Why These Two Tools Belong Together

Let’s cut to the chase – dental practices don’t have time for paperwork jams. Between patient records, treatment plans, and insurance forms, your team’s drowning in documents that need approvals. That’s where ApproveThis and Askara come in like a superhero duo (minus the capes).

Askara’s AI churns out draft documents faster than you can say “root canal,” but here’s the rub: someone still needs to review and sign off on those treatment plans, billing statements, and consent forms. That’s where ApproveThis turns your approval process from a game of telephone tag into a well-oiled machine. Connect them through Zapier, and you’ve got automatic approval workflows that keep your practice moving while maintaining compliance.

What This Combo Does That Others Don’t

Most dental software either handles document creation or approvals – rarely both. Askara’s strength is creating accurate drafts using AI, but it doesn’t tell you when Dr. Smith forgot to review little Timmy’s orthodontic plan for the third day straight. ApproveThis adds the missing piece: automatic routing, deadline tracking, and approvals that happen via email so even your least tech-savvy orthodontist can sign off without logging into another system.

Here’s the kicker: your external specialists or insurance partners don’t need Askara licenses to approve documents. They just click approve/reject in their email inbox. No more “I couldn’t open the attachment” excuses.

Real-World Scenarios That’ll Make You Want This Setup

Use Case 1: Automatic Treatment Plan Reviews

Picture this – your associate dentist uses Askara to generate a complex implant treatment plan. The moment they hit save, Zapier triggers ApproveThis to:

• Route the plan to the lead surgeon for clinical review
• Simultaneously send the cost breakdown to the financial coordinator

Both get email links to approve their parts. If the surgeon rejects the plan, it automatically loops back to the associate with comments. All while your front desk staff stays out of the email chain chaos.

Use Case 2: New Patient Onboarding That Doesn’t Suck

Multi-location practices, this one’s for you. When ApproveThis greenlights a new patient intake form (approved by both the insurance coordinator and clinic manager), Zapier automatically:

• Creates the patient record in Askara
• Flags incomplete insurance info before it hits your system

No more chasing down managers for signatures while Mrs. Johnson waits in the lobby. The entire approval history stays attached to the patient file for audit trails.

Setting This Up Without Losing Your Mind

Here’s the beauty of Zapier – you’re not building the space shuttle. For the treatment plan workflow:

1. Create a Zap with Askara’s “New Document” trigger
2. Filter to only process treatment plans (unless you want to approve lunch menus too)
3. Map document details to an ApproveThis request
4. Set up parallel approval paths for clinical vs. financial reviews

Pro tip: Use ApproveThis’ calculated fields to auto-flag any treatment plan over $5k for extra approvals. Because nobody wants surprises when the lab bill arrives.

Who Benefits (Besides Your Sanity)

Clinic Managers

Track approval bottlenecks in real time. See that 80% of delays come from insurance verifications? Maybe it’s time to cross-train another staffer.

Dental Associates

Stop playing secretary. Get notified when your CE course request gets denied before you book flights. Bonus: vacation mode automatically delegates approvals so patients aren’t waiting while you’re snorkeling.

Compliance Officers

Every approved document includes a full audit trail – who saw what, when, and why they rejected it. HIPAA’s a lot less scary when you’ve got timestamped records.

Why This Isn’t Just Another Integration

Most approval tools make you choose between flexibility and simplicity. ApproveThis gives you both – set up complex approval chains for high-risk procedures while keeping simple consent forms as one-click approvals. Meanwhile, Askara’s AI learns from every approved document, making future drafts more accurate. It’s like your approval process trains your AI assistant. Meta, right?

And let’s address the elephant in the room – cost. Since external specialists don’t need ApproveThis licenses, you’re not paying $20/month for that endodontist who approves three documents a year. They just get email links. Simple. Cheap. Effective.

Getting Started (Before Your Next Audit)

If you’re using Askara without automated approvals, you’re basically driving a Ferrari in first gear. Here’s how to shift up:

1. Start an ApproveThis trial – takes 2 minutes
2. In Zapier, connect both apps (we’ve got step-by-step guides)
3. Clone our pre-built dental approval templates

Or skip the DIY and book a 15-minute demo where we’ll show you how a 10-location group cut their approval times by 62% using these exact workflows.

The Bottom Line

Dental practices that combine Askara’s AI drafting with ApproveThis’ approvals handle 3x more patients without hiring extra staff. They sleep better knowing every document’s reviewed properly, and they stop wasting hours weekly on “Did you get my approval request?” follow-ups.

At the end of the day, this isn’t about software – it’s about creating a practice where dentists focus on patients, admins aren’t human reminder bots, and the compliance binder doesn’t give everyone nightmares. Time to fix what’s broken.