Opalforce — Growing Practices. Digitally.

Treatment Coordinator AI

Help patients take the next approved step.

Helps patients move forward with the plan their dentist already made.

Try the demoTalk to us

Try the demo

Tracks each patient's treatment plan and drafts the next reminder.

1

Tick which treatment stages are already done.

2

Change the insurance pre-approval or the patient's contact permission.

3

Pick a patient question and see who it goes to.

What to look for

It drafts a message only when the next step is ready and the patient agreed to be contacted.

Sample workspace · fictional data. No live calendar, payer, messages, payments or chart are connected. Results stay in this browser tab and clear when you reset or leave.

Completed stages
Insurance pre-approval for crown
Contact consent
Patient question

Next step: Filling, lower left

Text draft · not sent

Hi Sam, this is Willow Dental. Dr. Patel's plan lists "Filling, lower left" as your next step. Would you like help finding a time? Reply STOP to opt out.

The plan itself never changes here. No diagnosis, prescription or financing approval.

What it does

  • Starts from a plan your dentist approved
  • Finds the next eligible stage
  • Waits on pre-approval when needed
  • Sends clinical questions to the dentist

How it works

  1. 1Starts from a plan your clinician approved
  2. 2Checks how the patient likes to be contacted
  3. 3Sends clinical questions to your team
  4. 4Helps book the next eligible step

Uses

  • • Clinician-approved plan
  • • Completed stages
  • • Contact consent and preferences

Produces

  • • The next eligible step or what blocks it
  • • A follow-up draft for review
  • • A routed question

Practice setup

  • • Connect plan data from your system
  • • Approve message wording
  • • Set who answers clinical questions

Your team decides

Never changes a plan, prescribes, or approves financing.

Questions about Treatment Coordinator AI

Live use depends on a connection we assess and test for your practice systems.

How practice connections work
Can it change a treatment plan?
No. Only your clinician changes the plan.
Does it approve financing?
No. Cost questions go to your billing team.
What if the patient has no contact consent?
No message is drafted. Your team can discuss it at the next visit.

Works well with

Plan Treatment Coordinator AI for your practice.

Talk to us