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

Ten modules on one platform, with modular plans. Plays nicely with the PMS you already pay for. All ten modules are live.

01 · AI Scribe 02 · Patient Summaries 03 · Voice Intake 04 · Voice Agent 05 · Patient Portal 06 · Usage Reporting 07 · 2-Way Messaging 08 · Google Reviews 09 · Voice Perio Charting 10 · Insurance Copilot Integrations

encounter · M. Alvarez · Chart #2241

Sample dataREC · 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

Deep divesDental AI software overview AI dental receptionist AI voice agent AI scribe Voice perio charting Patient intake Google reviews Insurance Copilot

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, and structure what was said into a SOAP draft, then queue it for your review and e-signature. The draft never adds clinical detail the conversation didn't contain.

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

Dental AI Scribe landing page

Encounter · M. Alvarez · Chart #2241

Sample data

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."

DR. OKAFOR"I'm seeing occlusal decay on fourteen, and some wear on the molars. We'll do a composite and talk about a night guard."

LISTENING…

SOAP · draft for review

SCold sensitivity ULL, 3w. +nocturnal clenching.

OOcclusal decay #14 on visual exam. Wear on molars.

ACaries #14. Query bruxism (pt-reported clenching + wear).

PComposite #14. Night guard consult.

DRAFT · DENTIST REVIEW REQUIRED BEFORE SIGN-OFF

summary · M. Alvarez · ready for review

Sample dataPlain language

Generated from signed SOAP

Your visit summary · Aug 14

Dentist approved

TODAY

We filled a small cavity on your upper left back tooth (#14). The tooth was cleaned and sealed with a tooth-colored filling.

TONIGHT

Chew on the other side until numbness is gone. Mild soreness is normal and should improve over 24-48 hours.

CALL US IF

Pain gets worse after 3 days, your bite feels high, or hot drinks cause lingering sensitivity.

Tone

Friendly

Reading level

Grade 6

Delivery

Email + PDF

Module 02 · Patient Summaries

Turns dental notes into patient-ready takeaways.

After the dentist signs the visit, PracticePilot creates a clear, empathetic summary patients can actually use: what happened, what to do next, and when to call the office.

Plain-language explanation of what happened today
Take-home care steps with timing and dosage reminders
When-to-call guidance for symptoms that need follow-up
Dentist review and edit before anything is sent
Delivery by SMS link, email, PDF, or the patient portal
Bilingual-ready templates for common visit types

intake · step 4 of 8 · dental history

Sample data

Step 4 of 8

Dental 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 03 · Voice Intake

Patients complete intake by speaking, not typing.

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

New patient + follow-up forms (returning is shorter)
Dental-ready 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

Dental patient intake software

Module 04 · AI Voice Agent

Handles after-hours calls and scheduling requests.

Erica is a warm coordinator who answers after-hours and configured overflow calls, handles routine questions and appointment requests, captures callback details, routes urgent calls according to practice instructions, and sends staff a call summary. Booking and appointment changes depend on the practice’s approved integration.

After-hours and configured overflow calls · 24/7 coverage on the 24/7 plan
Handles routine questions and appointment requests
Captures callback details and sends staff a call summary
Collects only name + phone + reason
Routes urgent calls according to practice instructions
Booking and appointment changes depend on your approved PMS integration

Dental AI voice agent AI dental receptionist Case study: 1,100+ after-hours calls handled

erica · live call · +1 (415) 555-0142

Sample data01:14

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

Dentist

Dr. Okafor

Slot

Today · 4:00 PM

patient.practicepilotai.com · Maria's dashboard

Sample data

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 05 · Patient Portal

Live

Patient-friendly instructions delivered with empathy.

A mobile-first portal where patients see intake progress, upcoming and past visits, plain-language summaries, notifications, and a real "contact practice" button.

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 06 · Usage Reporting

Basic usage reporting across your modules.

See how the platform is being used: calls handled, notes drafted, intakes completed, and summaries and perio charts created. Revenue attribution reporting is still in development.

