New patient intake
Ask the office questions you want answered before booking.
Dental New Patient Booking While Your Front Desk Is Busy
Our dental new patient booking service answers forwarded calls and books appointments into Google Calendar, or gathers details for your callback. Try a fictional new patient or recall request in the demo before choosing your office workflow.
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Handle new patient and recall requests on the call
Your receptionist handles booking requests when your team is helping patients or away from the phone. Choose Google Calendar booking or a message your front desk can use for a callback.
Recall requests
Take incoming requests for cleaning visits while your team is occupied.
Callback option
Collect appointment details when your staff should confirm the visit themselves.
More detail
Your receptionist gives callers a way to request a visit during lunch, after closing, or while the desk is busy. It answers as your business, explains that it is a virtual assistant, and announces recording before gathering the booking details.
For incoming dental recall calls, the task is to help with a requested visit. This is not an outbound recall campaign. A fictional patient, Morgan, might call to arrange a cleaning; the receptionist follows your booking instructions or takes a message for your team. You decide which approach fits the way your office manages appointments.
From the first question to the appointment request
The receptionist asks your intake questions, gathers the visit request, and books into Google Calendar or records callback details. Your team receives a call summary to review afterward.
Identify the request
Establish whether the caller wants a new visit or recall.
Gather the details
Use the questions and appointment instructions your office supplies.
Finish the intake
Book into Google Calendar or leave your team a callback message.
More detail
Imagine a made-up new patient, Taylor, calling while your desk is helping someone in the office. The receptionist asks your intake questions and follows the appointment approach you selected. If Taylor asks about insurance benefits, it records the question for your team without verifying coverage or quoting what the plan pays.
Your email and app push alert include a summary, transcript, recording, and urgency tag. Your staff can review the request and enter relevant details into your practice software. Read about insurance question intake if benefits questions are often part of your booking calls.
Choose calendar booking or a callback workflow
You choose how appointment requests are handled and provide the office information behind each conversation. Setup covers your services, hours, intake questions, and the instructions your receptionist should follow.
Booking preference
Select Google Calendar appointments or details for your front desk's callback.Office knowledge
Share your website, hours, services, and questions for new callers.Simple changes
Tell the AI in plain words when your office instructions change.
More detail
We use your onboarding answers and website to learn how your office wants calls handled. Explain which appointment requests you accept, what callers should be asked, and when your team should return the call. Your setup should reflect the work your front desk can carry through after intake.
Google Calendar is the booking option available at launch. If your office manages appointments in practice software, use callback intake where staff need to check that schedule themselves. Make a test call before going live and review how the receptionist handles a new patient request and a recall request.
Understand the schedule and clinical boundaries
The receptionist does not read your practice-management schedule or decide which treatment a caller needs. It books into Google Calendar or takes appointment details for your team to review.
Schedule boundary
Practice software appointments need staff review; direct software connections are planned.
Clinical questions
Your dental team decides care; the receptionist gathers and routes messages.
Patient information
Check the pending status (no business associate agreement is in place) before using real patient information in your workflow.
More detail
A booking conversation is a front-desk task. If the caller describes a clinical concern, the receptionist follows your routing rules to reach the clinician instead of choosing care. Safety scripts direct emergencies to 911 and crisis calls to 988. Insurance questions stay with your team for review.
Our HIPAA position is the pending status (no business associate agreement is in place). Until the status is set, the service must not be used with protected health information. For scheduling, check the current software connection status before deciding how staff will move information from a call summary into your office's appointment system.
Try a new patient call and a recall request
The demo lets you test a fictional booking conversation without signing up. Use a made-up patient to hear the intake questions and see how the receptionist handles a visit request.
New patient scenario
Ask for a first visit using entirely fictional personal details.
Recall scenario
Request a cleaning and listen to how the booking conversation develops.
Lunch-hour scenario
Try a rescheduling request while imagining your front desk is away.
More detail
Start the appointment conversation demo and ask for a new patient visit at the fictional office. Add an insurance question to hear the boundary between taking a message and verifying benefits. Then try a recall cleaning or a reschedule request during lunch hour.
Use made-up names and appointment details because the demo records and transcribes the conversation. Listen for useful questions and a clear explanation of what happens next. For your own office, request a free booking trial; we email your sign-in link when your trial is ready. Use email sign-in and the AI onboarding chat, then test your chosen booking workflow.
Quick answers
Does the receptionist read my dental practice schedule?
It does not read your practice-management schedule. Google Calendar booking is available, or the receptionist can take details for your staff to call back after checking your office schedule. Choose the callback approach when your team needs to confirm the appointment in its own software.
Can it help callers book recall cleaning visits?
Yes. It can handle an incoming recall booking request using your office instructions, with Google Calendar booking or callback intake. It does not run outbound recall campaigns. Try a fictional recall cleaning conversation in the demo to hear how the receptionist gathers the request.
What if a new patient asks whether insurance will pay?
The receptionist notes the insurance or benefits question for your team. It does not verify coverage or quote what an insurer will pay. Your staff can review that question alongside the appointment request in the summary, then return the call with the information they have checked.
Can a Spanish-speaking patient request an appointment?
Yes. Your receptionist speaks English and Spanish, and callers can switch languages during the call. It uses the same office knowledge and booking instructions for the request. You can try the Spanish-speaking patient scenario in the browser demo with fictional details before setup.
Can I try appointment handling before forwarding calls?
Yes. The browser demo needs no signup and lets you try fictional new patient, recall, and rescheduling scenarios. Request a free trial to configure your own office; we email your sign-in link when your trial is ready. A card is required before call forwarding goes live, and setup includes a test call.
Try your next booking conversation in the demo
Speak as a fictional new patient or returning caller. Request a free trial to choose booking or callback intake; we email your sign-in link when your trial is ready.