Guides
Dental new-patient intake flow
What questions your AI should ask new dental patients to fill the chair without burning front-desk time.
5 min readDental 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.