AI Workflow Automation for Dental Practices
A dental practice is a schedule. We keep it full, automatically.
Custom AI automation for dental practices and DSOs: phones, benefits, recall, treatment follow-up, and billing, built around your PMS, clearinghouse, and phone system.
The problem
The front desk is checking in a patient. The phone is ringing.
New-patient calls compete with check-ins. Benefit breakdowns eat the mornings. Recall runs when someone has time. And diagnosed treatment quietly ages in the PMS:
…while hygiene chairs sit open and recall lists go unworked.
New-patient calls ring out while the front desk handles the person standing there, both deserve full attention.
Benefit breakdowns assembled by phone and portal, payer by payer, every single day.
Hygiene reactivation happens when someone gets to it, so it mostly doesn't.
Diagnosed dentistry ages out of the PMS, the biggest revenue pile in the building.
Late cancellations leave chairs empty with no systematic same-day backfill, production lost by lunchtime.
One platform
Every step of the journey, automated on one platform
24/7 AI phone agent · new-patient booking
Breakdowns · estimates · claim status
Hygiene recall · reactivation · backfill
Unscheduled tx · acceptance tracking
Utilization · acceptance · locations
The practice that answers wins the patient
- Answered instantly, 24/7Nights, weekends, and the lunch rush, natural conversation, with automated-assistant disclosure on every call.
- New patients booked in-callName, insurance, and reason for visit captured; the appointment scheduled on the spot, not a callback promise that loses them.
- Insurance captured & checkedCarrier and member ID collected mid-call, with eligibility verified before the patient ever arrives.
- Reschedules & recall bookingExisting patients confirm, move, or book their hygiene visit without holding for the front desk.
- Emergency boundaries built inPain, swelling, and trauma calls are recognized and routed to your on-call path immediately, never handled by AI.
Module 02 · Insurance & benefits
Benefits verified before the patient sits down
Full breakdowns run automatically days ahead of every visit, and the same engine powers accurate patient portions at treatment presentation and claim follow-up after it.
EVERY APPOINTMENT TRACKS ITS OWN COVERAGE STATE:
Full benefit breakdowns
Eligibility, frequencies, waiting periods, remaining annual max, and downgrade rules pulled ahead of each visit, not assembled at the front desk that morning.
Accurate patient portions
Estimates at treatment presentation reflect real benefits, fewer billing surprises, faster case acceptance, cleaner collections.
Claim status & denials
Outstanding claims tracked and chased automatically; denials flagged with reasons, AR days shrink without more phone time.
Module 03 · Recall & treatment follow-up
The recall engine that never gets busy
Due and overdue lists worked automatically by text and AI call, every day, until booked, with every attempt logged.
Patients unseen for 12–18+ months re-engaged with reactivation campaigns that fill next month's hygiene schedule.
Diagnosed dentistry re-presented until accepted or closed, with year-end benefits-expiring reminders that move patients to yes.
A same-day opening triggers waitlist outreach automatically, the chair gets a patient, not a gap in production.
Confirmations & reminders · pre-visit forms and medical history · post-op check-in messages · membership plan renewals, from your approved content.
Post-visit review requests timed to happy moments; unhappy patients routed to service recovery instead of Google; responses drafted for your approval. Every touch logged.
Module 04 · Analytics & DSO operations
The numbers owners and office managers both watch
- Chair utilization & openingsProduction capacity by provider, chair, and day, with same-day openings surfaced for backfill.
- Recall effectivenessDue-list coverage, reactivation recovery, and hygiene schedule density, the engine's scoreboard.
- Treatment acceptanceAcceptance rates by provider and procedure type, and the unscheduled pipeline being worked down.
- Multi-location rollupsEvery metric by office, region, and brand, standardized, comparable, live.
- Provider credentialingLicenses, payer enrollment, and CAQH tracked across every associate and location.
- Standardized workflowsThe same automations, scripts, and playbooks deployed across offices, consistency without micromanagement.
Everything we automate
Dental & DSOs: the full automation menu
Every engagement is scoped to your operation. start with the module that hurts most, and expand on the same platform, the same BAA, and the same HIPAA framework.
24/7 AI phone agent
Every call answered, nights, weekends, lunch rush. New patients booked in-call with insurance captured, not promised a callback that loses them.
Insurance verification
Full benefit breakdowns pulled days ahead of each visit: eligibility, frequencies, waiting periods, remaining annual max, and downgrade rules.
Hygiene recall engine
Due lists worked automatically by text and AI call until booked. The recall engine runs every day, not when someone has time.
Unscheduled treatment follow-up
Diagnosed treatment tracked and re-presented until accepted or closed, including use-it-or-lose-it benefits reminders before year-end.
No-show reduction & backfill
Confirmation sequences cut no-shows; cancellations trigger waitlist outreach so same-day openings get filled, not written off.
New-patient intake
Forms, medical history, and insurance collected before arrival. Check-in takes minutes, not a clipboard.
Reviews & reputation
Post-visit review requests timed to happy moments; unhappy patients routed to service recovery instead of Google.
Billing & claim follow-up
Outstanding claims tracked and chased, denials flagged with reasons, statement and payment reminders sequenced automatically.
DSO analytics & credentialing
Multi-location rollups: chair utilization, recall effectiveness, treatment acceptance, plus provider credentialing and payer enrollment tracking.
Why we're confident
This engine is already running in production
We built this engine, intake extraction, real-time eligibility, 24/7 phone agent, rules-based scheduling, and live analytics, for a multi-site medical imaging group. Dental runs the same machinery, with the recall engine and treatment follow-up swapped in:
Powered by Simz Conversational, Simz Shift, and Simz Chron, with custom development for everything else.
- 24/7 phone coverage with in-call insurance verification
- Real-time eligibility driving verified workflows
- Automated outreach worked until booked, and logged
- Rules-based multi-site scheduling engine
- Live dashboards for owners and office managers
Free dental workflow audit
Thirty minutes with your operations lead. We map your workflow, quantify what each manual touch costs, and hand you a phased automation roadmap, whether or not you build it with us.