Hear the dental intake agent live. Call the Forge Voice demo line: +1 (234) 235-2314
Forge Voice / Dental + Orthodontic Vertical BAA Available on Pro + Scale / HIPAA-Aligned

The HIPAA-aligned AI receptionist that books new-patient dental consults in any language your patients speak.

A done-for-you voice agent built for dental and orthodontic practices. It answers every inbound call in English, Spanish, and 30+ other languages (French, Portuguese, Mandarin, Vietnamese, Tagalog, Arabic, and more), books cleanings and new-patient consults, pre-verifies insurance benefits before the visit, triages pain and trauma into same-day slots, and runs orthodontic and Invisalign consult intake like a trained treatment coordinator. We integrate with Open Dental, Dentrix, Eaglesoft, and Curve Dental, and we sign a BAA on Pro and Scale before go-live.

Call the Live Demo Claim a Launch Slot
BAA on Pro + Scale
Encrypted storage + audit logs
Open Dental / Dentrix / Eaglesoft
24/7 30+ language intake
Why Dental Practices Leak New Patients on the Phone

Every missed call is a new patient the other practice booked.

The average general dental practice loses 27 to 38 percent of inbound new-patient calls during peak hours, and Spanish-dominant callers abandon at roughly twice the English rate. Your front desk is checking in a hygiene patient, running an insurance claim, and answering the phone at the same time. The caller who wanted a new-patient consult has three practices pulled up in another tab.

New-Patient Value
$1,850
Average first-year revenue per new general-dental patient across fee-for-service and PPO practices.
Spanish Callers Missed
1 in 4
Dental calls in major metros come from a Spanish-dominant household. Many practices silently route them to voicemail.
Broken Appointments
14%
National average broken-appointment rate. Structured bilingual recall cuts it in half within sixty days.
Invisalign Case Value
$5,200
Typical full-arch clear aligner case. One recovered after-hours consult pays for Pro for five months.
HIPAA-Aligned Configuration

A deployment posture your compliance officer can sign off on.

We deploy the agent in a configuration designed to meet the Administrative, Physical, and Technical Safeguards of the HIPAA Security Rule. On Pro and Scale we sign a BAA before the agent takes a single live call. HIPAA is a shared responsibility, we provide the technical safeguards and legal agreements, your practice maintains workflow, training, and minimum-necessary use.

01 / BAA

Business Associate Agreement

Available on Pro and Scale. Covers permitted uses, safeguards, subcontractor flow-down, breach notification, audit rights, and termination. Signed before the agent goes live.

02 / ENCRYPTION

Encryption In Transit and At Rest

TLS 1.2+ for all call media and API traffic. AES-256 at rest for recordings, transcripts, and intake fields. Keys managed inside our HIPAA-scoped infrastructure.

03 / ACCESS

Role-Based Access

Minimum-necessary access at the dashboard and API level. Role separation for front desk, hygienist, treatment coordinator, doctor, and administrator. MFA required.

04 / AUDIT

Audit Logging

Immutable audit logs for PHI access, transcript views, recording playback, and PMS writes. Retained per your documented policy and available for compliance review.

05 / REDACTION

PHI Redaction Layer

Transcripts and summaries that leave the encrypted vault pass through a redaction layer. Names, DOB, phone, insurance IDs masked by default in email and SMS.

06 / TRIAGE

Clinical Boundary Enforcement

The agent does not diagnose or quote treatment. Trauma, swelling, abscess, and severe pain calls route to same-day emergency slots or warm-transfer to the on-call dentist.

This page describes the configuration Forge Voice deploys for dental practices. It does not constitute legal advice. HIPAA compliance is a shared responsibility and depends on your internal workflows, policies, and staff training. Ask for our current security overview and BAA template during discovery.

Dental Call Scenarios We Handle Today

Tuned for the calls that fill your chairs.

Dental intake is not generic customer service. Every call type has insurance, clinical, and scheduling constraints. The Forge Voice dental agent runs each scenario the way a senior treatment coordinator would.

SCENARIO 01

New-Patient Hygiene + Exam

Caller wants a cleaning and exam. Agent captures name, DOB, insurance carrier, member ID, subscriber info, last cleaning date, and any concerns. Books into the hygiene template per your new-patient rules and queues the intake packet in the patient's preferred language.

SCENARIO 02

Insurance Pre-Verification

The agent pushes captured benefits to Zuub, Vyne Trellis, DentalXChange, or your in-house flow. Returns plan max, remaining benefit, frequency limitations, preventive and major percentages, and a patient-portion estimate before the appointment. Front desk checks in without surprises.

SCENARIO 03

Emergency + Same-Day Pain

Caller reports pain, swelling, trauma, or a knocked-out tooth. Agent captures the pain scale, onset, and trauma details, then books into your reserved same-day emergency slot or warm-transfers to the on-call doctor per your escalation rules.

