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Limited rollout

Review the setup before live calls move.

Use this page if you want to test the system on a limited set of real calls before a wider rollout.

We check scripts, routing, hours, backup numbers, and what your scheduler can handle before any calls move. Then the pilot runs on real calls, and we look at what stayed smooth, what went to staff, and what needs adjustment.

Real patient calls during the pilot.

Open Dental, Eaglesoft, and Dentrix are waiting on vendor access.

Routing and backup numbers reviewed before live calls move.

BAA available before live calls.

Request setup reviewApplication takes a few minutes.
Call live demoHear the sample call before you apply.

Not ready for the application yet? Book a 30-minute walkthrough first and we'll cover whether a pilot makes sense for your office before you fill anything out.

Request setup review

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What the pilot includes

The pilot is where we test live calls, check the call plan, and answer fit questions.

Routine call handling for cleanings, recalls, new-patient calls, reschedules, and after-hours booking that fits the rules you set.

Direct scheduler booking: none yet. Waiting on vendor access: Open Dental, Eaglesoft, and Dentrix. Later scheduler work: Denticon, Curve Dental, and CareStack.

Hours, scripts, routing rules, and backup numbers checked before live calls move.

Live-call notes reviewed during the pilot.

What we need from the office

These are the basics we need before live calls move into the pilot.

About 60 to 90 minutes upfront to review scripts, hours, routing, and backup numbers.

Willingness to route real patient calls during the pilot.

Brief feedback on calls that should stay in flow and calls that should go to staff.

Pilot timeline

What the first month looks like

Week 0

Setup

Connect the phone line, configure hours and scripts, and review HIPAA details, including whether you need a Business Associate Agreement (BAA).

Week 1-2

Live calls

The system starts answering real calls while routing and handoffs are reviewed on real traffic.

Week 3-4

Review and adjust

We review what stayed in flow, what went to staff, and what still needs to change.

What we look for

Routine calls handled during lunch without rolling to voicemail.

After-hours routine calls captured when they fit the rules you set.

Urgent, clinical, same-day, special, or unclear calls still reaching staff.

Fewer routine calls waiting for next-day callbacks.

Before calls move

BAA available before live calls

Scripts, routing, and escalation rules reviewed before live calls move

Backup number and ring-out path checked before live calls move

Nothing changes on the office phone line before your team says yes

Best fit

Who this is best for

Solo or group dental practices with consistent call volume

Offices missing calls during lunch, peak hours, or after hours

Teams that want routine calls off the callback list

Before you apply

Check the live demo and pricing first

That gives you the voice, routing, and billing basics before you spend time on the application.

See pricing