Treatment Planning Automation for Dentists
Let your AI agent coordinate cases, manage documents, and track feedback—so you spend less time in Outlook and more time with patients.
You’re a dentist juggling emails, Excel sheets, and shared Google Drives just to keep treatment plans moving. Every week, you chase down files and updates from restorative dentists and orthodontists. The admin grind eats into your patient schedule and makes collaboration a headache.
An AI agent that organizes case data, drafts collaborative plans, and manages feedback between dentists, orthodontists, and specialists.
What this replaces
The hidden cost
What this is really costing you
In dental practices, treatment coordinators and lead dentists waste hours each week pulling imaging from Dexis, drafting plans in Word, and tracking edits across endless email threads. Manual coordination means lost attachments, missed comments, and constant follow-ups with specialists. The back-and-forth slows down case progress and creates frustration for everyone involved.
Time wasted
6 hours/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$18,000/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
Delays lead to postponed treatments, patient dissatisfaction, and errors in care plans. Cases get stuck waiting for feedback, and your practice risks losing referrals to more organized competitors.
Cost estimates derived from U.S. Bureau of Labor Statistics occupational wage data and O*NET task analysis.
Return on investment
The math speaks for itself
Today — without agent
6 hrs/week
of manual work
With your AI agent
1 hr/week
agent-handled
You save
$15,000/year
every year, reinvested into growing your business
Estimates based on U.S. Bureau of Labor Statistics median salary data and O*NET task importance ratings from worker surveys. Time savings assume 80% automation of eligible task components.
Jobs your agent handles
What this agent does for you
Complete jobs, handled end-to-end — so your team focuses on what matters.
Share Imaging and Case Notes
You ask your agent to compile and send all relevant imaging and notes to the orthodontist for review.
Draft a Multi-Specialist Treatment Plan
You ask your agent to create a draft plan that incorporates the restorative dentist’s recommendations.
Summarize Team Feedback
You ask your agent to summarize feedback from each professional and highlight any disagreements.
Prepare a Case Review Packet
You ask your agent to assemble all documents and a summary for an upcoming interdisciplinary meeting.
How to hire your agent
Connect your tools
Link your imaging, case management, and dental records software to centralize case data.
Tell your agent what you need
Type: 'Organize this patient’s records and draft a collaborative plan with Dr. Smith and Dr. Lee.'
Agent gets it done
The agent returns a structured treatment plan, shared files, and a summary of input from each collaborator.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Organize Case Data
Pulls patient records from Dentrix and imaging from Dexis, then compiles them into a single case file for review.
Draft Multi-Specialist Plans
Generates structured treatment outlines based on restorative and orthodontic recommendations received via email.
Manage Document Distribution
Packages X-rays, notes, and proposals, then sends them to collaborators through secure links in Microsoft Teams.
Track Feedback and Revisions
Logs comments and suggested changes from each specialist, updating the plan and highlighting outstanding items.
Summarize Case Decisions
Creates a clear summary of team input and next steps, ready to upload to Open Dental or share with the care team.
AI Agent FAQ
Your agent connects directly to Dentrix, Dexis, and Open Dental via secure API integrations. You control which cases and documents are shared for each workflow.
All data is encrypted in transit with TLS 1.3 and never stored after processing. The agent operates within your practice’s HIPAA-compliant environment, and only you authorize data access.
No, your AI agent only organizes information and drafts collaborative plans. All clinical choices remain with you and your specialist team; nothing is finalized without your approval.
Yes, the agent can coordinate multi-specialist cases, pulling input from orthodontists, periodontists, and restorative dentists. It manages communication and document flow for complex treatment plans.
The agent supports Outlook, Microsoft Teams, and Slack for sharing files and collecting feedback. You can customize which channels are used for each collaborator.
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