
01 / 141 of 14. The product
The product, screen by screen.
Fourteen screens show what your dental clinic gets, what it looks like and how it works, from the audit to the attended visit.
We recover four kinds of revenue · Example
- Missed callsMon 13:20 · no voicemailUnanswered
- Overdue patientsMarta S. · last hygiene visit in March7 months
- Open treatment plansCarlos M. · implant and crown 36€2,070
- Empty chairsWed 15:30 · cancellation€80

02 / 142 of 14. The audit
Before you pay, you see your clinic's numbers.
- We work from three simple exports: calls, patients and open treatment plans.
- The audit is free and takes 1 to 2 weeks.
- You decide after seeing the report, in a 30-minute meeting.
Revenue leakage report
Clínica Dentária da Estrela · 3 chairs · October 2026
- Missed enquiriesLunchtime, after 7pm, WhatsApp€4,800
- Overdue patientsCheck-ups, hygiene, cancellations€11,200
- Open treatment plansImplants, orthodontics, restorative€18,500
Page 1 of 1
Example one-page report: identifiable opportunity of €34,500, split into missed enquiries (€4,800), overdue patients (€11,200) and open treatment plans (€18,500). Realistically recoverable in 90 days: €9,000 to €15,000. Recommended next step: 90-Day Revenue Recovery Sprint, €3,000.
What the clinic sees · Example
- 13:20Missed call+351 91• ••• •14 · forwarded
- 13:21Text sentAutomatic · with a WhatsApp link
- 13:26The caller repliedIn WhatsApp · goes to the inbox
58 seconds after the call
What the patient sees
Monday 12 October
13:21

03 / 143 of 14. Missed calls
Anyone you miss on the phone gets a message.
- Unanswered, busy and after-hours calls come through to us.
- About a minute later, the caller gets a text from the clinic, with a link to carry on in WhatsApp.
- The text says it's automated. When the patient replies, a person on our team approves every reply.
What the clinic sees · Example
- 13:20Missed call+351 91• ••• •14 · forwarded
- 13:21Text sentAutomatic · with a WhatsApp link
- 13:26The caller repliedIn WhatsApp · goes to the inbox
58 seconds after the call
What the patient sees
Monday 12 October
13:21
At 13:20 a call goes unanswered. At 13:21 the caller's phone shows a text message: “Good afternoon. This is the automated assistant at Clínica Dentária da Estrela. We saw you called and couldn't answer. You can carry on the conversation in WhatsApp: wa.me/351213000000. If you'd rather talk to a person, just say so and reception will call you in opening hours.” At 13:26 the caller replies in WhatsApp and the conversation reaches the inbox.

04 / 144 of 14. Approval
A person approves every reply.
- The assistant drafts. Our team checks it, edits it or takes over.
- Automatic messages, like the first reply to a missed call, use wording the clinic approved before launch.
- No clinical advice. If the patient replies STOP, we don't write again.
What the clinic sees · Example
Rui wroteI'd like to book a clean, ideally late in the day.
We have Thursday the 16th at 17:30, or Friday at 18:00, for a hygiene visit. Which suits you?
- Says it's an assistant
- No clinical advice
- Contact 1 of 3
Sent at 13:28 · approved by Sofia
What the patient sees
In WhatsApp, Rui writes that he'd like to book a clean. In the inbox, the conversation is marked “Needs approval”. The draft offers Thursday at 17:30 or Friday at 18:00. Sofia, on the Voltara team, clicks “Approve and send”, and the message reaches Rui.

05 / 145 of 14. Overdue patients and plans
The patients you already have book again.
- We start from the clinic's own list: overdue check-ups and hygiene visits, unbooked treatment plans.
- Each message only says what's true: the visit, the date and who proposed it.
- A clinical question goes to the dentist, who answers in their own words.
What the clinic sees · Example
October batch · overdue and unbooked plans
- MSMarta S.Hygiene overdue · 7 monthsBooked
- PRPaulo R.Check-up overdue · 9 monthsContact 2 of 3
- CMCarlos M.Plan: implant and crown 36 · €2,070With Dr Ana
- JLJorge L.Check-up overdue · 11 monthsSaid STOP
What the patient sees
The recovery list shows four patients: Marta booked her hygiene visit, Paulo is on contact 2 of 3, Carlos asked a question about his treatment that went to Dr Ana, and Jorge asked us to stop. On the phone, Carlos asks whether the treatment hurts; the assistant passes the question to Dr Ana, who replies the same day.

