Dental scheduling
Recall, hygiene and new-patient bookings across locations with clinician, duration and insurance boundaries.
Eligible tasks
- Hygiene and recall bookings for verified patients
- Reschedules within the cancellation policy
- New-patient first visits under the intake rule
Excluded requests
- Pain, swelling or trauma — transfer to staff
- Coverage and cost estimates
- Reading clinical notes or treatment plans
Baseline data you need
- Unanswered calls per location
- Booking errors found at check-in
- Duplicate patient records created per month
Failure modes to test
- Wrong clinician or duration
- Duplicate patient records
- Insurance answers beyond the policy
- Practice-management system — no integration support is assumed for any supplier
- Patient-access team, business hours only
Readiness question
Can the agent write appointments, or only read availability?