AI treatment follow-up rep for dental practices · James AI
Epic

For dental practices

Treatment follow-up rep

Follows up through NexHealth with patients whose planned treatment isn't booked yet, and books their pick.

Early access. Before James works with patient records, we sign a HIPAA business associate agreement with your practice. Book a call and we will tell you where it stands.

  • Dentrix
  • NexHealth
Join early access

A replay with a made-up business and made-up data, so you can see each step.

How he does it

7 steps, the same way every time, and one place where he asks you first.

  1. StartsEvery Monday at 9:00
  2. 1Pull the unscheduled treatment list from DentrixDentrix
  3. 2Skip anyone already booked or with a note to waitDentrix
  4. 3Draft a short note with open times, nothing clinical
  5. 4Ask you first before sending the notesHe asks you first
  6. 5Send them through NexHealthNexHealth
  7. 6Book the time each patient picks in DentrixDentrix
  8. 7Text you who booked and who has questions for the team
  9. What you getA note with open times to every patient whose treatment isn't booked, and their questions passed to your team.

This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.

More Jameses for dental practices

CommonWatch

Dental practices Early access

Front desk inbox

Answers patient texts about times, forms and bills in Weave, and hands pain or care questions to your team.

RareWatch

Dental practices Early access

Insurance verifier

Verifies each patient's dental benefits before the visit and notes what's left for the year in Dentrix.

CommonWatch

Dental practices Early access

Review manager

Asks every patient for a Google review through NexHealth and replies without ever confirming who is a patient.

CommonWatch

Dental practices Early access

Hygiene recall rep

Finds patients due for a cleaning with nothing booked and sends them a link to book through NexHealth.

See all 9 Jameses for dental practices