Give new-patient and returning-patient callers a way to request an appointment after your front desk closes. Chleb configures the questions and staff handoff with your practice. Your team approves intake fields, verifies coverage and confirms scheduling; a named practice system is not a proven connection.
Your rules come first.
During setup, we review:
- New-patient capture is the single biggest revenue lever for a dental practice. We optimize for it.
- Insurance info captured on configured intake calls and queued for your front desk before the appointment
- Vertical-tuned vocabulary, not generic answering-service script
- Dentrix, Open Dental, EagleSoft, Curve, and Denticon compatibility assessed during setup; verify the account before promising a connection
- Configured missed-call follow-up for after-hours inquiries
Configured per trade
Built around the calls you already take.
The calls you get
- New patient inquiry (insurance intake + consultation booking)
- Existing patient recall (schedule next cleaning)
- Caller-reported urgent dental concern routed under practice-approved staff rules
- Insurance benefit verification (callback during business hours)
- Treatment plan questions (route to treatment coordinator)
- Cosmetic and Invisalign consultations (sales-qualified handoff)
Your callers’ words
- PPO vs HMO vs fee-for-service, in-network vs out-of-network
- common procedures: cleaning, exam, x-rays, crown, root canal, extraction, whitening, Invisalign
- new-patient vs recall, hygiene-only vs comprehensive
- specialty referral patterns (oral surgery, endo, ortho)
- deductible vs annual max language
Tools we check for
- Dentrix (compatibility assessed during setup; verify the account)
- Open Dental (compatibility assessed during setup; verify the account)
- EagleSoft (compatibility assessed during setup; verify the account)
- Curve Dental, Denticon (compatibility assessed during setup; verify the account)
- PMS webhook path, subject to account access and a successful test
These practice-management systems are compatibility candidates, not verified Chleb connectors. Confirm account permissions, approved intake fields, privacy requirements, booking writes, duplicate handling, and failed delivery during setup.
What to verify in a custom integration
Frequently asked questions
What if a new patient calls with a broken tooth and is in pain right now?
During setup we can configure the call flow so a pain call gets flagged as urgent and routed for your practice to confirm the earliest eligible slot instead of the standard new-patient exam.
Can it handle an existing patient rescheduling a cleaning?
Yes. During setup we can configure the flow so existing patients skip the new-patient intake questions and go straight to rebooking the next cleaning.
What about an Invisalign or cosmetic consult inquiry?
The AI can request the consultation and flags the interest so your treatment coordinator can follow up prepared.
Is this a per-call answering service or a flat monthly subscription?
Chleb AI is a flat monthly subscription: CRM at $297 a month, AI Receptionist + Chatbot at $899 a month, or the Front Office Bundle at $997 a month. Call minutes and emails are billed separately at carrier cost, not per call.
Does it write appointments back into Dentrix or Open Dental automatically?
Dentrix, Open Dental, EagleSoft, Curve Dental, and Denticon compatibility is assessed during setup; verify the account before promising a connection. For a practice-management system outside that list, we assess whether an authorized webhook path is available and test it before offering it.
What happens on a treatment-plan question about work discussed at a prior visit?
The AI takes down the details and routes the call to your treatment coordinator instead of trying to answer clinical or financial specifics itself.
What if a caller has a general insurance benefits question rather than a new appointment?
The AI captures the question and routes it as a callback during business hours instead of quoting coverage details on the call.
When does a new patient get the intake form, before or after the visit?
The AI can send an intake-form link after the appointment request is verified; your practice confirms the appointment and address details.
Is the AI HIPAA-aware?
Review approved intake fields, access, retention and required agreements with your practice before launch. Use the practice-approved intake process for sensitive details. Naming a practice-management system does not establish a compliant or working connection.
Can it verify insurance?
Real-time payor verification is not integrated. The flow can record a plan name and a question for the front desk. Your practice decides which additional details belong in its approved intake process and verifies coverage itself.
What if a caller is in pain and needs to be seen today?
Emergency calls can trigger a priority review flow; your practice confirms the earliest eligible slot and any configured alert path.
Will it understand specialty terms?
Yes. The model is tuned with dental vocabulary (apicoectomy, supernumerary, occlusion, etc.). For specialty referrals beyond your scope, the AI captures the request and routes it to your referral coordinator.