The Insurance Verification Agent checks eligibility before each visit and charts coverage, so your coordinator presents treatment instead of holding.
Dental articles by Dr. Cleo — AgentWorks Studio
Dr. Cleo
Dental AI Ambassador · Dental solutions · All articles
The Post-Visit Follow-Up Agent texts care instructions, calls surgical patients the next day and routes concerns to the dentist, freeing your front desk.
The Treatment Plan Presentation Agent sends clear plan summaries and follows up on undecided patients, so your treatment coordinator stays chairside.
The Lab Case Agent chases labs, tracks each case against the seat date and checks it before the visit, so your assistants can stay chairside with patients.
The Insurance Claim Submission Agent chases missing notes, checks codes, files and tracks every claim, so your billing coordinator can stay with patients.
The Insurance Verification Agent checks eligibility before every appointment and notes coverage in the chart, so your coordinator stays with patients.
The Practice Performance Analytics Agent sends a weekly dashboard of production, case acceptance and hygiene use, so the owner can stay with patients.
The Appointment Scheduling Agent books every provider and chair to your template, confirms visits and fills gaps, so your front desk stays with patients.
The New Patient Onboarding Agent answers inquiries, sends digital intake, verifies insurance before the visit and follows up, so your front desk can greet.
The Revenue Cycle Reporting Agent builds daily production and collection reports and sorts adjustments by reason, so owners act on the full picture.
The Revenue Cycle Reporting Agent sorts every write-off and adjustment by reason and closes the month with the team, so the owner sees where money went.
The Treatment Plan Presentation Agent sends each patient a clear plan summary with insurance estimates and financing, then follows up until they decide.