LaterAdd-on · included in Enterprise

Scheduling that protects revenue.

Online booking with a deposit and an estimate up front. Reminders, recall and a waitlist that backfills cancellations. Digital intake, eligibility checks for tomorrow's schedule, and an AI receptionist that hands off when it should.

Deposit at bookingSlot backfilled from waitlist
Northline Dermatology
Today · Midtown
CalendarInbox · 4Waitlist · 7
TimeVisitProviderBalanceStatus
8:30Follow-up · 15 minDr. Chen$0.00Checked in
9:00Full skin exam · 30 minDr. Chen$45.00Copay due
9:30Cosmetic consult · 30 minDr. Patel$250.00Deposit held
10:00Biopsy follow-upDr. Patel$120.00No-show risk · high
10:30Open · backfillingDr. Chen—Waitlist offered

Capabilities

What Treso Front Desk does

Booking with money attached

Patients book online by visit type, provider and location. A deposit or card on file is collected when your rules say so, and an estimate shows the expected cost before they arrive. Booking links and widgets carry the campaign they came from.

  • Deposits and no-show fees by visit type
  • Estimates from your fee schedule and the patient's insurance
  • Booking widgets and kiosk check-in
Booking rules · Cosmetic consult
Duration
30 min + 10 min buffer
Deposit
$250 · applied to treatment
Forms
Intake, consent, photo release
Online booking
Yes · new and existing patients
Reminder sequence
72h SMS · 24h SMS · 2h SMS

Reminders, recall and a waitlist that works

Reminder sequences you define, recall rules per visit type, and a prioritized waitlist that offers an opening the moment a slot frees. A no-show risk score, built from the patient's history and the booking itself, tells the desk where to call first.

  • No-show risk per appointment
  • Waitlist priority and notes
  • Recall due lists
Dr. Chen · Thursday
891011123
Follow-up
Skin exam
Backfilled
Biopsy · risk
New pt
Open
Procedure

Intake, insurance and eligibility

Digital intake with a form builder (sections, conditional logic, signatures). Insurance capture at booking, and a batch eligibility check every evening for tomorrow's schedule, so the morning starts with answers.

  • Form builder with conditional logic
  • Eligibility batch after 5 pm local
  • Alerts for inactive coverage and high-risk visits
Eligibility · tomorrow
VisitPayerResult
8:30 Follow-upBCBS ILActive
9:00 Skin examAetnaActive · $45 copay
10:00 Biopsy f/uCignaInactive · call patient
11:30 New ptSelf-payn/a

An inbox with an AI receptionist behind it

Texts and messages land in one inbox with assignment, tags, snooze and quick replies. The receptionist answers from your knowledge base and FAQs, proposes bookings, and hands off to a person when it isn't sure. Patient text never enters a model prompt.

  • Knowledge base and FAQ grounded answers
  • Hand-offs notify the desk with the thread
  • Conversation review and training
Patient · (312) 555-01··

Do you have anything for a skin check this week? I'm new.

Yes. Dr. Chen has Thursday 10:00 or Friday 2:30 at Midtown. New patient visits are 30 minutes; a $45 deposit holds the slot.

Handed off to front desk · insurance question

How it posts to the ledger

A deposit posts cash against a patient liability until the visit, when it is applied to the charge. A no-show fee, when you charge one, posts as revenue. Estimates move no money.

Balanced journalsLocation + provider on every lineIdempotent per business eventNever edited, only reversed

Who uses it

Roles

  • Front desk
  • Practice administrator
  • Providers (their schedule)
  • Patients

Permissions carry a location scope and an approval limit. The same limits apply to agents acting in this module.

Questions

Questions

Does booking write into our PM schedule?

That is the design goal for this phase: booking that lands on the PM schedule. Treso starts with read access to your schedule and adds write-back per system as those integrations are certified.

Can the receptionist answer the phone?

SMS and web chat first. Phone comes later through a telephony partner.

Pre-launch

See Treso Front Desk with real data shapes.

The demo opens Front desk as Priya, who works in it every day at a synthetic dermatology practice. Owner, location manager, front desk, billing, provider, controller and CPA are each one click away, and nothing in it is real.