Dental new-patient intake flow

Dental front desks lose hours each week to new-patient calls. The AI can handle the entire intake in under 90 seconds.

Required intake fields

• Reason for visit (cleaning, exam, emergency, cosmetic)
• First-time vs returning
• Insurance carrier (we don't quote, just collect)
• Preferred appointment window
• Pain level on a 1-10 if applicable

What the AI should NOT do

• Quote insurance coverage, too risky, refer to billing
• Diagnose pain, refer urgent cases to a same-day slot
• Discuss treatment plans, schedule the consult only

After the call

The AI sends an SMS with the appointment confirmation and a link to your intake form. The patient fills it out before walking in. Front desk gets the booking on the calendar with all the context.