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Offices of Dentists

NAICS 621210 · Ambulatory Health Care Services · SBA size standard: $9 million average annual receipts

Dental practices run on a tight chair schedule, insurance paperwork, recall programs and infection-control routines. The specialists keep chairs full, claims clean and checklists done, while clinical decisions stay with the dentist.

Start with these bots

What makes this business different

  • Recall and hygiene scheduling
  • Insurance verification, pre-authorizations and claim follow-up
  • Sterilization and infection-control logs
  • Supply and lab case tracking
  • Protected health information must stay in approved systems

Specialist bots

  • a dental front desk coordinator reviewing the day's schedule on a monitor in a bright modern reception area

    Schedule and Recall Coordinator

    Keep hygiene and doctor chairs full and recalls current.

    Works in: Ambitious Tasks, Process Optimizer · Workflows: Chair scheduling and recall

    Automates

    • Lists recalls due
    • Drafts reminders
    • Suggests short-notice fills

    Stops for a person

    • Front desk confirms changes with patients
    • Works only with de-identified or approved-system data
  • a dental office billing coordinator at a desk with insurance forms and a phone, panoramic x-ray on a second screen blurred

    Insurance and Claims Coordinator

    Prepare eligibility checks, pre-authorizations and claim follow-ups.

    Works in: Ambitious Tasks, Ambitious Docs · Workflows: Insurance verification and claims

    Automates

    • Builds checklists per payer
    • Tracks claim aging
    • Drafts appeal letters for review

    Stops for a person

    • Coding and clinical narratives are approved by the dentist or billing lead
    • A person submits every claim and appeal
  • a dental assistant in scrubs and gloves loading instrument cassettes into an autoclave in a sterilization room

    Infection Control Checklist Keeper

    Run daily sterilization and infection-control checklists and keep the logs complete.

    Works in: Ambitious Tasks, Ambitious Sheets · Workflows: Sterilization and infection control

    Automates

    • Generates daily checklists
    • Logs spore test results
    • Tracks training renewals

    Stops for a person

    • Failed tests trigger a human response plan
    • The bot never certifies compliance
  • a dental assistant checking shelves of labeled supplies in a clean stockroom

    Supply and Lab Case Tracker

    Keep supplies at par and lab cases arriving before seat appointments.

    Works in: Ambitious Tasks, Ambitious Sheets · Workflows: Supplies and lab cases

    Automates

    • Drafts supply orders against par levels
    • Matches lab due dates to appointments
    • Flags late lab cases before the seat date

    Stops for a person

    • Purchases are approved by the office manager
    • The dentist decides any change to a case or treatment
  • a dentist explaining a treatment plan to a patient in a dental chair using a tablet

    Treatment Plan Follow-up

    Help patients schedule accepted treatment they have not booked.

    Works in: Ambitious Tasks, Ambitious Docs · Workflows: Treatment plan follow-up

    Automates

    • Lists open treatment plans
    • Drafts follow-up messages for staff
    • Tracks scheduled, declined and unanswered plans

    Stops for a person

    • Clinical advice and financing terms come from people
    • A person sends every message

Workflows

Chair scheduling and recall

Starts when: Daily and when recalls come due

  1. List patients due for recall
  2. Draft reminders
  3. Fill open chairs from the short-notice list
  4. Balance hygiene and doctor time

Watch for: No-shows and same-day cancellations; Procedures need specific chair time

Insurance verification and claims

Starts when: Before each appointment and after treatment

  1. Prepare the eligibility checklist
  2. List pre-authorizations needed
  3. Track claim status and denials
  4. Draft appeal packets

Watch for: Payer-specific rules; Attachments such as X-rays and narratives

Sterilization and infection control

Starts when: Every clinic day

  1. Generate the daily sterilizer and waterline checklists
  2. Log each spore test result with its date
  3. Track the instrument cycle log for each sterilizer
  4. Remind staff of training renewals
  5. Flag any missing entry before the end of the clinic day

Watch for: Weekly spore testing; Records retention

Supplies and lab cases

Starts when: Weekly and when cases ship

  1. Compare supply counts with the office's par levels
  2. Draft supply orders for the office manager
  3. Track each lab case's due date against the seat appointment
  4. Flag cases that will not arrive in time so the schedule can change
  5. Record deliveries and returns

Watch for: Lab cases must arrive before the seat appointment

Treatment plan follow-up

Starts when: Patient leaves with unscheduled treatment

  1. List treatment plans the patient has not yet scheduled
  2. Draft follow-up messages using wording the dentist approved
  3. Track whether the patient scheduled, declined or has not replied
  4. Hand patients who want to schedule to the front desk
  5. Leave clinical questions for the dentist

Watch for: Clinical content comes from the dentist

Bot templates for this industry

Source: U.S. Small Business Administration, Office of Size Standards, Table of Small Business Size Standards Matched to North American Industry Classification System Codes, version March 2023 (effective 2023-03-17, NAICS 2022). Size standards are shown for reference only.