06 / 146 of 14. Confirmations
Patients confirm their appointment before the day.
- 48 hours before, the patient gets a message and replies YES, NO or CHANGE.
- If they don't reply, and the clinic wants it, the automated assistant calls 24 hours before, from a clinic number.
- It says it's automated in its first sentence. Anyone who asks for a person gets a call from reception, in opening hours.
What the clinic sees · Example
- 9:00Paulo R.YES · message
- 11:00Inês C.YES · message
- 15:30Helena F.Cancelled · call
- 17:00Rui A.Call at 24h
Wed 14 Oct · 15:30 · 30 min
What the patient sees
“This is the automated assistant at Clínica Dentária da Estrela. I'm an artificial intelligence system. If you'd rather talk to a person, just say: person.”
On Wednesday 14 October's list, Paulo and Inês confirmed by message. Helena didn't reply to Monday's message and on Tuesday gets a call from the automated assistant at Clínica Dentária da Estrela. In its first sentence, the assistant says it's an artificial intelligence system and that Helena can ask for a person. On the call, Helena cancels her 15:30 appointment.

07 / 147 of 14. Gaps refilled
A free slot goes straight to the waitlist.
- When someone cancels, we offer the slot to three people at a time, starting with open plans and overdue check-ups.
- The first YES gets the slot on hold.
- Reception confirms it in the diary, and only then does the patient get the booking.
What the clinic sees · Example
Waitlist · round 1
- CPClara P.Open plan · crownOffer sent
- LMLuís M.Hygiene overdue · prefers afternoonsYES · on hold
- NSNuno S.Wants an earlier check-upOffer sent
What the patient sees
Wednesday's 15:30 slot goes to three people on the waitlist: Clara, with a crown to book, Luís, overdue for hygiene, and Nuno, who wants an earlier check-up. Luís replies YES first and the slot goes on hold. Reception gets the alert “15:30 slot on hold, confirm in the diary” and confirms it. Only then does Luís get the booking.

08 / 148 of 14. The 08:00 summary
At 08:00, your team knows how the day looks.
- A short summary: confirmations, open gaps, refilled gaps and who might not show.
- Every week, from the clinic's own records: the gaps, what they're worth in euros, how many we refilled and the no-show trend.
Good morning. Wednesday 14 October:
- Appointments18
- Confirmed17
- To confirm1 · Rui A., 17:00
- Gap to fill11:30 · being offered
- Gap refilled15:30 · Luís M.
- Risk of no-show2 patients
Each patient's detail is in the report.
- Gaps
- 9
- Value of gaps
- €1,240
- Refilled
- 6 slots · €820
No-shows per week
- 7W1
- 5W2
- 3W3
- 2W4
Example of Wednesday's 08:00 summary: 18 appointments, 17 confirmed, 1 to confirm, a gap at 11:30 being offered to the waitlist, the 15:30 gap refilled, and 2 patients at risk of not showing. On the weekly card: 9 gaps worth €1,240, 6 refilled worth €820, and no-shows down from 7 to 2 over four weeks.

09 / 149 of 14. Reviews and membership
We ask every patient for a review.
- Once a year, after an attended visit, to every patient who hasn't opted out of the clinic's messages. We offer nothing in return, as Google's rules require.
- Every request says how to stop these messages.
- If the clinic wants a monthly prevention plan, we help design it. The clinic sets the price, sells it and checks it with its own lawyer against the rules of the Portuguese Dental Association.
New Google reviews per month
- 6Jul
- 11Aug
- 17Sep
- 24Oct
Once a year, to every patient with an attended visit.
The clinic's prevention plan
- Includes
- Check-up and hygiene
- Interval
- Whatever the dentist sets
- Contract
- Written, with a cancellation period
- Price and discount
- Set by the clinic
Example message sent after the visit: “Thank you for coming in today, Marta. We ask all our patients for a Google review. If you'd like to leave one, it's here. If you'd rather not get these messages, reply STOP.” Next to it, an example chart shows new reviews per month rising from 6 to 24. The membership card shows: check-up and hygiene at the interval the dentist sets, a written contract with a cancellation period, price and discount set by the clinic.

