Dental Voice Intake Pilot

A calmer front desk backup for missed calls, after-hours requests, and intake notes.

This sample shows what JVT can build for a dental office before touching live patient data: an AI-disclosed intake path that captures the call, avoids medical advice, and hands staff a clean packet they can trust.

What It Produces

A structured packet the front desk can act on.

01

Caller basics

Name, callback number, new or existing patient status, preferred windows, and the reason for calling.

02

Office-ready summary

Plain-language request type, urgency flag, insurance question context, and missing fields for staff.

03

Safety boundary

What the assistant refused to answer, what staff should review, and what should be escalated.

Synthetic Scenarios

The demo tests the calls that usually interrupt the day.

New patient call

Jordan Lee

New patient asks about a cleaning and whether the office takes their insurance. The assistant captures the request without promising coverage or booking the calendar.

  • Captures preferred appointment windows
  • Records insurance carrier name only
  • Human callback remains the final step

Existing patient request

Maria Gomez

Existing patient needs to reschedule and asks for a Friday morning slot. The assistant gathers the request and leaves schedule changes to staff.

  • Captures current appointment details if volunteered
  • Flags preferred callback window
  • Does not cancel or move the appointment

Urgent boundary

Anthony Brooks

After-hours caller reports tooth pain and asks what medication to take. The assistant does not diagnose or recommend treatment; it captures the message and routes it as urgent staff review.

  • Tests emergency and medical-advice guardrails
  • Routes severe symptoms to approved emergency language
  • Creates a high-priority callback packet

Pilot Boundaries

Useful automation without pretending to be a dentist or receptionist with authority.

The first version is intentionally narrow. It can answer with approved office language, capture details, and create packets. It should not diagnose, recommend medication, confirm insurance coverage, finalize appointments, or expose patient records.

Paid Pilot Shape

Start with one phone path, three synthetic calls, and one staff handoff.

The current pricing test is $750-$1,500 for a synthetic pilot and $300-$900/month for managed support once live-call scope is approved. The first version proves the workflow with fake callers before any real patient data, phone number routing, or scheduling integration.

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