Smarter Week

AI and automation by role · frontline

How Dentists can use AI and automation

Below are 12 common tasks for Dentists, most common first. For each one you get the best fix (AI, automation, a feature in software you already have, or a simpler process), the steps to set it up and, for AI fixes, a prompt to copy.

Also called: General Dentist, DDS, DMD, Associate Dentist, Practice Owner, Orthodontist, Pediatric Dentist, Endodontist

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Task 1 · typically 60 min, every day

Write clinical and procedure notes after each patient

Software featureBest fix

Let a dental AI scribe or voice tool draft the clinical note

Dental voice and ambient AI tools listen to the appointment (with the patient's consent) or to you dictating, and write the procedure note, perio entries and treatment details into the practice management system. You review and sign.

Typically saves about 40% of the time1 h to set up
  1. 1Ask your owner or office manager which dental AI note tool is approved, or trial one that integrates with your system (for example Overjet Voice, Bola AI or Denti.AI).
  2. 2Set your note templates and the details you always need (anaesthetic, materials, tooth and surface, post-op instructions).
  3. 3Tell patients a tool is helping with notes and get consent as your policy requires.
  4. 4Read every note before signing; you are responsible for the record.
  5. 5Only use tools your practice has approved and covered by a HIPAA business associate agreement (BAA) for anything with patient information.

Tools: Overjet Voice · Bola AI · Denti.AI · Your practice management system (Dentrix, Eaglesoft, Open Dental, Curve, Denticon, CareStack or similar)

One more way to fix it
Software feature

Use procedure note templates that fill in from the code you chart

Most dental systems can attach a note template to each procedure code (auto notes or clinical note templates), so charting a crown prep drops in 80% of the note. You only fill the prompts.

Typically saves about 35% of the time2 h to set up
  1. 1List the ten procedures you chart most.
  2. 2Build an auto note or template for each in your practice management system, with prompts for the parts that change (tooth, shade, anaesthetic, complications).
  3. 3Link each template to its procedure code so it appears when you complete the procedure.
  4. 4Share them with the whole clinical team so notes are consistent.

Tools: Your practice management system (Dentrix, Eaglesoft, Open Dental, Curve, Denticon, CareStack or similar)

How to automate this task

Task 2 · typically 30 min, every day

Build treatment plans and explain the options and costs

Software featureBest fix

Present treatment from one screen with costs, financing and e-signature

Build phased treatment options with insurance estimates in the practice system, show them on a screen or send them by text, and let patients apply for financing and sign on their phone. Fewer printouts, fewer "let me think about it".

Typically saves about 30% of the time2 h to set up
  1. 1Make sure fee schedules and insurance estimates are set up correctly in your system.
  2. 2Build good, better and phased options for bigger cases.
  3. 3Present on the operatory screen with the X-ray and photos, then text the plan with a link to sign.
  4. 4Offer a financing link (CareCredit, Cherry or Sunbit) in the same message.
  5. 5Book the first appointment before the patient leaves.

Tools: Your practice management system (Dentrix, Eaglesoft, Open Dental, Curve, Denticon, CareStack or similar) · CareCredit, Cherry or Sunbit · Weave, NexHealth, RevenueWell, Lighthouse 360 or Solutionreach

One more way to fix it
AI

Have AI write plain-language explanations of common treatments

Write once, reuse forever: AI drafts short, friendly explanations of crowns, root canals, scaling and root planing and so on, plus aftercare, that you check and save as handouts or text templates. Keep patient details out.

Typically saves about 40% of the time10 min to set up
  1. 1List the treatments you explain most often.
  2. 2Use the prompt below in an approved AI tool, with no patient names or details.
  3. 3Check every clinical fact and adjust to how your practice does things.
  4. 4Save the final versions as handouts or text templates in your patient messaging tool.
Prompt to copy
Write a patient explanation of [TREATMENT, e.g. a crown after a large filling] for a dental practice. Reading level: 6th grade. Cover: what it is in one sentence, why it is recommended, what happens at the appointment, how long it takes, what to expect afterwards, and what happens if they wait. Under 200 words, warm and plain, no scare tactics. Then write a 40-word text-message version. Do not give prices or invent clinical claims; mark anything to check as [CHECK].

