How an AI dental receptionist works.

When we hop on the onboarding call with your front desk manager, we ask her what insurances you guys take. Grace is our AI. She’s able to essentially filter out insurances you guys do not take. So if somebody comes in saying, hey, look, I want to get a cleaning, but I have Medicaid, and you guys do not take Medicaid, we basically set up Grace where she says, unfortunately, we don’t want to set you something up and you walk in and you have a big bill. Then she asks if they want to pay with cash. That’s another alternative if they have insurance that you do not take. If you are in network, she’ll say, we are in network with Delta Dental PPO, for example, and we’ll verify your benefits before your visit. Regarding existing patients, we do connect to your PMS system, so we’re able to actually pull their data, all their information, their notes, et cetera. And Grace will know that knowledge, so she doesn’t really waste time asking for insurance on your existing patients. And once again, what she doesn’t do: she doesn’t go inside of their insurance and actually verify benefits for specific treatments, et cetera. That is something your team will still do.

Nothing. Literally nothing. What we ask is, after we finish our call and we’re good to go, connect us with your office manager, whoever actually runs the show regarding the PMS. We send her one document that she fills out. It takes maybe twenty, thirty minutes of her own time to fill out, just to make sure we get everything right and we don’t break anything, because we want specifics down to the smallest detail to make sure everything flows correctly. Then after she fills out the form, we hop on a call and basically talk. I introduce myself, and I get to know you and how your whole team works a bit more, ten, fifteen minutes. I connect to your PMS system via screen share. Then within forty-eight hours from that time, we build out your system. We test the heck out of it, and we make sure it’s ready to go within forty-eight hours, so your phone lines are covered.

So, essentially, once it’s built and it’s connected to your phone lines, we will send you a dashboard, kind of like a mini website. You can go on your phone or your desktop, and you see every single call, a summary of what happened on the call, tags on who the patient is, what the call was about, directly, like booking a new cleaning, et cetera. You can request a recording of the call, and you can see your daily, weekly and monthly metrics on that dashboard as well. And on day 30, we come together. We review that dashboard and the extra data we do have, and we see what she’s done.