Answer practical questions from approved information
Opening hours, location, services listed on your website and instructions for requesting an appointment are useful front-desk topics. Insurance participation and payment details should be answered only from current information approved by the practice.
Avoid promises that a procedure is covered, a treatment is suitable or a specific cost applies. Those answers can depend on clinical review, eligibility and the patient's circumstances.
- New-patient versus existing-patient inquiry.
- Callback details and the administrative reason for calling.
- Requested appointment type, without diagnosing a condition.
- Approved office hours, location and booking instructions.
- An escalation path for questions outside administrative scope.
Do not use the receptionist as clinical triage
A caller describing pain, swelling or injury needs the practice's approved urgent-call instructions. The AI should not determine severity, recommend treatment or offer a diagnosis.
Before handling patient information, evaluate the data involved, applicable privacy requirements and the agreements your practice needs. This page is not a statement that a particular configuration satisfies HIPAA or any other regulatory requirement. Keep the initial demo free of real patient information.
Make appointment status unmistakable
A request for a visit is not necessarily a confirmed dental appointment. Use supported calendar setup only for appointment types your office has approved for automated booking, and define when staff confirmation is required.
Test your personalized demo with a new-patient question, a request outside opening hours and a clinical question. It should provide a clear administrative next step rather than improvising clinical advice or unsupported availability.