Open Dental-first pilot for dental practice operators
Connect Open Dental. See the front-desk risks hiding in tomorrow's schedule.
DrSupport is being built around the workflows that dental teams already run inside Open Dental: appointments, patients, insurance checks, claims, recalls, tasks, and payment follow-up. The pilot starts with visibility, then moves into human-reviewed automation.
Pilot operating model
Connect Open Dental or import a pilot export
Find front-desk work before it becomes lost revenue
Draft, assign, or automate safe next actions
Escalate anything risky to your team or DrSupport assistants
Open Dental has the data. The office still needs the work done.
These are not abstract workflow problems. They are the moments where production, collections, and patient experience start leaking.
The schedule shows who is coming in, but not always who is unconfirmed, uninsured, missing forms, high-risk, or likely to create a same-day scramble.
Claims and payments live in the system, but the practice still needs someone to decide what to work next.
Every office has slightly different habits, so owners struggle to standardize what good front-desk execution looks like.
Software without assistant execution still leaves the office manager responsible for making sure the work actually gets completed.
What DrSupport does
DrSupport turns Open Dental data into an action layer for the office.
Pull appointment and patient signals into a schedule readiness worklist.
Identify insurance, intake, confirmation, no-show, recall, treatment follow-up, and claim-aging risks.
Let the practice choose monitor, human-review, or semi-auto mode for each workflow.
Give DrSupport assistants the same queue so execution can be supported outside the office.
Workflow
Pilot sequence for the first six practices
We start in monitor or human-review mode, then only automate the repeatable actions that prove safe inside the practice.
Step 1
Week 1: monitor mode
Connect or import Open Dental data, scan upcoming appointments and claim signals, and show the work that would normally be missed.
Step 2
Week 2: human-reviewed work queue
Start assigning tasks to office staff or DrSupport assistants while tracking completion rate, time saved, and revenue risk resolved.
Step 3
Week 3: approved communication templates
Draft patient messages for confirmations, missing insurance, forms, recalls, and treatment follow-up with practice approval before sending.
Step 4
Week 4: semi-auto candidates
Promote only the safest, highest-volume workflows to semi-auto mode and keep the rest in human-review until the data proves reliability.
Software core
The pilot is designed to become the front-desk automation platform.
DrSupport is being built as an AI operations layer on top of practice data — not a generic chatbot and not another disconnected dashboard.
Open Dental adapter for patients, appointments, claims, treatment plans, payments, and future writeback workflows.
Agent scanners for eligibility, no-show prevention, recall/recare, treatment follow-up, denials, and AR aging.
Action executor with approval modes, audit logging, rate limits, and task creation.
Roadmap toward real SMS/email, inbound replies, payment posting support, and multi-practice command center visibility.
Pilot advantage
Six owned Open Dental practices create a controlled test bed before selling to outside offices.
The pilot can use real operational pain without needing to invent synthetic demos.
Every workflow can be tested first with DrSupport assistants before becoming software automation.
Best fit
Open Dental practices that want help with front-desk execution, not another standalone tool.
Owners who need visibility into whether the office is ready for tomorrow's patients.
Practice groups that want to standardize support workflows across locations.
Start with your own Open Dental data.
The fastest path is to pilot inside owned practices, measure the leaks, and convert the highest-value workflows into DrSupport's first paid automation modules.