The AI front desk for orthodontic practices

An orthodontic patient is not a one-visit patient. Treatment runs across many adjustment appointments, and any one of them can turn into a phone call: a parent moving a visit around a school event, a teen asking when the next check is, a family that needs a later time. Amy answers those calls in parallel and books and reschedules against real openings in your schedule, so the front desk can focus on the patients in the office.

Amy also remembers patients from call to call. A parent who called last week does not have to start over, because she already knows who they are and what was handled.

A missed adjustment visit leaves a gap in the schedule and a patient who still needs to be seen, and that patient does not always call to rebook on their own. Amy texts back missed calls, sends reminders and confirmations before each visit, and runs recall outreach for patients who have fallen off the schedule, including retainer checks after active treatment ends.

Amy can also call through your waitlist and no-show list, so an opening in a busy adjustment day has a real chance of being filled.

The consult call is where a long-term orthodontic patient starts. A parent may call after work, and an adult may call on a lunch break. Amy answers every one of those calls 24/7, books the consult on the call, and notes what the family is looking for so your treatment coordinator walks in prepared.

Questions about treatment options, what a case involves, or whether someone is a candidate for aligners are clinical, and Amy does not answer them. She books the consult so the doctor can, and anything urgent goes to a person.

Families want to know what their plan covers before they start treatment. With instant insurance verification, a member ID and date of birth return whether the plan is active and in network, coverage percent by category, deductible, annual maximum used and remaining, and waiting periods, saved onto the patient’s profile with the date. Anything the plan details leave open, like how a lifetime orthodontic maximum applies to a specific case, stays with your coordinator.

Orthodontic groups with more than one office give each location its own line, schedule, hours, and rules under one account, so a patient calling one office never hears another office’s details.