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AI for dental patient follow-up and new-patient leads

Dental offices in these examples use AI to catch the leads that used to die in voicemail or on an overdue recall list: after-hours and overflow calls, reactivation texts, and follow-up on unscheduled treatment. One owner-told story is from Walnut Creek Dentists; the rest are vendor case studies that quote the practice owner or doctor by name.

5 real examples

Each links to its public source. Results are as the source reported them.

Dental & clinicsMissed callsNewTold by the owner

Catch missed and after-hours dental calls so answer rates climb past 70%

Self-reported on the podcast: answer rates rose to 70%+.

SMC AI receptionistJune Portal
setup · mediumI want this
via Dental Marketing Goat #271: Drs. Ben and Jonathan Geleris, Walnut Creek Dentists · 2026-05-27
Dental & clinicsOperationsNewVendor case study

Automate full-arch dental follow-up, SOAP notes and reactivation with AI agents

As reported by Dentra: same-day acceptance 21% → 42%; $170K reactivated treatment in 3 weeks; ~95% reply rate on AI f…

DentraOpen Dental
setup · advancedI want this
Quoted: Dr. Art Mirelez, practice owner · via Dentra case study
Gyms & studiosMissed callsNewVendor case study

Answer every PT call with an AI receptionist that qualifies goals, not just symptoms

Quoted: Dat Cao, founder, Native Physical Therapy.

Smith.ai
tools from $150/moI want this
via Smith.ai case study: Native Physical Therapy
Salons & spasMissed callsNewVendor case study

Swap a glitchy med-spa AI for one that escalates to a human 24/7

Quoted: Dr.

Smith.ai
tools from $150/moI want this
via Smith.ai case study: Mirelle Institute
Dental & clinicsMissed callsNewVendor case study

Put an AI receptionist on dental overflow and after-hours so missed calls become new patients

As reported by Newo for Q1 2025: 10,865 AI-handled calls, 1,563 after-hours inquiries captured, 323 new patients, 153…

Newo AI Receptionist
setup · mediumI want this
Quoted: Dr. Yan Kalika, Practice Owner, Image Orthodontics · via Newo case study: Image Orthodontics
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Tools these businesses used

ToolStarting priceBest for
Smith.ai$150/mo (AI Receptionist Pro); free tier with 25 calls/mo
checked 2026-10-13
Virtual receptionist service combining AI and live agents.

Also used in these examples: SMC AI receptionist, June Portal, Dentra, Open Dental, Newo AI Receptionist. We haven't reviewed or price-checked these yet.

Compare all ai lead follow-up tools seen in real examples

How to choose and set it up

  1. Measure your missed-call and overdue-recall lists before you buy anything.
  2. Start with overflow and after-hours answering, or with recall texts that write bookings back into your PMS.
  3. Require a BAA and confirm the tool can write into Dentrix, Eaglesoft, Open Dental or whatever you run.
  4. Review AI call and text transcripts daily for the first two weeks and fix wrong answers about insurance and fees.

Rather have it done for you?

We'll set this up in your tools, tested and in your voice. Single use case $497 · 3-pack $1,297. Satisfaction guarantee: we'll fix it until it works, or refund your setup fee. Terms. We reply within 1 business day.

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Questions

Will patients hang up on an AI?

Some will ask for a person. Good setups transfer or take a message fast. Image Orthodontics still kept staff and a call center and only put AI on overflow and after hours.

Is this HIPAA-safe?

Only if the vendor signs a BAA and your setup keeps clinical advice with humans. Stick to scheduling, recall and FAQ.

What results have practices reported?

Walnut Creek Dentists' owners describe answer rates climbing past 70% after adding AI on missed and after-hours calls (self-reported on a podcast). Newo reports Image Orthodontics attributed $401,500 in additional revenue in Q1 2025 to its AI receptionist (vendor case study).

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