It's late morning and the caller was referred in for surgery to reposition a tooth — often part of a coordinated orthodontic or surgical plan. They have questions about timing, what's involved, and how it fits with the rest of their treatment, and they want to get on the books. But your front desk is mid-task with a patient at the counter, the call rings through to voicemail, and a referred patient juggling a complex plan doesn't wait around. They call the next office or let the referral lapse, and a high-value surgical case slips away. Coordinated-care referrals are exactly the calls you can least afford to miss.
DentalReception AI answers every one of those calls in under two rings and books the consult or procedure live, 24/7 — writing the appointment directly into your schedule in Dentrix, Open Dental, Eaglesoft, Curve Dental, or CareStack while the patient is still on the line, with every clinical and treatment question routed to your team.
Informational only — not clinical, coding, or billing advice; confirm CDT definitions and coverage independently. This page describes call handling only. The AI captures and routes; it does not diagnose, plan treatment, assign codes, or quote coverage.
What a D7290 call usually sounds like
D7290 is published as the CDT code for surgical repositioning of teeth. We state that only at the most conservative level and make no clinical claim; confirm the official CDT definition and any payer rules with your clinical and billing teams.
On the phone, patients describe the situation in plain terms: "my orthodontist referred me for surgery to move a tooth," "I need a procedure to reposition a tooth as part of my treatment," or "they want to surgically move one of my teeth." The AI receptionist treats this as a booking request from a referred patient. It captures the referral details and record match, then schedules the consult or procedure. It does not explain the procedure, sequence it within a treatment plan, or advise on options.
What the AI can safely capture and schedule
For a referral booking, the agent handles the routine work without a human:
- Captures the referral context — who referred the patient and the stated reason for the visit.
- Matches or creates the record so the visit lands on the right chart. See appointment scheduling.
- Books the consult or procedure in the correct provider column, live during the call.
- Captures or refreshes insurance details so intake is clean — see insurance verification.
- Writes a clear summary so your team opens the appointment with full context. See call summaries.
What must be routed to clinical staff
The line is simple: the AI captures and schedules, it never advises. These go to your team:
- Clinical and treatment questions — what the surgery involves, how it sequences with orthodontic care, risks, or recovery. The AI never explains or advises.
- Coverage and cost specifics — whether the procedure is covered, pre-authorization needs, or out-of-pocket amounts. The agent collects details and relays the question rather than quoting an answer.
- Code or billing requests — patients asking what will be billed are routed to staff.
| Captured on the call | Written to the PMS |
|---|---|
| Referral source and reason | Notes attached to the appointment |
| Patient identity / record match | Linked to existing or new chart |
| Insurance details (if new or changed) | Attached for verification |
| Clinical or treatment questions | Routed to your team |
| Full call summary | Notes on the appointment |
Built for surgical and specialty practices — see oral surgery solutions and how the AI handles related post-op pain calls. HIPAA compliant, with a signed BAA available — see security.
Frequently asked questions
Will the AI explain the procedure or how it fits my treatment plan?
No. What the surgery involves, how it sequences with orthodontic or other care, and what recovery looks like are clinical and treatment-planning questions that go to your staff, never to the agent's own judgment. The AI captures the referral context and the patient's questions, books the consult or procedure, and writes a clear summary so a clinician can have that conversation. If the patient asks how the surgery works, the agent relays the question as a task or transfer rather than answering it. The reference to D7290 here is informational only — confirm the official CDT definition independently.
Can the AI book a patient referred from another provider?
Yes. These cases are often referred in from an orthodontist or general dentist. The agent captures the referral source and reason, matches or creates the record, collects the intake and insurance details you've configured, and books the consult or procedure in the right provider column. The booking writes back to your live schedule while the patient is on the call, so your team opens the appointment with the referral context already in place — no re-keying and no lost cases.
Does the AI assign the D7290 code or confirm coverage?
No. The agent captures the patient's request and books the visit; it does not assign, confirm, or bill any CDT code, and it does not quote coverage. Code selection, pre-authorization, and benefits stay with your clinical and billing staff. If a patient asks whether the surgery is covered or what it will cost, the AI collects their carrier details and routes the question to your team rather than guessing, keeping coverage statements with the people authorized to make them.
Does the booking actually land in our schedule?
Yes. For Dentrix, Open Dental, Eaglesoft, Curve Dental, and CareStack, the appointment writes back into your live schedule in real time while the patient is on the call — no re-keying. For other systems, DentalReception AI connects via API or works alongside your existing tools. Every call still produces a summary and any needed task so your team sees the referral context the moment they open the appointment.