Tools: ChatGPT, Claude, Gemini or Microsoft Copilot (no patient details)

How to automate this task

Task 3 · typically 30 min, every day

Read X-rays and point out findings to patients

Software featureBest fix

Use FDA-cleared X-ray AI to flag findings and show patients

Radiograph AI such as Pearl Second Opinion, Overjet and VideaHealth (also in Dentrix Detect AI) marks likely decay, calculus and bone loss on the image in seconds. It speeds your read and gives patients a colored picture that makes treatment easier to understand. You make the diagnosis.

Typically saves about 25% of the time1 h to set up
  1. 1Check whether your imaging or practice software already includes X-ray AI, or ask your owner about Pearl, Overjet or VideaHealth.
  2. 2Turn on the overlay in the operatory so it is ready when you review images.
  3. 3Use the marked-up image chairside to show the patient what you see.
  4. 4Confirm every finding clinically; the AI is a second opinion, not the diagnosis.
  5. 5Only use tools your practice has approved and covered by a HIPAA business associate agreement (BAA) for anything with patient information.

Tools: Pearl Second Opinion · Overjet · VideaHealth · Dentrix Detect AI

How to automate this task

Task 4 · typically 20 min, every day

Write insurance narratives and attach X-rays and photos to claims

AIBest fix

Have approved AI draft insurance narratives and referral letters from your notes

AI turns your chart notes into a clear narrative that answers what the dental plan needs (tooth, findings, why this procedure) or a tidy referral letter. Use only your practice's BAA-covered AI for anything with patient details.

Typically saves about 45% of the time10 min to set up
  1. 1Gather the chart note, the procedure code and what the plan usually asks for (fracture, decay extent, existing restoration age, pocket depths).
  2. 2Use only your practice's approved, BAA-covered AI tool. If you do not have one, remove all patient identifiers first.
  3. 3Use the prompt below.
  4. 4Check every clinical fact, then attach the narrative with the X-rays and photos.
Prompt to copy
Draft a [DENTAL INSURANCE NARRATIVE / REFERRAL LETTER] for [PROCEDURE AND CDT CODE] on tooth [TOOTH #]. Clinical findings from my notes: [PASTE NOTES]. For a narrative: state the diagnosis, the clinical findings that support it (fracture, decay extent, failing restoration age, pocket depths, symptoms), why a lesser treatment is not suitable, and which images are attached. For a referral: the reason for referral, relevant history and what I am asking the specialist to do. Under 150 words, factual. Mark anything missing as [MISSING]. Do not invent findings.

Tools: Your practice's approved, BAA-covered AI assistant

One more way to fix it
Software feature

Send claims electronically with attachments in one step

Electronic claims with X-rays, perio charts and narratives attached through your clearinghouse go out complete the first time, instead of being denied for "missing information" and resent.

Typically saves about 40% of the time1 h to set up
  1. 1Check that your clearinghouse attachment service is connected to your practice system (for example DentalXchange or Vyne Dental).
  2. 2Create a cheat sheet of which codes need which attachments for your main plans.
  3. 3Attach images and narratives at the time of the claim, not after a denial.
  4. 4Track rejections weekly and fix the cause.

Tools: DentalXchange · Vyne Dental · Your practice management system (Dentrix, Eaglesoft, Open Dental, Curve, Denticon, CareStack or similar)

How to automate this task

Task 5 · typically 20 min, every day

Answer patient questions and post-op check-in calls

Software featureBest fix

Answer routine questions and post-op check-ins by two-way text

Patient texting tools send post-op check-ins and aftercare automatically and let patients text questions to the office, so staff reply in seconds between patients instead of playing phone tag.

