Train Amy

Scheduling rules, escalation logic, insurance plans accepted, common patient questions, and your practice’s tone.

4

DAY 1

Amy goes live

Voice live. Email live. Dashboard live. SMS unlocks in 2–3 weeks once carrier approval clears.

Skip the 6-week onboarding. Live in 30 minutes.

/ 09 COMPLIANCE & TRUST

Take patient data seriously? We do.

// HIPAA-COMPLIANT

HIPAA-compliant. Every practice.

BAA signed with your practice before launch. BAAs in place with every vendor we work with. Your patient records stay fully separate from every other practice, never mixed, never shared. Every action is logged, so we can always answer who saw what.

// ENCRYPTED

Every byte encrypted.

Every byte of patient data is encrypted end-to-end. Encrypted while it moves across the internet. Encrypted while it sits in our database.

// US-HOSTED

100% US-hosted.

All compute. All databases. All backups. US-region only. No offshore replicas. No sub-processors outside US boundaries. Data residency contractually enforced.

/ 10 PRICING

Pay for what Amy uses. Nothing else.

Pricing that fits your practice. Whether you are a single chair or multi-location DSO.
Billing scales based on what you use!

Voice

$1.00

/ minute

SMS

$0.25

/ message

Email

$0.25

/ message

Insurance verification

$1.00

/ check

Toll-free phone number

$10

/ month

// HOW BILLING WORKS

01 · SET UP

Load your account

Add $100, $500, or $1,000+ of credit. This is Amy's fuel.

02 · AUTO-REFILL

Keep Amy alive

When your balance hits the reload threshold, your billing method refuels Amy automatically.

03 · NO SURPRISES

Cap your usage

Set a monthly spending ceiling. Pause auto-refill at any time.

// FORECAST · ~200 MONTHLY APPOINTMENT ESTIMATE

$1,510/mo

1,000
600
600
200
+$10 / mo

// FORECAST ONLY · ACTUAL USAGE VARIES

Vs the $6,000/mo from section 03 - $4,490/mo more to the practice every month
(saved on tools + recovered from missed appointments).

Live in 30 minutes.

LIMITED

FIRST 50 CUSTOMERS

$1,000FREE

Free Valian credit when Amy goes live. Roughly one month of free credit for an average dental practice.

Applied automatically at go-live. Complete onboarding to claim.

/ 11 FREQUENTLY ASKED

Questions owners ask first.

Six things every practice owner asks before signing. Direct answers. No fluff.

01

How long until Amy is live?

24 hours from sign-up. 30 minutes of your time in a guided walkthrough, Amy’s AI captures the rest. Most platforms take 6+ weeks.

02

How does Amy connect to my PMS?

Direct API integration with 75+ PMS platforms, Open Dental, Dentrix, Eaglesoft, Curve, Denticon, Cloud 9, athenahealth, and the rest. Uses your existing credentials.

03

Will Amy replace my front desk?

Amy can run the full front-desk operation if you want her to. But how you deploy her is your call. Some practices replace the whole desk. Others keep their team and use Amy as overflow, after-hours, or peak coverage. Built to give owners the option, not to force a staffing decision.

04

What if a patient asks for a real person?

Built into every call. The moment a patient asks for staff or hits a question Amy can’t handle, she warm-transfers to your team or texts them with a callback request. Before the handoff, Amy briefs whoever picks up, patient name, why they called, what’s already been resolved, so your team picks up mid-conversation, not from scratch.

05

What does Valian actually cost?

Pay only for what Amy uses. $1.00 per call minute, $0.25 per SMS, $0.25 per email, and $1.00 per real-time insurance verification. A dedicated toll-free number is $10/month. You pre-pay a wallet that auto-refills, so there are no seat fees, no monthly platform fee, and no annual contract.

06

What if I want to cancel?

Usage-based, cancel any time. The toll-free line Amy answers on is provided by Valian, and your existing practice line forwards to it while she’s running. The day you cancel, we release the forwarding so calls route straight back to your line. Recordings, transcripts, and patient memory export to standard formats on request. No lock-in.

/ 12 BOOK A WALKTHROUGH

30-minute live walkthrough.

Pick a meeting slot below or Call Amy now or Sign up!

SKIP THE CALENDAR

Call Amy directly. She answers immediately.

Call Amy

ALREADY SOLD?

Skip the demo. Sign up now and go live in under 24 hours.

Sign now →
// VALIAN · MEDICAL REVENUE OPERATING SYSTEM

Valian