This is the delivery page rather than the research page. Three real dental situations the agent has to handle, the four-phase timeline from kickoff to live traffic, and the three numbers we commit to: 10 use cases mapped, $1,200–$4,000/mo savings range and 21-day implementation.
Three situations this has to handle
The lunchtime new-patient leak — 12:15pm Tuesday. The whole front desk is at lunch. A prospective new patient calls because she broke a filling and needs to see someone this week. In the old workflow, she gets voicemail, calls the next practice on her Google search, and books there. With the agent, she gets a live conversation, gets her insurance verified, and gets booked into Wednesday afternoon — all before the front desk gets back from lunch. By Friday she's a new patient on the books, lifetime value low five figures.
The hygiene recall push — Monday morning of a slow month. Your hygiene chair has 18 open slots this week. Your recall report shows 340 patients overdue by 30+ days. In the old workflow, your front desk would have gotten through maybe 40 of them between answering other calls. The outbound agent dials all 340 across the week, books 80 hygiene appointments, and your chair goes from 18 open slots to overbooked by Friday.
The insurance-verification compression — Your office sees 30 new patients a week. In the old workflow, your insurance coordinator spent about 10 hours a week on payer-portal verification. With AI automation handling the lookups, that drops to under an hour of human review. Your coordinator picks up case-acceptance follow-up calls in the freed time, which materially raises monthly production.
The four phases
Week 1 — Discovery + scope. Map your PMS, comms stack, clearinghouse, on-call rotation, and the practice's standing orders.
Week 4 — Live pilot on overflow + after-hours new-patient calls. Front-desk lead listens daily; tune rules. Onboard recall outbound and reviews automation.
Months 2–3 — Full rollout. Add treatment-plan follow-up, pre-appointment intake, and the internal chat agent. Weekly KPI review (new-patient capture, recall capture, production).
What the dental front desk opens with
"Hi, I'm a new patient — can I book a cleaning? I have Delta Dental." That is the first line, and it is deliberately a question rather than a greeting — the fastest way to find out whether this is an emergency or a price enquiry is to ask.
The three KPIs we commit to
10 use cases mapped
$1,200–$4,000/mo savings range
21-day implementation
Related trades we build for
Operators in med spa, law firm and fitness run a similar build, because the failure pattern is the same even when the vocabulary is not.