SCENARIO 04

Orthodontic + Invisalign Consult

Invisalign, clear aligner, and traditional ortho inquiries get a separate triage script. Agent captures age, adult vs teen, chief concern, prior records, and ortho insurance. Books the complimentary ortho consult and flags any records-transfer needed.

SCENARIO 05

Hygiene Recall + Reactivation

Outbound bilingual recall for six-month hygiene patients who have fallen overdue. Agent calls, captures the reason for the delay, offers three open slots, and rebooks. Escalates any clinical concern from the patient to a team member.

SCENARIO 06

Treatment-Plan Follow-Up

Patient has diagnosed but unscheduled treatment sitting in Open Dental or Dentrix. Agent calls, answers general procedure questions, reviews benefits remaining before year-end, and books the first recommended phase. No pricing negotiation, clinical redirects to the treatment coordinator.

Launch Path

From kickoff to live dental intake in seven days.

A structured launch with BAA execution on Pro and Scale, PMS integration, and insurance verification wiring baked in.

DAY 1

Discovery + BAA

Ninety-minute call with you, your office manager, and compliance contact. BAA signed on Pro and Scale. Triage boundaries set. Emergency slot rules agreed.

DAY 3

Build + Integrate

We wire Open Dental, Dentrix, Eaglesoft, or Curve Dental, load your provider templates and insurance rules, build the bilingual intake knowledge base, and connect your verification flow.

DAY 7

Go Live

You and your office manager approve the staging calls, we port or forward the line, and the agent starts taking real intake the moment you say go.

DAY 30

Tuned + Reviewed

Thirty days of active tuning. By day 30 the agent runs your intake like a senior treatment coordinator who knows your providers, templates, and insurance panel cold.

What Is Included

A complete, done-for-you dental intake program.

You do not buy a tool. You get a ready-to-run bilingual intake system, deployed in a HIPAA-aligned configuration, wired to your PMS, and actively tuned by the Forge team.

01 / DISCOVERY

Practice Workflow Mapping

We work with your office manager, lead hygienist, and treatment coordinator to document intake flow, provider templates, hygiene recall rules, and what your front desk does today.

02 / BAA

Business Associate Agreement

Available on Pro and Scale. Covers permitted uses, safeguards, subcontractor flow-down, breach notification, audit rights, and termination. Signed before go-live. Template available during discovery.

03 / VOICE

Multilingual Dental Voice (30+ languages)

A multilingual voice tuned for dental intake. Warm, confident, unhurried. Same voice greets the English caller, the Spanish-speaking new patient, and the Mandarin or Vietnamese parent calling about their child's ortho consult, holding the clinical line in every language.

04 / KNOWLEDGE

Intake Knowledge Base

Provider templates, visit types, accepted insurance, ortho rider rules, pediatric age rules, sedation options, cancellation policy, new-patient packets. Bilingual and culturally adapted.

05 / PMS

PMS Integration

Open Dental, Dentrix, Dentrix Ascend, Eaglesoft, Curve Dental, Denticon, Dolphin, or custom webhook. Patient lookup, appointment write, and intake updates flow through supported paths.

06 / INSURANCE

Real-Time Pre-Verification

Zuub, Vyne Trellis, DentalXChange, or your in-house flow. Eligibility, plan max, frequency limits, and patient-portion estimate returned to front desk before the visit.

07 / TRIAGE

Emergency + Trauma Rules

Your reserved emergency slot template loaded in. Trauma, pain, and swelling escalation rules routed to the right chair or the on-call doctor. The agent never quotes treatment or diagnoses.

08 / RECALL

Bilingual Recall + Reactivation

Outbound bilingual hygiene recall and treatment-plan reactivation. Reminders at 48h and 2h pre-visit. Automatic waitlist rebooking when cancellations come in.

09 / REVIEW

Monthly Optimization

Thirty-minute working call with your Forge strategist. We review new-patient booking rate, Spanish capture, insurance verification rate, broken-appointment rate, and edge cases.

Dental Plans

Priced for practices that take every new patient seriously.

Simple monthly retainer. Usage passthrough at a flat rate. BAA included on Pro and Scale.

Core
$497/mo
For the solo-doctor general dental office that wants front-desk relief and bilingual coverage without compliance overhead.
  • 2,000 included minutes / mo
  • English + Spanish intake
  • One PMS integration
  • Insurance capture + simple verify
  • Email intake brief after every call
  • Live dashboard, two seats
  • BAA upgrade available
Start with Core
Scale
$1,997/mo
For multi-location DSOs, ortho groups, and pediatric networks that need multi-office routing and case-specific triage.
  • 12,000 included minutes / mo
  • BAA included
  • Multi-location routing
  • Outbound reactivation program
  • Case-type triage (ortho / pedo / perio / OMS)
  • Live dashboard, unlimited seats
  • Dedicated strategist, weekly review
Talk to Scale
BAA included on Pro and Scale. Minutes are shared across inbound and outbound. Overage runs at a flat per-minute rate you see before it bills.
30
Day Outcome
Guarantee

If the agent does not book at least 20 new-patient appointments in month one, month two is on us.

