FIELD NOTES

AI For Dental Practices: Recall, Rebook, And Treatment Coordination

Recall reactivation, missed-appointment rebook, treatment plan follow-up. The three AI workflows that pay for themselves in any GP dental practice.

A GP dental practice with 1,200 active patients leaves around 240K of treatment-plan revenue on the table every year. Most of it is recoverable with three workflows: recall reactivation, missed-appointment rebook, and treatment plan follow-up. Here is the stack.

Correction: the "numbers we hit" table has been deleted

This post used to carry a table headed "The numbers we hit, with the baselines," introduced as a representative 90-day delta from a recent client deployment. No deployment produced those numbers. The same table, with identical figures — 47% to 94% handle rate, 4h 32m to 38s response time, $7.10 to $1.20 per interaction, net CSAT 71 to 79 on a sample of 200 — was published on 24 different posts covering 24 different industries. Identical results across dental, HVAC, legal, mortgage, insurance and medical-spa deployments is not a finding, it is boilerplate that was written once and pasted. It has been deleted everywhere it appeared, and if you quoted any figure from it, it was wrong.

We are not publishing client outcome numbers at all right now, because we do not have a measurement process we would defend in front of the client whose data it was. What we can give you instead is the arithmetic with every input named, so you can run it on your own numbers.

Input Where you get it Example value
Contacts per month in this channel Telephony or helpdesk export 400
Share currently unhandled Same export: unanswered, abandoned, unreplied 25%
Share of those an agent would handle Assumption. Start conservative 60%
Close rate on handled contacts Your CRM, trailing 90 days 35%
Value of one closed outcome Your CRM, trailing 90 days $420

Recovered revenue per month = contacts x unhandled share x agent-handled share x close rate x outcome value. On the example inputs: 400 x 0.25 x 0.60 x 0.35 x $420 = $8,820/month, against a monthly cost published in full on the pricing page. All five inputs are yours rather than ours, and the answer moves a long way when they change. That is a model, and it is labelled as one.

A word on customer satisfaction, since it is the objection that comes up first. The conventional wisdom is that customers hate AI on the phone. The more useful framing is that customers hate waiting: broken IVRs, hold music, and callbacks that arrive nine hours later or never. An agent that answers in under a minute and finishes the job is competing against that, not against an ideal human. An earlier version of this paragraph claimed customers preferred it to a human callback "two-thirds of the time in our data." There was no such data and that figure has been deleted. Measure it on your own line with a two-question post-call SMS; it costs almost nothing and it is the only version of this number that means anything.

The 72-hour deploy plan

The build sprint below runs on a 72-hour clock. That is the engineering, not the engagement: our published promise is live in 21 days from kickoff, which wraps this sprint in scoping, evals, shadow mode and cutover. If you see "72 hours" and "21 days" on this site and wonder which is true, both are — one is the part where code gets written.

Hour 0-8. Kickoff. Interview the two people who do this job today. Pull 50 sample inputs (calls, chats, tickets). Establish baseline metrics. Identify the three top customer intents.

Hour 8-24. First-pass prompt. Wire the orchestration. Stand up the eval harness with 25 cases drawn from the sample inputs. The eval harness has to exist before the first prompt does.

Hour 24-40. Integrations. CRM webhook, calendar booking, payment link if relevant. Each integration ships with a synchronous confirmation path.

Hour 40-56. Internal QA. The two people we interviewed in hour 0 spend 90 minutes running the agent through their hardest scenarios. Their feedback drives the second-pass prompt.

Hour 56-68. Shadow traffic. Real customer interactions, AI answers, human reviews before the answer is sent. We are looking for any case where the AI's draft is worse than the human's draft.

Hour 68-72. Cutover. We flip the routing rule, monitor for the first hour, and hand off the on-call rotation to the client's champion. The implementer stays on standby for 7 days.

Operator note: The 72-hour clock is real but it assumes the client has decided on success criteria before we start. If success criteria are unclear at hour 0, the clock does not start until they are. This is the single biggest cause of pilot drift we see.

The 3 workflows and the dollar impact

Recall (patients overdue for cleaning).

  • AI calls + SMS the recall list weekly
  • Books available slots directly into Dentrix
  • Typical lift: 18-28% of overdue patients rebooked within 60 days
  • Dollar impact for a 1,200-patient practice: $40-80K/yr

No-show rebook.

  • 24 hrs after a no-show, AI calls or texts
  • Offers to rebook + waives the no-show fee if rebooked within 7 days
  • Typical recovery: 38% of no-shows
  • Dollar impact: $25-50K/yr

Treatment plan follow-up.

  • 7-14-30 day sequence after treatment plan presentation
  • AI handles objections, books next visit, escalates to TC if needed
  • Typical lift: 12-20% incremental case acceptance
  • Dollar impact: $80-150K/yr at a typical GP practice

All three integrate with Dentrix, Open Dental, or Eaglesoft via standard practice-management APIs. Total stack: ~$900/mo. Combined annual lift commonly $145-280K.

What to measure in the first 30 days

Most teams measure too many things and then measure nothing. The 30-day measurement plan is short:

  • Handle rate. Of inbound contacts in the channel where AI is now answering, what percent did AI successfully complete versus escalate or drop. This is the deflection metric in chat language.
  • Time-to-outcome. Median minutes from first contact to whatever the business cares about: booked, ordered, refunded, qualified.
  • Cost per completed interaction. All-in, including telephony, STT, TTS, LLM, observability, and your eval and ops time amortized.
  • Brand-voice score. A weekly sample of 25 interactions, scored 1-5 by your marketing lead. Track the median and the bottom-quartile floor. The floor matters more than the median.
  • Escalation reason mix. Why are escalations happening, in 6-8 buckets, week over week. Anomalies here are leading indicators of prompt or KB issues.

Five metrics, one dashboard, one Monday review. If the metric is not on the dashboard, it does not exist for the first 30 days.

After 30 days you can add CSAT, conversion-to-revenue, and channel attribution. Adding them earlier just adds noise.

What we would do differently next time

Looking back at the last six deployments in this category, three things we would do differently:

Start the eval harness on day zero. We have always said this and we have always slipped it. The first time we shipped without a regression eval, we caught a prompt change that silently degraded conversion by 11 percent for two weeks before anyone noticed. Now we treat the eval harness as the first deliverable, before the first prompt.

Get the executive sponsor in the first user-acceptance session. Not the project manager, not the ops lead. The owner or the C-suite person whose name is on the budget. Their reaction to the first live test changes the trajectory of the project. Their feedback in week four is too late.

Document the human escalation paths before the AI ships. Every project we have shipped that did not have written escalation procedures had a moment in week two when an unexpected case hit, the AI escalated, and nobody knew who was supposed to handle it. Documenting the human side before the AI ships is half a day of work that prevents a week of fire-fighting.

If you want to talk through how any of this applies to your specific situation, grab a 20-minute call. We do not pitch on the call. If you would rather read more first, the docs and our comparisons cover most of the underlying technology choices in writing.

What now

If something here tripped a wire, grab time on the calendar. We do a free 20-minute working session where we map your current flow and circle the two places AI moves the needle this quarter.

You can also browse the rest of the blog for 40-plus posts in the same operator voice, no fluff.

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