AI Practice Intelligence
AI Patient Intake and Practice Intelligence for Dental and Orthodontic Practices
Wise Roots built an AI practice platform that answers new patient inquiries, follows up on treatment plans and reports practice performance for dental, orthodontic and other healthcare practices. It runs inside an active orthodontic practice 24 hours a day.
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01How it works
How does the AI practice intelligence platform work?
The platform runs alongside your existing practice management software without replacing it. It handles the workflows that often fall through the cracks, from capturing after hours inquiries to qualifying leads and following up on treatment plans, so every patient opportunity gets handled.
02Modules
What is included?
AI-powered new patient inquiry capture and qualification.
Answers after-hours inquiries, collects qualifying information, and routes hot leads to your front desk the next morning. Never lose a lead because the office was closed.
Weekly practice performance dashboard.
Every Monday, your team gets a clear picture of new patient volume, referral sources, treatment plan conversion rates, and revenue trends.
Treatment plan follow-up sequences.
Patients who received a treatment plan but did not schedule get intelligent, appropriately timed follow-up. Conversion rates improve without adding to your front desk's workload.
New patient acquisition intelligence.
Tracks where your best patients come from and identifies the channels worth doubling down on.
After-hours patient communication.
Inquiries that come in at 2 AM get a thoughtful, accurate response. Your practice is never dark to a potential patient.
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03Fit
Who is this for?
- Single-location dental practices ready to scale
- Multi-location dental groups
- Orthodontic practices (primary deployment)
- Any healthcare practice losing patients to poor follow-up systems
04Rollout
How does deployment work?
- 1
Step 1
Discovery call to assess fit and current systems.
- 2
Step 2
Custom configuration and integration with existing practice management software.
- 3
Step 3
Staff training and two-week onboarding period.
- 4
Step 4
Live monitoring, optimization, and monthly performance review.
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Pricing
Transparent pricing. Real returns.
The platform is priced separately from standard packages and configured for each practice individually. Contact Josh for pricing.
05FAQ
What do buyers ask most often?
Does the platform replace my EHR?
No. It works alongside your existing systems and handles communication and intelligence, not clinical documentation.
How long does implementation take?
Most practices are fully live within three to four weeks of kickoff.
Is the platform HIPAA compliant?
Yes. Built with HIPAA compliance as a core requirement, including a signed AWS Business Associate Agreement.
What size practice is it built for?
Currently deployed at a single-location orthodontic practice and designed to scale to multi-location groups. Performs best with practices processing 30 or more new patient inquiries per month.
How is it different from other dental marketing companies?
Other companies run ads for your practice. This platform runs inside your practice, handling everything between when a patient expresses interest and when they sit in the chair.