Not a refund gimmick. An outcome commitment. We track every recovered missed call, every new-patient consult booked, every broken appointment saved in your dashboard. If the agent does not hit the recovery threshold we agree on during discovery, the next month of retainer is waived while we keep tuning.

We only take on practices we believe we can win for. If discovery shows it is not a fit, we will tell you before you sign.

Available on Pro + Scale plans. Benchmarks set during discovery from your baseline call volume.
Forge Voice Partner Program

Refer a dental practice. Get paid every month they stay.

Dental consultants, practice transition brokers, DSO growth teams, dental marketing agencies, and ortho coaches. Send us practices and we split the profit with you fifty-fifty for the lifetime of the account. No cap, no sunset, no quarterly reset.

Revenue Share
50%
Of net profit on every referred dental practice. Every month, for as long as they stay.
Attribution Window
90d
First-party cookie plus fingerprint fallback. A click today still pays out on a sale three months from now.
Example Monthly
$248
Per active Pro-tier dental practice you refer. Ten practices equals $2,480 recurring.

Applications reviewed within 48 hours. We approve partners we believe can win. Once approved, you get a unique referral link, the full asset vault, and a Slack channel with our team.

Apply to the Program
Questions Dental Practice Owners Ask Most

Frequently asked, honestly answered.

Does the agent integrate with Open Dental, Dentrix, Eaglesoft, or Curve Dental?

Yes. We integrate with Open Dental, Dentrix, Dentrix Ascend, Eaglesoft, Curve Dental, Denticon, and Dolphin Management through supported APIs, secure webhooks, or direct database adapters where the PMS supports it. Appointment writes, patient lookups, hygiene recall status, treatment plan lookups, and insurance fields all flow through the supported integration path, not screen-scraping.

Is a BAA available for HIPAA compliance?

Yes. A signed Business Associate Agreement is available on Pro and Scale plans, and we sign it before the agent takes a single live call. The BAA covers permitted uses of PHI, safeguards, subcontractor flow-down, breach notification, audit rights, and termination. Core plan practices can upgrade to add a BAA at any time.

Can the agent pre-verify dental insurance benefits?

Yes. The agent captures carrier, member ID, group, subscriber DOB, and relationship. We push that to your insurance verification tool (Zuub, Vyne Trellis, DentalXChange, or your in-house flow) and return eligibility, plan maximums, frequency limitations, and patient portion estimates to front desk before the visit. For orthodontic consults, the agent also captures ortho rider, lifetime max, and age limits.

Does the agent handle emergency and same-day pain calls?

Yes. Pain, trauma, avulsion, swelling, and abscess calls route through your emergency triage rules. The agent captures the pain scale, onset, trauma details, and recent symptoms, then either books into the same-day emergency slot you reserve each morning or warm-transfers to the on-call doctor. After-hours emergencies follow a separate script and route to your answering protocol.

Can it run Spanish-speaking patient intake end to end?

Yes. The agent detects Spanish on the first word and runs the entire intake in Spanish, including insurance capture, medical history screening questions, new-patient packet dispatch, and appointment scheduling. Many growing dental practices already have a Spanish-dominant patient base that was silently rolling to voicemail. Serving them on the first ring materially raises new-patient booking rate and referral flow.

How does orthodontic consult triage work?

Invisalign, clear aligner, and traditional ortho inquiries get a separate triage script. The agent captures age of patient, adult vs teen case, any prior records, chief concern, and ortho insurance. It books the complimentary consult, sends a bilingual intake packet, and flags records transfers needed from the previous dentist. For clear-aligner-only inquiries, we script around your exact case criteria so the consult day converts.

Will it reduce broken appointments and hygiene no-shows?

Yes. The agent runs bilingual confirmation calls and SMS at 48h and 2h before the visit, offers one-tap rescheduling, and automatically dials your waitlist when a cancellation lands. Dental practices running the full outbound program typically see a 40 to 55 percent reduction in broken appointments within 60 days. The biggest gains come on hygiene recall and new-patient confirmation.

More From Forge

See the rest of the Forge stack.

Forge Voice is one product in a suite built for service businesses and practices that want to stop losing revenue to operational drag.

Forge Voice

General Voice Page

The full Forge Voice product in 30+ languages. Any vertical.

Forge Agent

AI SMS + Web Chat

The text-side twin to Forge Voice. Same intake, over SMS and website chat.

Forge Vault

Patient Document Vault

Secure patient portal for forms, consent docs, and records with HIPAA-aligned controls.

Forge Desk

Back-Office Automation

Billing reminders, review collection, and recall programs for dental practices.

Stop losing new patients to the practice down the road that answered first.

Call the Forge Voice demo right now. Talk to the dental intake agent. Ask about booking an Invisalign consult in Spanish with insurance verification on the line. When you are ready, claim your launch slot.

Call +1 (234) 235-2314 Claim a Launch Slot