Prepared For
Dr Priya Naidu
A diagnostic of current AI & automation readiness across six operating pillars — with a prioritised 90-day plan, tool stack, and projected ROI tailored to your business.
+10 points above the Dental SMB median of 54. You're tracking ahead of peers, with measurable upside in AI Use-Case and Security.
Bondi Coastal Dental is running a clean front-of-house operation: Cliniko is the source of truth for patients and appointments, the team books reliably through online forms, and the recall workflow actually fires. That's why your Data and Team scores sit in the green band — you've already done the unglamorous work most practices skip.
The drag is on two fronts. First, AI Use-Case Fit is genuinely weak today: the practice has a handful of credible candidates (clinical scribing, recall messaging, treatment-plan summaries) but none have been scoped past conversation. Second, security controls have not kept pace with the team size — shared logins, no password manager, and 2FA only on the practice owner's Microsoft account. Both are closeable inside 90 days without disrupting clinical hours.
The 90-day plan below sequences a single clinical-scribe pilot, a recall-message rewrite using a shared prompt library, and the security baseline work — in that order — so the team sees a tangible time saving in the first month and the compliance uplift lands before any AI tool touches patient records.
Cliniko is the operational source of truth and is being used cleanly — patient records, appointments and recall queues all live in the one system. The remaining fragmentation is the Dental4Windows imaging workflow, which still requires re-keying. That is a tractable integration project, not a re-platform.
Strong — clean data foundationsFront-of-house and recall are documented and run consistently across the four-day clinical week. Clinical notes and treatment-plan workflows still rely on individual dentists' habits, which keeps quality variable. A shared note template plus the scribe pilot would close most of this gap.
Solid foundation — gaps in documentationCliniko, Dental4Windows, Xero and Microsoft 365 are all modern and capable of carrying more load than they currently do. The integration layer is the soft spot — Zapier is in place but only for two flows, leaving obvious automations un-built (recall confirmations, no-show follow-ups, post-visit feedback).
Solid foundation — integrations under-usedThe clinical team is small, tight, and demonstrably willing to adopt new tools — Cliniko itself was rolled out without external help. The owner has personally trialled scribe tools and meeting transcription. The missing piece is a shared playbook so individual experiments turn into team-wide capability.
Strong — team is AI-readyClinical-scribe, recall message rewriting, and treatment-plan summarisation all map onto current pain points but none have been scoped, costed, or trialled in a structured way. AI fit will move from red to amber the moment one use-case is shipped end-to-end with measured time savings.
Needs work — fit is currently weakShared front-desk logins, no password manager, and 2FA absent on Cliniko and Microsoft 365 leave the practice below the baseline expected by the Dental Board's record-keeping guidance. None of these are expensive to fix; all of them must be in place before a third-party AI tool is connected to patient data.
Needs work — address before scaling