Case study: Dental specialty practices

An AI receptionist for a two-location orthodontic practice that stopped losing new-patient calls after 5pm.

Bright Smile Orthodontics put the AI Receptionist on overflow, then on the main line. New-patient consults now book directly into Cloud 9 Ortho, and broken-appliance calls are triaged around the clock.

Illustrative case study. Bright Smile Orthodontics is a fictional client used to show a typical deployment; names, quotes, and numbers are placeholders until real client results replace them.

Agent settings dashboard showing schedules and usage

Client

Bright Smile Orthodontics

Industry

Dental specialty practices

Product

AI Receptionist

Timeline

Five business days to live on after-hours. Full line after a two-week pilot. Business tier with monthly tuning review.

The problem

Two locations, three orthodontists, one front desk per office. During peak hours the team was with patients in the room and roughly a third of calls went to voicemail; after 5pm, all of them did. New-patient enquiries, the practice’s growth engine, were calling the next practice on the list. Broken brackets at 8pm meant a scared teenager and a parent leaving a voicemail nobody heard until morning.

The solution

We deployed the AI Receptionist with the dental specialty pack. It answers in two rings, identifies new-patient versus existing-patient callers, and books consults directly into Cloud 9 Ortho with the right location and doctor. For existing patients it handles reschedules, payment-plan questions with approved wording, and appliance emergencies: comfort instructions first, then an SMS to the on-call orthodontist with the transcript. Insurance specifics and anything clinical hand off to a human with notes. A BAA is in place and recording is disclosed.

Integrations

What we connected

  • Cloud 9 Ortho scheduling
  • Existing practice numbers, forwarded after-hours first then fully
  • SMS confirmations to patients
  • On-call SMS with transcript

Results

Three numbers that mattered

Placeholder results for an illustrative deployment.

0

missed new-patient calls after 5pm

31%

more consults booked in month one

14 hrs

front-desk time back every week

We stopped losing new-patient calls at lunch and after 5pm. The receptionist agent books straight into our schedule and the front desk finally has time for the people in the room.

Sarah Mitchell

Practice Manager, Bright Smile Orthodontics

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