10 / 1410 of 14. The report
In the report, only attended visits count.
- Contacted, replied, booked, attended: each step shown separately.
- Production uses the clinic's own prices.
- We compare it with the €3,000 sprint fee.
Sprint report
Clínica Dentária da Estrela · Days 1 to 90
- Contacted243
- Replied61
- Booked28
- Attended21
7 bookings with no attended visit: not counted
- Missed calls7 visits€1,180
- Overdue patients10 visits€1,590
- Open treatment plans4 visits€8,690
Attended visits only, at the clinic's own prices.
Example sprint report: 243 patients contacted, 61 replied, 28 booked and 21 attended. The 7 bookings without an attended visit don't count. Attributable attended production: €11,460, 3.8 times the sprint fee.
11 / 1411 of 14. Who does what
Your clinic does five things. We do the rest.
- By default we work from simple exports. Nobody needs to give us access to the clinic's software.
- We hold slots and reception confirms them in the diary. If the clinic connects us to its diary, and the software allows it, we book them ourselves.
- We adapt the messages, hours, rules and tone to your clinic.
Your clinic5 tasks
- Sends three simple exports.
- Forwards unanswered calls.
- Answers the clinical questions we pass on.
- Confirms in the diary the slots we hold.
- Reads the report and decides.
Voltara14 tasks
- We run the audit
- We set up WhatsApp, SMS and voice
- We reply to missed callers
- We write and check every reply
- We contact overdue patients
- We follow up open treatment plans
- We confirm every appointment
- We call anyone who doesn't reply
- We offer gaps to the waitlist
- We hold slots for reception to confirm
- We send the 08:00 summary
- We ask for Google reviews
- We help design the membership plan
- We write the report
12 / 1412 of 14. Software or service
Keep your software. We do the work.
- Your diary software keeps sending its reminders. Your team installs nothing new.
- An app needs someone at the clinic to work the lists. Here, our team contacts your patients every week.
- €3,000 for 90 days, with an end date. No annual contract.
Three ways to bring patients back
- Diary software
- Who works the lists
- Your team
- What it measures
- Messages sent
- Contract
- Often annual
- Virtual receptionist
- Who works the lists
- The assistant answers calls
- What it measures
- Calls answered
- Contract
- Monthly
- Voltara
- Who works the lists
- Our team
- What it measures
- Attended visits, in euros
- Contract
- 90 days, then it ends
Three-column comparison. Diary software: the clinic's team works the lists, it measures messages sent, often on an annual contract. Virtual receptionist: answers calls, measures calls answered, paid monthly. Voltara: our team contacts the patients, measures attended visits at the clinic's own prices, 90 days with an end date.
13 / 1413 of 14. If something goes wrong
Six things that can go wrong, and what we do.
- We sign the GDPR data processing agreement and a confidentiality declaration before we receive any list.
- On automated calls, the assistant says it's automated in its first sentence.
- Anyone who replies STOP comes off every clinic list the same day.
If…We do this
- 1A patient doesn't want messagesThey reply STOP and come off every list the same day.
- 2A patient asks a clinical questionIt goes to the dentist. The assistant gives no clinical advice.
- 3The clinic shares patient dataGDPR agreement and confidentiality declaration signed. We delete the exports if you don't go ahead.
- 4Two patients want the same slotReception confirms it in the diary before we say “booked”.
- 5The assistant calls a patientIt says it's automated straight away. Anyone who asks for a person gets a call from reception, in opening hours.
- 6A message could read as advertisingThe clinic approves the wording before launch. No “free”, no deadlines.
Six situations and our response. A patient doesn't want messages: they reply STOP and come off every list the same day. A clinical question: it goes to the dentist; the assistant gives no clinical advice. Patient data: GDPR agreement and confidentiality declaration signed, and we delete the exports if the clinic doesn't go ahead. Two patients want the same slot: reception confirms it in the diary before we tell the patient it's booked. An automated call: it says straight away that it's an automated assistant, and anyone who asks for a person gets a call from reception, in opening hours. A message that sounds like advertising: the clinic approves the wording before launch, with no 'free' and no deadlines.

14 / 1414 of 14. Price and next step
It starts with a free audit.
We'll reply within one working day.
- 1Audit1 to 2 weeks · no commitmentFree
- 290-Day Revenue Recovery SprintOnly if the audit justifies it · ends on day 90€3,000
- 3Monthly serviceOnly if the numbers justify itOptional
A new website for your clinic, at no cost, when you go ahead with the SprintIncluded with the 90-Day Revenue Recovery Sprint.
The guarantee, in writing
If the sprint produces less than €3,000 of attributable attended production, under the rules agreed before launch, we keep going for one more month at no service fee. You can then stop with no ongoing commitment.
- No lock-in
- No new software for your team
- Your numbers first