Challenge
“Notes happen in the car — or never.”
Unsigned charts pile up. Friday becomes next month’s problem.
How we help: Capture in the chair; file before the next patient sits.
Platform · building blocks
Susan is one module. Together they form the platform.
Chairside transcription and code lookup lock into Insurance Center, Foundations, Financials, Briefing, and Compliance. A la carte or full platform — you’re on the Susan block.
Module · Susan AI
Susan — AI assistant for transcribing and code lookup.
She’s the dental transcribe and CDT lookup assistant who stays calm when the day isn’t — chairside note, codes, and insurance check without another dashboard tab.
01 · Presence
A calm presence — not another dashboard
Doctors don’t want a third CRM tab. They want something that feels like a trusted colleague who already knows the chair is busy.
- Phone-native On the handset she discloses she’s AI, then gets out of the way of the handpiece.
- Almost human like Warm tone, short questions, no jargon fog. Humor when it helps. Never a lecture mid-procedure.
- Owner-safe framing We say agent / robot / AI — never model brand names in the product voice.
02 · Listening
She listens while you still have the handpiece
Banter with the assistant, then the real procedure note — tooth, surfaces, materials, anesthesia — captured without sticky-note archaeology after hours.
- Chairside first Talk the visit the way you already talk it. Susan structures; you don’t rewrite novels at lunch.
- Missing facts become questions If the tooth number wasn’t said, she asks — she doesn’t invent clinical details.
- Humans keep judgment You approve what lands on the chart. Susan drafts; she doesn’t freelance dentistry.
03 · The chart
Note, summary, filed — one packet
When the visit ends, the summary isn’t trapped in a voice memo. It files with the transcript so billing and the next hygienist aren’t guessing.
- Clinical summary Findings and plan in plain English your team can skim between chairs.
- Dated on the record SAMPLE visits show how the packet sits with the patient — not a lost chat thread.
- Hand-off ready Front desk and billing see the same story you just spoke.
04 · Billing help
Insurance lookup while you’re still talking
Susan doesn’t stop at the note. She pairs the visit with eligibility so checkout isn’t a surprise monologue at the front desk.
- Codes from the words Licensed CDT suggestions tied to what was actually said — see the transcription details page for the deep dive.
- Live eligibility Frequency, annual max, patient portion — before anyone walks to the front.
- Estimate, not awkward silence Patients hear a calm share-of-cost story instead of “we’ll mail you something.”
Challenges → how Susan helps
The Tuesday problems, named kindly
If one of these is your 2 a.m. thought, that’s the card to read twice.
Challenge
“I hate talking to software.”
Cold menus and model names kill trust mid-procedure.
How we help: Green-light presence, human tone, AI disclosed once — then quiet competence.
Challenge
“Billing finds out at checkout.”
Annual max was gone in March; nobody knew until the smile left the building.
How we help: Eligibility and estimate while the visit is still warm.
Challenge
“The team re-listens to invent codes.”
Billers replay audio like detectives. Doctors get pinged for tooth numbers at 7 p.m.
How we help: Quote-backed lines and questions for missing facts — not invented dentistry.
Hear it
Play a fictional visit with Sally
Green light on the phone, casual talk, a real procedure note, a live insurance lookup, and the summary on the chart — SAMPLE Smileworks / Lumen, no PHI.
Next
Go deeper on the live transcript stack
Want the plumbing — codes, eligibility, one procedure report? I’ll meet you on the Real-time transcription page and scroll that story too.