Workflows

See how dental work moves from intake to action.

1DentalAI connects intake, eligibility, clinical documentation, treatment follow-up, RCM, and analytics with source evidence and human review.

New patient to first appointment

1

Signup / portal invite

2

Insurance eligibility

3

Treatment plan

4

Checkout

5

Ledger posting

Insurance eligibility to claim payment

1

EDI 270 check

2

Benefit evidence

3

Claim submission

4

ERA posting

5

Denial appeal

Voice encounter to signed chart note

1

AI scribe transcript

2

CDT suggestions

3

Provider review

4

Note signed

5

Audit trail

PMS migration in one session

1

Connect existing PMS

2

Extract patient data

3

Map schema

4

Import records

5

Go live

Ready to see the platform workflow?

A walkthrough can be matched to your PMS, payer mix, phone setup, and practice size.

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