A patient finished a comprehensive exam last week, the doctor laid out a full plan, and now they're calling back with the line every treatment coordinator knows: "I've been thinking about it — can we go over everything again before I commit?" That call is worth thousands in accepted treatment, and it's the one most likely to ring through to voicemail while your coordinator is mid-consult with someone else. By the time anyone calls back, the momentum is gone and the case stalls. Detailed treatment-planning calls are too valuable to lose to a busy phone.
DentalReception AI answers every one of those calls in under two rings and books the consultation 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.
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, assign codes, build treatment plans, or quote coverage.
What a D9450 call usually sounds like
D9450 is widely published as the CDT code for a case presentation involving detailed and extensive treatment planning. We state it only at that conservative level; confirm the official CDT definition and any payer rules with your clinical and billing teams.
On the phone, patients never cite the code. They say they "want to sit down and go through the plan," they "have questions about all the work the dentist recommended," or they're "ready to talk about getting started." The AI recognizes that intent as a request for a treatment-planning conversation and routes it the right way — capturing the booking, not interpreting the plan.
What the AI can safely capture and schedule
For a case-presentation request, the agent handles the logistics without a human:
- Confirms the patient's record and pulls it so the consult lands on the right chart.
- Books a treatment-planning or consultation slot with the correct provider or coordinator, live during the call. See appointment scheduling and treatment-plan calls.
- Captures the patient's open questions so your coordinator walks in already knowing what to address.
- Sends a confirmation by text so the patient has the time and details in writing — see two-way SMS.
What must be routed to clinical staff
The line is simple: the AI captures and schedules, it never advises. These go to your team, not the agent:
- Clinical questions — what a procedure involves, alternatives, risks, or "do I really need all of this?"
- Coverage and cost specifics — what a plan pays toward the case, payment options, or out-of-pocket totals. The agent collects details and relays the question rather than quoting an answer.
- Plan changes — any request to modify the recommended treatment is captured and handed to the doctor or coordinator.
Anything beyond booking the conversation becomes a task or transfer for your team.
Context passed into your PMS
Because the booking writes back in real time, your coordinator opens each consult prepared:
| Captured on the call | Written to the PMS |
|---|---|
| Patient identity / record match | Linked to existing chart |
| Case-presentation / planning intent | Consult booked with right provider |
| Patient's listed questions | Notes attached for the coordinator |
| Cost or coverage questions | Task flagged for front desk |
| Full call summary | Notes on the appointment |
Works alongside your follow-up workflows — see unscheduled treatment recall and the confirmed integrations.
Frequently asked questions
Does the AI explain the treatment plan to the patient?
No. The agent does not present, interpret, or discuss the clinical content of any treatment plan. Case presentation is a conversation for your dentist or treatment coordinator. What the AI does is book that conversation — pulling the patient's record, scheduling the consult with the right provider, and capturing the specific questions the patient wants answered so your coordinator walks in fully prepared. The reference to D9450 here is informational only; confirm the official CDT definition independently.
Can it tell a patient what their treatment will cost?
It collects and relays, it does not quote. Detailed case planning often carries significant fees and varied coverage, and the AI does not estimate either. It captures the patient's carrier and member details and notes any cost questions, then routes them to your treatment coordinator or financial team — keeping cost and coverage statements with the people authorized to make them.
What if the patient wants to accept treatment over the phone?
The agent books the consultation rather than processing acceptance. Treatment acceptance, consent, and financial arrangements belong with your clinical and coordinator team in person or on a scheduled call. The AI flags strong intent — "the patient is ready to move forward" — as a high-priority task and books the planning visit so your team can close the case properly.
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.