Dental Acquisition

Every inbound dental inquiry becomes a new patient record in your EHR—captured, booked, and ready for arrival

New patients call with questions about services, pricing, or to schedule first visits. The AI answers questions, captures demographics and health history, books the appointment, and creates a patient record in your EHR—all in one conversation.

How it pays back

Convert every new patient inquiry to a booked appointment

No more voicemail tag-of-war or delayed callbacks that cost new patients. The AI answers instantly, removes friction, and secures the booking in one call.

Reduce front desk barrier to first visit

New patients don't sit on hold or navigate a phone tree. They get a conversational greeting, answers, and a confirmed slot within minutes.

Gather critical intake data before arrival

By appointment day, your chart is populated with health history, allergies, and treatment expectations. The dentist sits down with full context.

Eliminate new patient paperwork hassle

Phone-captured intake summaries replace clipboard forms. Patients arrive ready for the chair, not spending 15 minutes filling forms.

Every call answered

No missed new patient leads; all inquiries captured

New patient records created in your EHR

Name, DOB, phone, and contact reason pre-populated; intake details provided as structured summary for staff

Appointments booked to your schedule

Booking confirmed and synced to your EHR in seconds

Insurance summary provided

Captured on call, returned for staff verification and filing

Frequently asked questions

What if a new patient has an emergency and needs to be seen today?

The AI identifies emergency keywords ('severe pain,' 'swelling,' 'unable to chew') and immediately escalates to staff or an on-call provider. The patient is kept informed of next steps.

How does the AI answer questions about specific procedures or pricing?

You configure common FAQs and pricing information in the AI settings. The AI can answer general questions ('How much is a cleaning?'). Complex or quote-based questions are escalated to staff for callback or live transfer.

Can I customize the new patient greeting for my practice?

Yes. You configure the greeting, practice information, and intake questions to match your practice voice and workflow. The AI learns your standard responses and applies them consistently.

What if the patient's insurance isn't accepted?

The AI can note insurance details and present your accepted plan list. If there's a mismatch, it can offer self-pay information or note for staff callback. The patient can still book; staff handle coverage discussion later.

Does the new patient record sync to my EHR immediately?

Yes. The new patient record, including name, DOB, phone, and initial contact reason, is created in your EHR within seconds. Health history, allergies, medications, and insurance details are returned as a structured, EMR-pasteable summary for staff review and filing.

Related reading

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See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.

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Dental New Patient CRM: Intake to Chart in One Call | Medreception AI