☀️ Daily Morning Briefing & Front Desk Call Center
🎯 Target: $6,500.00 / 6 Operatories ActiveEvery morning at 7:15 AM ET, an automated prioritized call list is dispatched to front desk email. Work through today's 4-pillar queues below to protect schedule capacity and recover revenue.
Actionable relationship and care-expansion opportunities identified for today's visiting patients:
Voice AI call summaries, 2-way SMS text messages, and Open Dental EHR commlogs synchronized live.
🎙️ Voice AI Command Center — 24/7 Inbound Receptionist & Outbound Confirmations
24/7 AI inbound voice receptionist · Live appointment booking · Real-time EDI 270 triage · 2-day outbound confirmations
Real live phone calls received via +1 (610) 884-0770. Voice AI triages pain, checks EHR schedules, books into Open Dental, and syncs commlogs.
🦷 Voice-Activated Periodontal Charting
Hands-free voice numerical charting · 32-tooth 6-point probing depths · BOP & recession detection · Direct Open Dental EHR save
Chairside Voice Scribe
32-Tooth Periodontal Odontogram — Scheduled Patient
BOP: 12% — Healthy📊 6-Point Periodontal Probing Depth Grid — Scheduled Patient
| Tooth # | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15 | 16 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Facial Depths | 3 2 3 | 3 2 3 | 3 2 3 🩸 | 3 2 3 | 3 2 3 | 2 1 2 | 2 1 2 | 2 1 2 | 2 1 2 | 2 1 2 | 3 2 3 | 3 2 3 | 3 2 3 | 4 5 4 🔴 | 3 2 3 | 3 2 3 |
| Lingual Depths | 3 2 3 | 3 2 3 | 3 2 3 | 3 2 3 | 3 2 3 | 2 1 2 | 2 1 2 | 2 1 2 | 2 1 2 | 2 1 2 | 3 2 3 | 3 2 3 | 3 2 3 | 4 4 4 | 3 2 3 | 3 2 3 |
| Tooth # | 17 | 18 | 19 | 20 | 21 | 22 | 23 | 24 | 25 | 26 | 27 | 28 | 29 | 30 | 31 | 32 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Facial Depths | 3 2 3 | 3 2 3 | 3 2 3 | 3 2 3 | 3 2 3 | 2 1 2 | 2 1 2 | 2 1 2 | 2 1 2 | 2 1 2 | 3 2 3 | 3 2 3 | 3 2 3 | 3 2 3 | 3 2 3 | 3 2 3 |
| Lingual Depths | 3 2 3 | 3 2 3 | 3 2 3 | 3 2 3 | 3 2 3 | 2 1 2 | 2 1 2 | 2 1 2 | 2 1 2 | 2 1 2 | 3 2 3 | 3 2 3 | 3 2 3 | 3 2 3 | 3 2 3 | 3 2 3 |
🎙️ Clinical Voice Scribe & Real-Time Treatment Planner
Real-time voice charting of existing, planned & referred treatments · Open Dental EHR 1-click sync · Automated SOAP clinical progress notes
👤 Active Operatory Patient & Live EHR Link
🟢 Existing in Mouth (EO/EC)
0🟡 Treatment Planned (TP)
0🟣 Referred to Specialist (R)
0🔴 Findings & Conditions (Cn)
0Open Dental 2-Way AI SMS Text Messaging Hub
🟢 Live PatientXpress & commlog SyncReads incoming texts directly from Open Dental smsfrommobile · Dispatches AI & staff replies via smstomobile using (610) 558-0800
smsfrommobilesmstomobilecommlog⚡ Dental AI Agent Activity Hub
Live Telemetry & Full EHR Audit TrailComprehensive unified log of all actions taken by Dental AI agents across phone calls, web chat, chart creation, appointments, and insurance verification.
⚙️ Practice Settings & AI Customization Hub
Configure clinical thresholds, AI behaviors, voice personas, after-hours messaging, doctor credentials, and 9-module staff access.
Opal Family Dental
ACTIVE EHR LINKSubdomain: opal • Location: Glen Mills, PA
Fetch practice staff from Open Dental database and customize individual module access:
For security, each Open Dental staff member must be authorized by the practice administrator with an individual password before they can sign in.
