Implementation playbook

Dental front desk overflow playbook

For dental practice managers and front desk teams. front desk teams juggle check-ins, billing, insurance, treatment flow, and phone demand. New patients are easy to lose during busy hours.

Workflow

Start with the smallest workflow that can prove revenue or response-time lift.

Hyper is built for agent work that needs evidence: transcripts, recordings, tool results, assignments, and outcomes.

1. Route overflow calls to an AI receptionist.

Make this step explicit in the agent instructions, tool permissions, and operator review flow.

2. Capture patient name, reason for visit, urgency, insurance signal, and preferred appointment window.

Make this step explicit in the agent instructions, tool permissions, and operator review flow.

3. Escalate emergency pain calls according to office rules.

Make this step explicit in the agent instructions, tool permissions, and operator review flow.

4. Send staff the transcript, recording, and booking status.

Make this step explicit in the agent instructions, tool permissions, and operator review flow.

Metrics

Track the numbers that prove it works.

overflow calls answered
new patient requests
emergency calls routed
appointments booked
front desk interruptions reduced