Start with the connection. Prove the complete task.
All ten dental agents are built. Putting them to work for your practice starts with dependable access to your systems, your rules and a tested rollout that your team can supervise and expand.
Assess
We identify your PMS, version, available access and back-office systems. We review the personal agent you want to use and confirm which connections can be supported before proposing a deployment.
Scope
We agree on one complete task, starting with booking where supported. Together we define who can act, which patient details they may use, your scheduling rules and when staff should step in.
Test
We test the journey from a person's instruction to the result in your practice system. We also check identity, unavailable slots, duplicate requests and interrupted connections before calling the workflow ready.
Launch
Your team approves a limited rollout of the tested workflow. Only agreed actions and connections go live, with a clear way to review results, pause activity and hand work to a person.
Expand
We review completed work and exceptions with your team. Appointment changes, intake, insurance and other capabilities are added only after their access, rules and results have been tested.
Assess
We identify your PMS, version, available access and back-office systems. We review the personal agent you want to use and confirm which connections can be supported before proposing a deployment.
Scope
We agree on one complete task, starting with booking where supported. Together we define who can act, which patient details they may use, your scheduling rules and when staff should step in.
Test
We test the journey from a person's instruction to the result in your practice system. We also check identity, unavailable slots, duplicate requests and interrupted connections before calling the workflow ready.
Launch
Your team approves a limited rollout of the tested workflow. Only agreed actions and connections go live, with a clear way to review results, pause activity and hand work to a person.
Expand
We review completed work and exceptions with your team. Appointment changes, intake, insurance and other capabilities are added only after their access, rules and results have been tested.
How each part actually gets done.
Agent connections are scoped separately from existing website, insurance and compliance services. Choose the work your practice needs; each service has a clear delivery plan.
Connect the Practice
Personal agents, dental specialists and your practice systems.
- 1Check the actual PMS and back-office access available to your practice
- 2Set patient identity, staff permissions and information-sharing rules
- 3Test one booking journey and its confirmation in the practice system
- 4Scope additional dental specialists and optional voice or chat channels
Get Found Online
Your website, search presence and patient enquiries.
- 1Review your current site, Google listing and patient journey
- 2Build pages for your services, insurance and doctors
- 3Connect the agreed enquiry or booking path
- 4Improve content and search performance as part of your selected service
Insurance Verification
Patient eligibility and benefits checked before the visit.
- 1We learn how your team handles patient insurance today
- 2Patient and plan details come to us for checking
- 3We check available eligibility and benefits with the payer
- 4Your team gets one clear summary before the visit
Paperwork Done for You
OSHA, HIPAA, infection control and radiology paperwork, done for you.
- 1We collect your current paperwork and renewal dates
- 2We build your calendar around your dates, not a generic one
- 3We prepare and file each item, and only ask you for what we truly need
- 4Your records stay saved and ready as one PDF whenever an inspector asks
One appointment journey, tested from request through confirmation in your practice system.
What must be ready before launch.
These are acceptance checks for the proposed connection, not a promise that every system or agent is supported. Your launch scope is agreed after assessment.
Tell us which practice system you use.
We'll review the connection options and the first task you want a personal agent to complete.