Source: https://vocarihealth.co/platform/controlled-rollout

CONTROLLED ROLLOUT

# Configure the work, then expand with evidence.

Choose the practice workflow, save its assistant configuration and review the behavior before routing patient calls. Saved revisions keep changes identifiable as the team refines its scope.

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A physician reviewing practice information on a laptop

PRACTICE CONFIGURATION

## Give staff a clear view of what each assistant can do.

Each assistant has its own instructions, conversation settings and capabilities. The practice maintains services, hours and approved answers, while the server checks tool arguments and workflow prerequisites before an action runs.

Saved drafts and published revisions remain identifiable. A call pins its assistant configuration and practice information when it starts, so a later edit does not change an ongoing conversation.

Validation reports configuration errors at the relevant field or action. Browser tests are isolated from production patients, messages and transfer destinations.

SCOPE

## Choose the first workflow

Start with a defined appointment, practice-question or approved insurance follow-up task.

CONFIGURATION

## Set practice rules

Maintain clinic information and enable only the assistant capabilities the task requires.

REVIEW

## Try realistic conversations

Review transcripts and tool events for incomplete information, ambiguous identity and failed actions.

OPERATION

## Review actual outcomes

Check unresolved work with staff before broadening the call scope or introducing another workflow.

IMPLEMENTATION PATH

## Keep configuration changes visible.

The practice can review a saved draft and the configuration used by a call.

1.  01
    
    ### Define
    
    Agree on the patient request, permitted actions and staff owner for exceptions.
    
2.  02
    
    ### Save
    
    Save instructions and capabilities as an identifiable draft revision.
    
3.  03
    
    ### Review
    
    Use an isolated browser conversation to inspect responses and tool activity.
    
4.  04
    
    ### Publish
    
    Publish the selected assistant revision and configure the approved telephone routing.
    
5.  05
    
    ### Refine
    
    Use call records and staff feedback to prepare the next revision.
    

RELEASE CONTROLS

## The saved draft and the call configuration stay identifiable.

### Versioned drafts

Saved assistant revisions keep instructions and capability settings together.

### Pinned calls

Active calls retain their starting configuration and practice knowledge while staff makes later changes.

### Recoverable changes

Failed saves report the error. The prior working configuration remains available for recovery.

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](https://vocarihealth.co/contact)