Select a patient workflow
Choose the insurance or patient-access task, participating location and staff owner.
PLAN A PILOT
Start with the work your team needs to improve.
Explore insurance verification, patient conversations, scheduling and the native patient chart. Choose a first workflow with the people who will operate it.
Book a walkthrough
A PRACTICAL START
Choose a scope the practice can assess.
An insurance pilot can begin with staff-initiated checks and reviewed follow-up. A patient-access pilot can focus on appointment requests or approved practice questions. The chart provides a shared record for the patient work behind either workflow.
We discuss your current systems, clinic rules, call destinations and staff responsibilities before setting scope. If an external system connection is required, it needs its own feasibility review and verified implementation.
Bring the practice rules
Review appointment types, billing identity, information sources and exception handling.
Agree on useful outcomes
Compare completed requests, repeat work and staff follow-up with an agreed baseline.
Know who responds
Decide when to narrow or pause the scope and how staff continues outstanding work.
PILOT PATH
From a walkthrough to a defined first workflow.
Use the product walkthrough to identify the work, then agree on an operating plan.
- 01
Walk through
See how insurance cases, AI calling, scheduling and patient charts work together.
- 02
Select
Choose the task that creates repeat work for your staff today.
- 03
Configure
Set clinic information, assistant capabilities and the workflow's required inputs.
- 04
Operate
Run the agreed scope with staff reviewing exceptions and incomplete requests.
- 05
Assess
Review the agreed outcomes before expanding the workflow.
STAFF OWNERSHIP
Make approvals and follow-up part of the scope.
Practice information
Staff owns the current policies, scheduling rules and billing identity used by the workflow.
Review responsibilities
Insurance call findings and requests outside assistant scope have a named staff reviewer.
Telephone scope
Actual routing, recipient verification and recovery behavior are checked for the participating call workflow.
TALK TO VOCARI
See your dental office's workflow in Vocari.
Explore dental insurance verification, AI calling, scheduling and tooth-level charting with your team's work in mind.
Book a walkthrough