Customize pocket depth threshold triggers and chairside voice sequences:
Configure AI documentation formatting, billing code inference, and anesthetic defaults:
Configure practice daily production benchmarks and patient opportunity thresholds:
Configure AI phone voice persona, 48h confirmation rules, and doctor emergency transfer:
Configure Open Dental text messaging rules, after-hours schedules, and human simulation delays:
Manage prescriber NPI and State Dental licenses, Doctor PIN, and clinical authentication:
Configure merchant batch processing discount rates and automated reconciliation sensitivity:
Configure practice autoclave units, weekly spore test schedules, and biological incubators:
Configure AI-powered executive performance digests delivered straight to practice leadership:
Configure real-time 270/271 benefit lookup, 835 auto-reconciliation, CARC denial appeals, and patient payment SMS links:
✨ Multi-Doctor Practice Support: Claims & billing statements dynamically bill the doctor who actually performed the procedure in Open Dental.
🏦 Deposit Reconciler & 3-Way Ledger Audit
Live 3-way automated matching • Open Dental Ledger vs. Merchant Gateway vs. Bank Feed
💳 Dental Billing, EOB Reconciliation & AI Aging Hub
⚡ Stedi Clearinghouse Live3-Way Auto-Match (Open Dental Claim ↔ 835 Remittance ↔ Bank EFT) • Contracted PPO Fee Audit • Autonomous AI Denial Appeals
📊 Insurance Aging Waterfall by Time Bucket
🎯 High-Yield Claims Action Center
LIVE OPEN DENTALRanked by AI Recoverability Score & Timely Filing Urgency
| Claim ID | Patient & Payer | Date of Service | Procedures | Fee / Est. Pay | AI Denial Risk / Reason | Timely Deadline | Action | |
|---|---|---|---|---|---|---|---|---|
| CLM-2982 |
Brenda Vuocolo
MetLife Dental (Payer #65978)
|
2026-05-18 (98d) | D4341 x4 Quads |
$900.00
Est. Ins: $720.00
|
DENIED (CO-16)
Score: 88%
Missing 6-point perio chart & bone loss X-rays
|
82 Days Left
180-day limit
|
|
|
| CLM-4998 |
Vincent Halma
Delta Dental of PA (#23166)
|
2026-07-10 (45d) | D2740, D2950 |
$1,280.00
Est. Ins: $1,024.00
|
STALLED (45d)
Score: 92%
Core buildup D2950 needs tooth fracture narrative
|
45 Days Left
90-day limit
|
|
💊 Dental Smart Rx Pad & Pharmacy Dispatcher
1-Click Clinical Protocols • Automated Allergy Screening • Direct Cloud Dispatch to CVS, Walgreens & Retail Pharmacies ($0/mo)
Tamper-Proof
📋 Practice Operations, OSHA Sterilization & Lab Hub
LIVE OSHA & CDC COMPLIANTCDC Dental Infection Prevention Guidelines · Federal OSHA (29 CFR 1910) · Pennsylvania State Board (§ 33)
Live Open Dental labcase integration · Real-time courier milestones · Automatic 48-hour chairside seat conflict alerts
Document daily autoclave cycles or certify Monday spore test in 15 seconds. NFC 1-tap enabled.
| Machine | Load # | Temp / PSI | Integrator | Operator | Status |
|---|---|---|---|---|---|
| Midmark M11 #1 | Load 01 | 270°F · 30 PSI | ✅ Class 5 Pass | Arianah | Sterile |
| Statim 5000 #2 | Load 01 | 270°F · 30 PSI | ✅ Class 5 Pass | Jada | Sterile |
| Midmark M11 #1 | Load 02 | 270°F · 30 PSI | ✅ Class 5 Pass | Joan | Sterile |
| Sterilizer | Test Date | Lot # | Test Vial | Control | Outcome |
|---|---|---|---|---|---|
| Midmark M11 #1 | Aug 17, 2026 | 3M-B409201 | Negative (Pass) | Positive (Valid) | PASS |
| Statim 5000 #2 | Aug 17, 2026 | 3M-B409201 | Negative (Pass) | Positive (Valid) | PASS |
📖 Practice SOP Playbook
🔒 READ-ONLY · FORENSIC WATERMARK ACTIVEProprietary clinical workflows, financial triage procedures, and infection control operating standards.