THE SUPERVISED AI EMPLOYEE FOR DENTAL
Sally prepares the morning huddle, surfaces schedule and insurance exceptions, manages pre-authorizations, protects revenue—and writes completed work back to the practice-management system your team already uses.
for StartupsPMS SYNC31 records current
REVENUE FOUND+$4,280
Jordan AlvarezPre-auth written to PMS
Nguyen family2 recall visits found
Ellis ParkDecision ready for review
SALLY'S SKILLS AS YOUR EMPLOYEE
Sally is not another dashboard for the team to operate. She does the connected work, follows your rules, asks when evidence is missing, and returns approved results to the PMS.
Sally turns today, tomorrow, and the week into a clear practice brief with projected production, missing information, exceptions, work in progress, completed work, and the items that need a human.
She continuously synchronizes, normalizes, and reconciles patient, appointment, insurance, treatment-plan, provider, procedure, and ledger facts—then can re-read changing information before a critical action. PHI that reaches the in-tenancy model does so on named, BAA-covered paths — not a zero-PHI-to-the-model guarantee.
Sally does not leave answers stranded in another portal. After preflight and any required approval, she writes results and outcomes into the PMS, confirms they landed, and leaves a visible receipt with undo for reversible changes.
She organizes missing information, exceptions, work in progress, recently completed work, and items that need a human decision into one operational view.
Sally identifies procedures that need pre-authorization, assembles the supporting information, tracks payer responses, follows up, and writes approved results back into the PMS.
She finds coverage and nonpayment risk, unused benefits, unscheduled treatment, overdue recall, schedule openings, family opportunities, appropriate add-ons, and balances that should be flagged before arrival.
SCROLL THROUGH A DAY WITH SALLY
Scroll becomes the clock. Watch Sally move from the morning brief through supervised action, PMS write-back, pre-authorizations, and the end-of-day review.
Sally has reviewed the schedule, treatment, projected production, balances, missing information, insurance risk, open work, and exceptions before the first phone rings.
Before a critical action, Sally can re-read the live PMS, check insurance and demographic gaps, apply payer-specific age and frequency rules, and flag balances and appropriate opportunities.
Proposed writes get a preflight check against current PMS evidence and practice rules. Clinical, complex, and high-value work waits for a person to approve it.
Sally checks recall, family opportunities, unfinished treatment, patient preferences, and production goals, then prepares the best matches for outreach.
Sally checks the response, runs preflight, gets any required human approval, writes the result into the PMS, confirms it landed, and leaves a visible receipt.
Sally assembles the patient, insurance, procedure, narrative, and attachment information; tracks payer responses; follows up on outstanding requests; and writes approved results back into the PMS.
She surfaces coverage and nonpayment risk, unused benefits, unscheduled treatment, overdue recall, openings, family opportunities, appropriate add-ons, and balances to flag before arrival.
Sally shows work in progress, recently completed work, revenue recovered or protected, outstanding approvals, what changed in the PMS, and what tomorrow needs.
4:18 PM / THE DAY SLOWS DOWN
She connects coverage risk, unused benefits, unscheduled treatment, overdue recall, family opportunities, schedule capacity, balances, and insurance status into clear opportunities your team can act on.
See what Sally can recover5:47 PM / SALLY LEARNS THE PRACTICE
Every practice has its own pace, rules, preferences, and standards. Sally begins under human approval and learns from corrections. Capability-by-capability graduation is the designed supervision model — not a published 30-day SLA. Clinical, complex, and high-value work stays permanently supervised.
READ FROM THE PMS. WORK THE PROBLEM. WRITE IT BACK.
Sally starts with an initial backfill, continuously synchronizes through Zatanna, and re-reads changing facts before critical actions. Then she closes the loop: approved results are written back into the PMS, checked for acceptance, timestamped, and shown to the team with a complete audit receipt.
6:03 PM / THE TEAM HEADS HOME
Give Sally the morning brief, the insurance follow-through, the pre-authorization queue, the revenue watch, and the responsibility to write approved work back where your team needs it.