Calls handled by the voice agent, grouped by call type
Notes drafted by AI Scribe
Intake forms completed
Patient summaries and perio charts created

usage · 30 day · north side dental

Sample data

CALLS HANDLED

142

last 30 days

NOTES DRAFTED

318

AI Scribe

INTAKES

completed

Calls by type · last 30 days142 calls

Appt requests

Questions

Callbacks

Urgent

Info only

Usage summary · Aug 2025

Module 07 · 2-Way Messaging

Live

Two-way texting with scheduling, from one practice inbox.

Staff send and receive texts in a single inbox and schedule messages to go out later, such as a reminder days ahead or a post-op check-in for tomorrow morning. Every message is logged and tied to the patient record.

Two-way SMS between staff and patients
Schedule any message to send later — pick the date and time
Recurring reminders tied to the appointment
Conversation history in a single inbox
Designed to work alongside the Erica voice agent

messaging · M. Alvarez · +1 (415) 555-0177

Sample data

PRACTICEScheduled · sent 24h before visit

Hi Maria — just a reminder your appointment is tomorrow at 9 AM with Dr. Okafor. Reply CONFIRM or CANCEL.

PATIENT

Confirm! See you then.

PRACTICE

Great, confirmed! We've updated your record. See you tomorrow.

Scheduled to send

Tomorrow · 6:00 PMPost-op check-in — how are you feeling?

Mar 14 · 9:00 AM6-month recall — ready to book?

Type a message…

reviews · north side dental · aug 2025

Sample data

Reviews requested this month

Left a review

Sample message sent to patient

"Hi Maria — glad we could help today. If you have a moment, we'd love a Google review. It means a lot to our small practice: g.page/northsidedental"

SENT

OPENED

REVIEWED

Module 08 · Google Reviews Automation

Live

Make it easy for patients to leave a Google review.

After a signed-off visit, PracticePilot sends a personalised review request to patients, with results shown in usage reporting.

Review request sent after visit sign-off
Same request sent to every eligible patient
Customisable message template with practice name
Sent / opened / reviewed counts in usage reporting
Link-only — no visit details shared

Dental Google review software

Module 09 · AI Voice Perio Charting

Chart a full perio exam without putting the probe down.

The hygienist calls out depths and findings as they probe. PracticePilot places each number in the right site, reads the quadrant back for confirmation, and hands you a completed chart to review — no second set of hands, no catching up after the patient leaves.

Six-point probing depths captured by voice, no typing
Bleeding, suppuration, recession, mobility and furcation
Reads back the quadrant so the hygienist can confirm
Works without an assistant chairside
Findings land in the chart for review before sign-off

AI voice perio charting

perio · alvarez, m. · upper right

Sample data

Charting by voiceLISTENING

Heard from the operatory

"Upper right six — four, five, four … bleeding on the distal."

UR8

323

UR7

334

UR6

454

UR5

223

UR4

322

Bleeding4+Pocket depth

Active coverage confirmed

PDF SUMMARY READY

insurance verification · scheduled patients

Sample data

Search patient, payer, member ID…

All 8Verified 3Partial 1Review Required 1Needs Data 2Inactive 1

PatientAppointmentNeeds attentionStatus

Maria AlvarezDelta DentalThu 9:00 AMTomorrow—Verified
James ChenCigna DentalThu 10:30 AMTomorrowMissing member IDNeeds Data
Priya PatelMetLifeThu 1:00 PMTomorrowDate of birth mismatchReview Required
Robert KingAetna DentalFri 8:30 AMIn 2 daysCoverage ended 09/30Inactive
Sofia RomeroGuardianFri 11:00 AMIn 2 daysFrequencies not returnedPartial

PATIENTS · APPOINTMENTS · INSURANCE FROM OPEN DENTAL

Module 10 · Insurance Copilot

Live

Simplify dental insurance verification with Open Dental.

Check patient eligibility, review available benefits, and organize insurance verification in one place.

Currently available for Open Dental practices only

Pulls patient, appointment, and insurance information from Open Dental
Eligibility and benefit details returned by the payer
Upcoming appointments organized in a verification queue
Flags missing information, inactive coverage, and conflicting details
Insurance card uploads and verification history
Downloadable PDF verification summaries

$299 per location/month · 400 verifications included, then $0.50 each

Dental insurance verification

Works With Your Existing Systems

PracticePilot AI layers on top of Open Dental, Dentrix, Eaglesoft, Denticon, Curve, PracticeWorks, DSN, and DEN. No system replacement. No heavy IT lift.