For dentists.
AI playbooks that fit your daily workflow.

The new-patient-intake prompt runs before the morning huddle — verify benefits over the phone, schedule based on the reason for the visit, set explicit expectations for the first visit (paperwork, radiographs, exam length), and end with a clean handoff to the treatment coordinator so the conversation that started at the front desk does not quietly die when the patient arrives. It is written for a 90-second call, not a 10-minute intake form — and the trade vocabulary stays specific so the front desk does not have to translate generic SaaS advice into dental terms.

The case-acceptance prompt walks the patient through the same three steps used at the front desk: reframe insurance in plain language, lay out every financial option the practice actually offers (including the no-insurance path), and lock the next visit before the patient leaves the op. The objection-handling script covers the five stalls — price, insurance coverage, time off work, fear, and "I rarely have trouble with my teeth" — without sounding like a sales pitch. The point is not to close harder; it is to make sure a hesitant "let me think about it" does not quietly become a lost case two months later.

The recare-reactivation prompt posts three short touch-points over six weeks — a first nudge within week one, a second touch at week three, and a friendly call at week six offering a soft commit to an open hygiene slot. It is built around the morning huddle and runs against the hygiene schedule so a reactivation actually books before the hygienist's day opens up, not just lands in the inbox. Worked through on a DSO rollout, it returned twenty to twenty-five percent of the overdue cohort to a booked appointment inside two recare cycles.

The clinical-to-claim prompt reads the same chart the hygienist wrote and rewrites the operative notes in claim-narrative structure — diagnosis, clinical findings, treatment rationale, prognosis — in the specific phrasing carriers look for on the EOB. The wording matches across hygiene, restorative, and perio for the same visit so the chart reads like one clinical story rather than three loose notes, and so a claim does not bounce on a missing word the hygienist never had to write before. The output reads as hygienist-tone language that holds up to peer review and carrier review on the same day.

Five stalls, each with a clinician-tone response rather than a salesperson-tone response: price ("here is what insurance covers and here is the rest"), insurance coverage ("this code is covered at X percent, so the out-of-pocket is Y"), time off work ("here is the shortest clinically-defensible path to completion"), fear ("here is what we do for nervous patients, including the order of work"), and "I rarely have trouble with my teeth" ("here is what we are seeing today that is not visible at home"). The point is to answer the actual stall, not to circle back to the close — written for the treatment coordinator, not the script reader.

The practice-team rollout checklist ships as a 30/60/90 adoption plan — week one runs on two champions (one clinician, one front-desk lead), day thirty adds the second wave, day sixty adds the hygiene bay, day ninety lands the multi-provider coordination pattern. The plan stays trade-specific: prompts are pre-mapped to the front-desk confirmation cadence, the op workflow, and the hygiene handoff so each rollout wave lands a workflow the team actually runs rather than a generic SaaS checklist. Designed for solo practices, group practices, and DSOs coordinating across providers without losing the trade vocabulary.