Typically saves about 40% of the time1 h to set up
  1. 1Turn on two-way texting in your patient communication tool (Weave, NexHealth, RevenueWell, Lighthouse 360 or Solutionreach).
  2. 2Set automatic post-op messages for extractions, implants and root canals with aftercare and a "reply if worried" line.
  3. 3Save text templates for the questions you answer most.
  4. 4Keep anything clinical or urgent for a call from the clinician.
  5. 5Only use tools your practice has approved and covered by a HIPAA business associate agreement (BAA) for anything with patient information.

Tools: Weave, NexHealth, RevenueWell, Lighthouse 360 or Solutionreach

One more way to fix it
AI

Have AI write plain-language explanations of common treatments

Write once, reuse forever: AI drafts short, friendly explanations of crowns, root canals, scaling and root planing and so on, plus aftercare, that you check and save as handouts or text templates. Keep patient details out.

Typically saves about 40% of the time10 min to set up
  1. 1List the treatments you explain most often.
  2. 2Use the prompt below in an approved AI tool, with no patient names or details.
  3. 3Check every clinical fact and adjust to how your practice does things.
  4. 4Save the final versions as handouts or text templates in your patient messaging tool.
Prompt to copy
Write a patient explanation of [TREATMENT, e.g. a crown after a large filling] for a dental practice. Reading level: 6th grade. Cover: what it is in one sentence, why it is recommended, what happens at the appointment, how long it takes, what to expect afterwards, and what happens if they wait. Under 200 words, warm and plain, no scare tactics. Then write a 40-word text-message version. Do not give prices or invent clinical claims; mark anything to check as [CHECK].

Tools: ChatGPT, Claude, Gemini or Microsoft Copilot (no patient details)

How to automate this task

Task 6 · typically 15 min, a few times a week

Write referral letters to specialists

AIBest fix

Have approved AI draft insurance narratives and referral letters from your notes

AI turns your chart notes into a clear narrative that answers what the dental plan needs (tooth, findings, why this procedure) or a tidy referral letter. Use only your practice's BAA-covered AI for anything with patient details.

Typically saves about 45% of the time10 min to set up
  1. 1Gather the chart note, the procedure code and what the plan usually asks for (fracture, decay extent, existing restoration age, pocket depths).
  2. 2Use only your practice's approved, BAA-covered AI tool. If you do not have one, remove all patient identifiers first.
  3. 3Use the prompt below.
  4. 4Check every clinical fact, then attach the narrative with the X-rays and photos.
Prompt to copy
Draft a [DENTAL INSURANCE NARRATIVE / REFERRAL LETTER] for [PROCEDURE AND CDT CODE] on tooth [TOOTH #]. Clinical findings from my notes: [PASTE NOTES]. For a narrative: state the diagnosis, the clinical findings that support it (fracture, decay extent, failing restoration age, pocket depths, symptoms), why a lesser treatment is not suitable, and which images are attached. For a referral: the reason for referral, relevant history and what I am asking the specialist to do. Under 150 words, factual. Mark anything missing as [MISSING]. Do not invent findings.

Tools: Your practice's approved, BAA-covered AI assistant

One more way to fix it
Software feature

Use procedure note templates that fill in from the code you chart

Most dental systems can attach a note template to each procedure code (auto notes or clinical note templates), so charting a crown prep drops in 80% of the note. You only fill the prompts.

Typically saves about 35% of the time2 h to set up
  1. 1List the ten procedures you chart most.
  2. 2Build an auto note or template for each in your practice management system, with prompts for the parts that change (tooth, shade, anaesthetic, complications).
  3. 3Link each template to its procedure code so it appears when you complete the procedure.
  4. 4Share them with the whole clinical team so notes are consistent.

Tools: Your practice management system (Dentrix, Eaglesoft, Open Dental, Curve, Denticon, CareStack or similar)

How to automate this task

Task 7 · typically 15 min, a few times a week

Send lab cases and chase lab deliveries

Software featureBest fix

Send lab cases digitally and track them in one place

Intraoral scans and online lab prescriptions replace impressions, courier pickups and phone calls. Lab portals show case status and due dates, so nobody calls the lab to ask.

