Smarter Week

How to automate it

How to automate “answer the phones: bookings, insurance questions and emergencies”

Here are 2 ways to spend less time on this, best first. Each comes with steps you can follow today.

120 min
typically, every day
50%
of the time can be automated
Some setup
to set up

Fix 1 of 2

Software featureBest fix

Let a dental AI phone agent answer routine calls and insurance questions

Dental AI receptionists answer around the clock, book into your real schedule, collect insurance details and route emergencies to staff. Some also call payers to verify benefits.

Typically saves about 40% of the time3 h to set up
  1. 1Pull a week of call reasons from your phone system.
  2. 2Trial an AI phone agent built for dental with a BAA that connects to your practice system (for example Arini, or Weave's AI Receptionist where available).
  3. 3Set clear handoff rules: emergencies, upset callers and clinical questions go to a person.
  4. 4Listen to a sample of calls weekly and fix wrong answers.
  5. 5Only use tools your practice has approved and covered by a HIPAA business associate agreement (BAA) for anything with patient information.

Tools: Arini · Weave AI Receptionist · SuperDial (payer calls)

Fix 2 of 2

Software feature

Let patients book online and text the ASAP list when a slot opens

Online booking that reads your real schedule takes new patients and cleanings any time, and a text to the ASAP list fills a cancellation in minutes instead of a round of calls.

Typically saves about 40% of the time2 h to set up
  1. 1Turn on online scheduling for simple visit types (new patient exam, cleaning, emergency) in your booking tool (NexHealth, Weave, LocalMed or your practice system).
  2. 2Set rules for which providers, chairs and times can be booked online.
  3. 3Keep an ASAP list and use mass text to offer openings first-come, first-served.
  4. 4Add the booking link to your website, Google Business Profile and reminders.

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

Quick wins

Have you tried…

Has your office tried an AI phone agent built for dental practices?
Dental AI receptionists answer calls day and night, book into your real schedule and pass emergencies to staff. They must be covered by a HIPAA agreement.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

HourLeak · the 8-minute work audit

How many hours does this cost you?

The free 8-minute check works out where your week goes and gives you your top fixes. The team scan does the same for everyone and adds it up, so you know which leaks to fix first.

Answers are anonymous. Leaders only see team totals.

Other common tasks for Dental office managers / treatment coordinators