Order from the cases

AI workflows for dental offices: what to automate first

Missed calls, then insurance verification, then recall, then notes. The order follows the front-office work in the cases we have. It is not a ranking from a study.

Short answer

Start where the phone is already dropping calls, then the insurance check that still takes a person, then patients who are due back, then the note. A step is included only when a case covers it. If that case does not state time saved, the step says so.

  1. Missed calls

    Arini reports that Wolfe Dental was missing as many as 500 calls a month, and about 50 after the AI took overflow and after-hours calls. Vendor-reported. The case does not state hours of staff time saved. About 50 calls a month were still missed, which Arini says were transfers staff did not pick up. A separate call-log audit counted completions, not hours saved: 263 of 637 calls where someone wanted something done, and that count includes messages. The calculator is an estimate from numbers you type. It is not a result from these cases.

  2. Insurance verification

    Overjet reports that Bridge Mill Dental Care saves 15+ hours a week on manual insurance checks and phone calls (case study, December 2025). Vendor-reported. A testimonial on Overjet's undated Ivy page says four hours a day. The case says neither figure explains how the time was measured. The practice's price is not published. A dentist who cancelled DentalXChange Eligibility AI estimated maybe a minute or two on easy checks, and said a crown was shown as 50% covered when coverage was 0%.

  3. Recall

    Resonate reports that its recall agent contacted 3,332 patients at Mosaic Dental Collective and that the AI booked 433 recall appointments. Vendor-reported. The case does not state time saved, a price, or the dates the counts cover. Example reminder text with no patient data is on the scheduling and recall hub.

  4. Notes

    Bola reports that hygienists saved about 18.5 minutes a day in a voice perio pilot across 27 Heartland Dental-supported offices. The study says the figure assumes an even mix of new and re-care patients. Bola's documents in the case disagree on price. The scribe roundup is not one time-saved figure and is not a trial of one product against another.

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