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Dolce AI suggests revenue moves and shows you why

On Today, Dolce AI reads the day's visits and revenue. In Marketing, it reads booking, cancellation and visit-cadence patterns. Every suggestion shows why, and a person decides what happens.

Book a demo See how it works
8Dolce AI workflows, from SOAP drafts to campaign copy
Whyshown on every suggestion, so you see the reasoning
You decideDolce AI drafts and suggests, a person approves
Dolce Health · Marketing · AI insights
AI insightsSuggestions only. You decide.
18 Botox patients are due for a touch-upWhy: their last neurotoxin visit was 12 to 16 weeks ago and none are booked.
Build campaignDismiss
Thursday afternoons have the most open timeWhy: 6 of the last 8 Thursdays had open slots after 2 PM.
Build campaignDismiss
9 members haven't used this month's creditWhy: their credit resets on the 1st.
Build campaignDismiss
Insights on TodayGrowth
Revenue recommendations in MarketingBuilt in
All 8 Dolce AI workflowsBuilt into this screen

Eight workflows, one rule. A person decides.

Dolce AI drafts SOAP notes, chart templates, forms, patient summaries, review asks and campaign copy, and it suggests revenue moves on Today and in Marketing. It never signs, sends, books or charges on its own. Dolce AI does the writing. You make the call.

Clinical drafts for the provider

Dolce AI drafts the SOAP note with ICD-10 and CPT suggestions, and the provider reviews, edits and signs. Patient summaries and chart templates start as drafts too.

Desk and marketing drafts

Forms, review asks and email and SMS copy come back ready to edit. Your team checks them and decides what goes out.

Suggestions with a reason

Insights on Today and revenue recommendations in Marketing each show why. Dismiss a recommendation that doesn't fit your clinic.

See all 8 Dolce AI workflows
Dolce AIDrafts. You decide.
Today insightsToday
SOAP notes & codesCharts
Template builderCharts
Patient summaryPatients
Form generatorForms
Revenue ideasMarketing
Review requestsMarketing
Email & SMS copyMarketing
How it works

How Dolce AI shows up in your day

1Step 1

Start the day with insights

AI insights sit on the Today screen with the schedule and the Up Next list. Dolce AI reads the day's visits and revenue and suggests revenue and retention moves, each with the reason why.

2Step 2

Get revenue recommendations in Marketing

The AI Insights tab in Marketing reads booking, cancellation and visit-cadence patterns. Each recommendation shows why it was made. Dismiss the ones that don't fit, and act on the rest.

3Step 3

Turn a recommendation into a campaign

When a recommendation fits, build the campaign yourself. Pick an audience like Lapsed, choose the Win them back goal and Dolce AI drafts the email or text for you to edit.

4Step 4

The same rule everywhere

Across all 8 workflows, Dolce AI drafts and suggests. The provider reviews and signs the AI-drafted SOAP note, and your team approves every form, template and message. Nothing is signed, sent, booked or charged on its own.

Dolce Health · Today
Good morning, JennaThursday · 14 appointments · 2 providers
ABook
Today
9:00
Ava V.Laser · BBL
10:30
Maya R.Botox
11:15
Sofia L.Lip filler
1:00
Priya K.IV therapy
2:30
Nora B.Consult
Up next · action required
Maya R. · 10:30Consent not signed yet
Sofia L.Note waiting on MD review
Priya K.Balance $120.00
Revenue today$3,420
Dolce Health · Marketing · AI insights
AI insightsSuggestions only. You decide.
18 Botox patients are due for a touch-upWhy: their last neurotoxin visit was 12 to 16 weeks ago and none are booked.
Build campaignDismiss
Thursday afternoons have the most open timeWhy: 6 of the last 8 Thursdays had open slots after 2 PM.
Build campaignDismiss
9 members haven't used this month's creditWhy: their credit resets on the 1st.
Build campaignDismiss
Dolce Health · Marketing · Campaigns
Win back lapsed Botox patients
SMSEmail
Audience
Last visitmore than90 days ago
AND
TagisBotox
OR
Lifetime spendat least$2,000
New patientsLapsedTop spendersBirthdaysMembership expiringOutstanding balance
Matching patients212Counted live on the server
AI copy · Win them back

Hi {first_name}, it's been a while. Your Botox touch-up is ready when you are. Book here: {booking_link}

Dolce Health · Charts
AI draft
SOAP note · BotoxMaya R. · drafted from the chart · review before signing
Regenerate
S

Requests softening of forehead lines and crow's feet. Last neurotoxin 4 months ago. No new medications.