Typically saves about 40% of the time1 h to set up
  1. 1Ask your main labs whether they accept digital scans and online prescriptions.
  2. 2Send scans from your scanner's portal (iTero, 3Shape, Medit, Primescan) with the Rx filled in.
  3. 3Track each case and its return date in the lab portal or your practice system's lab case tracker.
  4. 4Schedule the seat appointment only once the due date is confirmed.

Tools: iTero, 3Shape TRIOS, Medit or Primescan · Lab online portals · Your practice management system (Dentrix, Eaglesoft, Open Dental, Curve, Denticon, CareStack or similar)

How to automate this task

Task 8 · typically 45 min, every day

Chart perio probing depths and findings

Software featureBest fix

Chart perio by voice instead of calling numbers to an assistant

Voice perio charting tools record probing depths, bleeding and recession as you say them, straight into the perio chart. Hygienists chart alone and finish faster; vendors report around 20 minutes a day saved.

Typically saves about 45% of the time45 min to set up
  1. 1Check whether your practice system supports voice perio (for example Bola AI in Open Dental, Overjet Voice, or your system's own voice perio).
  2. 2Get a good headset and do the short voice training.
  3. 3Probe and speak the readings in the usual order; glance at the screen to confirm.
  4. 4Compare a week of charts with your normal method before switching over.
  5. 5Only use tools your practice has approved and covered by a HIPAA business associate agreement (BAA) for anything with patient information.

Tools: Bola AI · Overjet Voice · Your practice management system (Dentrix, Eaglesoft, Open Dental, Curve, Denticon, CareStack or similar)

One more way to fix it
Software feature

Let a dental AI scribe or voice tool draft the clinical note

Dental voice and ambient AI tools listen to the appointment (with the patient's consent) or to you dictating, and write the procedure note, perio entries and treatment details into the practice management system. You review and sign.

Typically saves about 40% of the time1 h to set up
  1. 1Ask your owner or office manager which dental AI note tool is approved, or trial one that integrates with your system (for example Overjet Voice, Bola AI or Denti.AI).
  2. 2Set your note templates and the details you always need (anaesthetic, materials, tooth and surface, post-op instructions).
  3. 3Tell patients a tool is helping with notes and get consent as your policy requires.
  4. 4Read every note before signing; you are responsible for the record.
  5. 5Only use tools your practice has approved and covered by a HIPAA business associate agreement (BAA) for anything with patient information.

Tools: Overjet Voice · Bola AI · Denti.AI · Your practice management system (Dentrix, Eaglesoft, Open Dental, Curve, Denticon, CareStack or similar)

How to automate this task

Task 9 · typically 20 min, every day

Update medical histories and medication lists at each visit

Software featureBest fix

Send digital forms before the visit that write into the chart

Patients fill in their health history, medications, consents and insurance card photos on their phone before they arrive; returning patients just confirm what changed. No clipboards, no retyping.

Typically saves about 50% of the time2 h to set up
  1. 1Turn on digital forms in your practice system or patient communication tool (Weave, NexHealth, RevenueWell, Lighthouse 360 or Solutionreach, or your system's own forms).
  2. 2Move your paper forms into it, including consents.
  3. 3Send the link automatically with the appointment reminder; ask returning patients to update only what changed.
  4. 4Keep a tablet at the front desk for patients who did not finish.
  5. 5Only use tools your practice has approved and covered by a HIPAA business associate agreement (BAA) for anything with patient information.

Tools: Weave, NexHealth, RevenueWell, Lighthouse 360 or Solutionreach · Your practice management system (Dentrix, Eaglesoft, Open Dental, Curve, Denticon, CareStack or similar)

How to automate this task

Task 10 · typically 15 min, every day

Look up guidelines, drug information and evidence

Software featureBest fix

Ask a clinical AI reference tool instead of searching

Clinical AI tools such as OpenEvidence and UpToDate's AI answer a clinical question in plain words with citations to guidelines and studies. Always open the source for important decisions.

