AI receptionist for dental practices. Give new-patient inquiries a clear next step.

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.

How does an AI receptionist handle new patient calls for a dental office?

Chleb AI captures dental appointment requests and routes insurance questions to your office. Review intake fields and calendar access before launch.

Illustrative fictional scenario: Caller at 6:15pm asking about a new-patient cleaning.

What the caller actually hears

The front desk can check your plan. I can record the plan name with an appointment request. Are you looking for a cleaning or another type of visit?

A sample call for your front office.

Illustrative fictional scenario: Caller at 6:15pm asking about a new-patient cleaning.

Caller
I am looking for a new dentist. Do you take Delta Dental PPO?
Chleb AI
The front desk can check your plan. I can record the plan name with an appointment request. Are you looking for a cleaning or another type of visit?
Caller
A cleaning. Thursday afternoon would be best.
Chleb AI
I can note Thursday afternoon as your preference. The practice will confirm the appointment and any insurance details. What first name should I put on the request?
Caller
Sarah.
Chleb AI
Thank you, Sarah. What callback number should the front desk use? Please save member numbers and health details for the intake process the practice provides.

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

Before you forward real calls

Use fictional caller details and a test account. Run these checks with your team before relying on the workflow. These are setup checks, not results from a customer deployment.

  1. Approved new-patient intake

    Pass evidence: Use fictional patient details and an approved test calendar to request a new-patient exam. Only configured intake fields are collected and the appointment lands in the intended calendar with the request details.

    If it fails: If required information is missing or delivery fails, send the request to practice staff for review instead of confirming the appointment.

  2. Availability without eligibility promises

    Pass evidence: Vary a fictional caller's requested provider, time and insurance question. The system offers only configured availability and routes insurance or eligibility questions to the practice.

    If it fails: Do not promise coverage, clinical suitability or a treatment outcome; provide the configured staff callback or message path.

  3. Failed delivery of an intake request

    Pass evidence: In a test environment, make calendar or practice-notification delivery fail after fictional intake details are submitted. The practice can see the failed delivery.

    If it fails: Do not represent an appointment as confirmed; give the caller a staff callback or message path without an eligibility promise.

Chleb AI in Tampa, Florida

Chleb AI is based in Tampa, Florida, and configures this dental call flow for practices in Tampa and across the United States. The published prices are $297 a month for the CRM, $899 a month for AI Receptionist + Chatbot, and $997 a month for the Front Office Bundle.

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.

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