Patient & intake
Sample CRM- Patient
- Waiting for the caller
- Status
- Not collected
- Reason
- Not collected
- Priority
- Not assessed
- Insurance
- Not discussed
For dental clinics
A patient calls.
The work stays connected.
A first visit. A changed plan. A question for billing. See how a conversation can become an organized request, with the details and next steps kept together.
Explore the dental workflowInside the front desk
Follow the call.
See the work happen.
Follow a conversation as the patient record, appointment request, and team tasks change together. Choose a situation to see a different route.
A first visit, an insurance question, and a corrected time.
Fictional patients · sample records01
The conversation
Incoming callRing… ring…
Caller
“Incoming call…”
AI receptionist
“Example Dental. How can I help you?”
Wrong numberSales pitch
What changes now
An incoming call reaches the AI receptionist.
02
The workflow
Who needs to act?
Click any available node to inspect that step.
03
The records
Appointment request
- Existing visit
- No visit selected
- Requested
- No time requested
No request yet
Team & follow-up
Pending review- Owner
- Unassigned
- Task
- No task yet
- Follow-up
- No message prepared
- Consent
- Not requested
ActivityAs the call unfolds
- 01
Incoming call
Step 1 / 9
The front desk picks up.
Illustration only. No patient record, appointment, transfer, SMS, or email is created outside this screen. Your practice’s rules and supported connections determine the final setup.
Built around your front desk
Your process decides what happens next.
We start with the calls your team handles and the tools you already use. Together, we define what the agent can answer, what it should collect, and when your staff takes over.
The animation is an example. Appointment changes, record updates, and message delivery depend on the connections and permissions agreed for your practice.
Your appointment rules
New-patient visits, existing appointments, preferred times, and who can approve a change.
Your approved answers
The information your team can share about services, office policies, and insurance verification.
Your handoff process
Which questions belong with scheduling, billing, or the clinical team, and what each person needs.
Your follow-up permissions
When to ask for consent, what a message should contain, and which connected actions your setup supports.
Before you configure a workflow
Questions worth answering.
Practice workflows
Dental appointment request or confirmed visit: where is the line?
Route a dental inquiry through scheduling, insurance review, and clinical staff while keeping a preferred time distinct from a booked visit.
Calls and handoffs
What should happen when a call arrives after hours?
Design a useful answer, a responsible handoff, and a fallback when no person is available.
Data and trust
What should you ask about data access and retention?
Prepare a practical data map for voice, messages, demos, providers, and staff access before production use.
Build with Volimox
Find a useful starting point.
Tell us how a customer request reaches your team today. We will discuss the relevant demo, your current tools, and the setup your workflow needs.
What we will cover together
- 01A walkthrough relevant to your business
- 02The actions, tools, and handoffs you need
- 03A practical scope and next step