Typically saves about 40% of the time10 min to set up
  1. 1Check which tools your organization provides (OpenEvidence, UpToDate Expert AI, DynaMed, or your EHR's built-in reference).
  2. 2Ask the question as you would ask a colleague.
  3. 3Open the cited guideline or study before acting on it.
  4. 4Do not paste patient identifiers into tools that are not approved for them.

Tools: OpenEvidence · UpToDate Expert AI · DynaMed

How to automate this task

Task 11 · typically 45 min, every day

Sort through and reply to email

AIBest fix

Have AI draft replies to routine email

Paste the thread and a one-line instruction; edit the draft instead of writing from a blank page. Most routine replies take a minute instead of five.

Typically saves about 35% of the time5 min to set up
  1. 1Open the AI assistant your company allows (or the one built into Outlook or Gmail).
  2. 2Paste the email thread, or use the built-in "draft reply" button.
  3. 3Tell it the point you want to make in one line.
  4. 4Read the draft, fix anything wrong, and send.
Prompt to copy
Draft a reply to the email below. My point: [WHAT YOU WANT TO SAY IN ONE LINE]. Keep it under 120 words, friendly and direct, and match the tone of the sender. Do not invent facts or commitments.

Email:
[PASTE THE EMAIL]

Tools: ChatGPT, Claude, Gemini or Microsoft Copilot · Gmail "Help me write" or Outlook Copilot

One more way to fix it
Process fix

Batch email twice a day and let rules file the noise

Rules move newsletters, notifications and CCs out of your inbox, and checking at set times stops email from cutting your day into pieces.

Typically saves about 25% of the time20 min to set up
  1. 1Create rules that move notifications, newsletters and emails where you are only CC'd into folders.
  2. 2Turn off desktop and phone notifications for email.
  3. 3Pick two or three set times a day to process the inbox to zero.
  4. 4Tell your team that anything urgent should come by phone or chat.

Tools: Outlook or Gmail rules

How to automate this task

Task 12 · typically 45 min, once a week

Sit in status or update meetings

Process fixBest fix

Replace the status meeting with a written update

Everyone posts three lines in a shared thread before a set time; you only meet when something is blocked.

Typically saves about 60% of the time15 min to set up
  1. 1Agree a format: done, next, blocked.
  2. 2Create a channel or a thread that repeats every week.
  3. 3Ask everyone to post by a set time; the lead reads them and replies to the blockers.
  4. 4Keep a shorter meeting only for the blockers, or cancel it outright.

Tools: Slack, Teams or email

How to automate this task

Quick wins

Have you tried…

Have you let an AI notetaker write your meeting notes and action items?
Tools like Copilot in Teams, Zoom AI Companion or Otter join the call, write the summary and list who owes what. You just check it and send.
Have you had AI draft a reply to a tricky or routine email?
You paste the email and say the point you want to make; the AI writes a draft you edit. Outlook and Gmail now have this built in.
Have you tried running your standup as a written check-in in chat instead of a call?
Bots like Geekbot or a Slack or Teams workflow ask everyone the same three questions each morning and post the answers. You only meet when someone is blocked.
Have you used X-ray AI that marks likely decay and bone loss on the image?
FDA-cleared tools like Pearl, Overjet or VideaHealth highlight possible findings on the X-ray in seconds. You confirm the diagnosis, and patients understand the colored image much better.
Have you tried charting perio by voice, without an assistant typing for you?
Voice perio tools record the probing depths as you say them, straight into the chart. You can chart alone and finish faster.
Have you tried a dental AI tool that drafts your clinical note while you work?
With the patient's consent, an approved tool listens or takes your dictation and writes the procedure note into your practice system for you to check and sign.
Have you had your practice's approved AI draft an insurance narrative from your notes?
AI can turn your chart notes into a clear narrative that answers what the plan needs. Use only a BAA-covered tool, and check every fact.
Do you send a booking link instead of emailing back and forth about times?
A booking link shows your free times so the other person picks one. Outlook and Google Calendar both have this built in.

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