One platform. Every workflow that doesn't need a dentist.

Five modules. One contract. Plays nicely with the PMS you already pay for. Tour what your team gets on day one.

01 · AI Scribe 02 · Voice Intake 03 · Voice Agent 04 · Patient Portal 05 · ROI Dashboard 06 · Integrations

encounter · M. Alvarez · Chart #2241

REC · 02:47

DRAny sensitivity to cold?

PTYes — top left, a few days now.

DRWe'll check #14. Looks like a small cavity.

LISTENING…

SOAP · auto draft

SCold sensitivity, upper left

OPercussion positive #14

ACaries #14, moderate

PComposite fill|

v4 · syncing

Time saved

4m 22s

this visit

Accuracy

98.4%

last 30 days

Today

12 visits

8 signed

Status

Signed & synced

Next patient

Intake complete

Module 01 · AI Dental Scribe

Automatically transcribes visits into structured SOAP notes.

Record the visit like you'd record a voice memo. We diarize, transcribe, structure into SOAP, write a patient summary, and queue it for your e-signature.

Live waveform + pause/resume during the visit
Speaker diarization (dentist · hygienist · patient)
SOAP draft + patient-friendly summary, side by side
Detail levels: Concise / Standard / Detailed
Version history of every edit
Dentist e-signature workflow with status pipeline

Encounter · M. Alvarez · Chart #2241

REC · 02:47

DR. OKAFOR"Tell me about the sensitivity."

PATIENT"Started about three weeks ago. Cold drinks mainly. Upper left."

DR. OKAFOR"Any pain when you're not drinking?"

PATIENT"Sometimes when I wake up. I think I clench."

LISTENING…

SOAP · auto draft

S38F. Cold sensitivity ULL, 3w. +nocturnal clenching.

OBP 118/76. Caries #14 (ICDAS 4). No PD >3mm.

ACaries #14. Mild gingivitis. R/o bruxism.

PComposite #14. Night guard consult.

PIPELINE · IN PROGRESS → READY FOR REVIEW

intake · step 4 of 8 · medical history

Step 4 of 8

Medical history

Listening · speak naturally

Or tap any field to type

"I take Lisinopril 10mg once a day for blood pressure. Allergic to penicillin — gives me hives. No surgeries in the past five years."

Current medicationsLisinopril · 10mg · dailyFILLED

Drug allergiesPenicillin · hivesFILLED

Surgical history (5y)None reportedFILLED

Pregnancy / nursingPending…ASK NEXT

Module 02 · Voice Intake

Patients complete intake by speaking, not typing.

An 8-step guided intake — demographics, insurance, dental + medical history, medications, allergies, consents, e-signatures. Voice-first. Save & resume. Staff review drawer. PDF export.

New patient + follow-up forms (returning is shorter)
Deepgram Medical transcription, validated in real time
Staff "on-demand intake" — start for walk-ins or phone
Resend intake link by SMS / email
Section-by-section staff approval + correction workflow
Open Dental write-back after sign-off

Module 03 · AI Voice Agent

Handles after-hours calls and scheduling requests.

Erica is a warm, HIPAA-minimal coordinator who answers your dedicated practice line. She books, confirms, reschedules, cancels — and routes true emergencies to the right path.

Inbound + outbound · 24/7 · dedicated number
Tools: availability, book, find, reschedule, cancel
Logs callback requests after hours
HIPAA-minimal · collects only name + phone + reason
911 routing for true emergencies
Pro tier feature · included with Pro plan

erica · live call · +1 (415) 555-0142

01:14

Erica

CALL FROM · J. RODRIGUEZ · NEW PATIENT

CALLER"Hi, do you take Delta Dental? My back tooth is killing me."

ERICA"We do take Delta Dental. I'm sorry you're in pain — let me get you in. Can I take your name and number?"

CALLER"James Rodriguez, 415-555-0188."

ERICA"Thanks James. I have tomorrow at 9 AM with Dr. Khalil, or today at 4 PM with Dr. Okafor. Which works?"

CALLER"Today at 4."

ERICA"Booked. I'll text you a confirmation and an intake link. See you at 4."

Outcome

Booked

Provider

Dr. Okafor

Slot

Today · 4:00 PM

patient.practicepilotai.com · Maria's dashboard

Welcome back, Maria

Next visit · Sep 12

Intake

3 steps remaining

Last visit summary

Aug 14 · Dr. Okafor · Filling #14, all good.

Your visit summary · Aug 14

From Dr. Okafor

We filled a small cavity on your upper left back tooth. Here's what to do tonight:

Take ibuprofen if sore. Avoid hot drinks for 4 hours.
Avoid sticky or hard foods for 24 hours.
Call us if pain lasts more than 3 days, or if hot causes sensitivity.

Module 04 · Patient Portal

Patient-friendly instructions delivered with empathy.

Intake progress, upcoming visits, past visits, plain-language summaries, notifications, and a real "contact clinic" button. Built mobile-first.

Visit summaries with action items + when-to-call
Save & resume any intake from any device
Notifications center · acknowledge flow
Incident / issue reporting with attachments
Threaded comments with practice support

Module 05 · ROI Dashboard

Track time savings, revenue impact, and patient engagement in real time.

Hours saved on charting. Intake completion. After-hours bookings. Revenue impact. Trend charts. Downloadable monthly ROI PDF. The case for keeping us, written by the system.

Hours saved by AI Scribe · per provider
Intake completion rate + drop-off analysis
Voice agent: booked / canceled / rescheduled / callback
Revenue from after-hours bookings · attributed
Monthly ROI PDF · email-ready for owners
Audit logs · for compliance reviews

analytics · 30 day · north side dental

HRS SAVED

86.2

+12% MoM

INTAKE %

vs 62% paper

REVENUE

$4.8K

after-hours

Call outcomes · last 30 days142 calls

Booked

Confirmed

Rescheduled

Callback

Info only

Owner-ready PDF · Aug 2025

Works With Your Existing Systems

PracticePilot AI layers on top of Dentrix, Open Dental, Eaglesoft, Curve, DSN, and other major systems. No system replacement. No heavy IT lift. Deploy in days.