O

Dynamic lines at frontalis, glabella and lateral canthus. Skin intact. Before photos taken.

A

Good candidate for neurotoxin. Consent signed. Cleared to treat.

P

Botox 39 units: frontalis 12u, glabellar complex 15u, lateral canthus 12u. Lot C3712, exp 03/2027. Aftercare reviewed. Follow up in 2 weeks.

Suggested codesZ41.1J0585 × 39Review & sign
Capabilities

Where Dolce AI drafts and people decide

Insights on Today

Dolce AI reads the day's visits and revenue and suggests revenue and retention moves. Your front desk sees them on the same screen as the schedule.

Revenue recommendations in Marketing

Built from your clinic's booking, cancellation and visit-cadence patterns. Each one explains why, and each can be dismissed.

A why on every suggestion

You see the reasoning before you act. The patient summary works the same way, with a Why this recommendation note on the services it suggests.

AI-drafted SOAP notes

Dolce AI drafts the SOAP note from the chart and injection map, or from what the provider types or dictates. It suggests ICD-10 and CPT codes, and the provider reviews and signs.

Campaign and review copy

Pick a goal like Thank a VIP or a tone like Warm and personal, and Dolce AI drafts the email, text or review ask. You edit it and decide when it sends.

Forms, templates and summaries

Describe a form or a chart template and Dolce AI drafts it. The patient summary pulls intake, vitals and history into one clinical overview.

Every Dolce AI workflow and who decides
Dolce AI workflowWhere you see itWho has the final say
Insights on the day's dataTodayYour team decides
SOAP note with ICD-10 and CPT codesChartsThe provider signs
Chart template builderManage TemplatesStaff who save it
Patient summary with a whyPatient profileThe provider
Form generatorAdmin, Patient FormsStaff who save it
Revenue recommendationsMarketing, AI InsightsYou act or dismiss
Review asks, email and SMS copyMarketing, Reviews and CampaignsStaff who send it
FAQ

Questions about ai insights

Can’t find what you need? Ask us on a demo call.

Ask on a demo
Does Dolce AI take actions on its own?
No. Dolce AI drafts and suggests, and a person approves. It never books, sends, signs, charges or changes a record by itself.
What are the 8 Dolce AI workflows?
AI insights on Today, AI-drafted SOAP notes with ICD-10 and CPT suggestions, the chart template builder, the patient summary, the form generator, revenue recommendations in Marketing, review-request asks and email and SMS campaign copy. Each one produces a draft or a suggestion. A person on your team makes the call.
What data do the insights use?
Insights on Today read the day's visits and revenue. Revenue recommendations in Marketing read booking, cancellation and visit-cadence patterns in your clinic. Each one shows why.
What if a recommendation doesn't fit my clinic?
Dismiss it. Every revenue recommendation in Marketing has a dismiss button, and the why line helps you decide.
Can I edit what Dolce AI drafts?
Yes. Every note, form, template and message Dolce AI drafts can be edited before it's saved, signed or sent. If Dolce AI is unavailable, the SOAP note falls back to your template, so you can still chart.
Does Dolce AI make clinical decisions?
No. The patient summary and the SOAP draft organize what's already in the chart and suggest services and codes. The provider reviews, decides and signs.
Works with

Connected to the rest of the visit

ClinicalAI

AI-drafted notes

Chart the treatment, or type or dictate what you did. Dolce AI drafts the SOAP note and suggests ICD-10 and CPT codes. You review, edit and sign.

Learn more GrowthAI

Campaigns

Pick a goal like <strong>Win them back</strong> and Dolce AI drafts the email or text. You choose the audience with AND/OR rules, edit the copy and decide when it sends.

Learn more Front deskAI

Today

Today puts the schedule, the day's revenue and the Up Next list on one screen. Dolce AI reads the day's data and suggests revenue and retention moves, each one showing why.

Learn more

See Dolce AI on your own data

Start a 14-day free trial, import your patients and book a few visits. Dolce AI reads the bookings, cancellations and visits you add.

Book a demo Start free trial