Solutions > AI Powered Dental & Medical Agent

Introducing Umbrella's AI-powered multilingual Dental & Medical receptionist and collector: a revolutionary solution designed to enhance your dental practice's efficiency and customer service. This advanced AI system performs all the tasks of a human receptionist  and collector across phone, chat, and email, seamlessly integrating with popular dental management software systems.

 

Certifications: SOC2, PCI, HIPAA and PIPEDA

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It can do the following:

• Powered by Umbrella's empathy engine for a customer centric focus

• Perfect for DSO (Dental Support Organization), DPO (Dental Partnership Organization) and MSO (Management Support Organization)

• Infinitely scalable

• Integrate with Medical and dental practice management software

• Seamless integration for plug and play without disrupting your operations

• Trusted by Canadian banks and financial institutions for collections

• Realtime sentiment analysis via tonality detection and context to better understand customer needs

• Inbound and outbound

• Payment collections and reminders

• Negotiate payment plans if needed

• Scheduling appointments

• Greet patients

• Assisting patients with filling out paperwork

• Respond to patient questions and concerns

• Check daily appointment schedule

• Schedule patient appointments

• Update patient insurance information

• Prepare and send patient bills

• Answer incoming calls

• Communicate with patients

• Create a new patient chart

• Perform administrative tasks

• Supports multi - languages: English, French, Spanish, Arabic, with many more coming shortly
   

It is capable of engaging multiple customers simultaneously through its omnichannel capabilities, our AI receptionist ensures your practice operates smoothly, increases patient satisfaction, and optimizes your workflow, allowing you to focus on providing top-notch dental care. Embrace the future of dental practice management with our cutting-edge technology.

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Umbrella also specializes in custom AI process automation such as application information validation and adjudication as well as integration with various systems. 

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Use Case Example: Manual Insurance Verification is Inefficient & Unscalable

Traditionally, when a patient fills out an insurance form, a back-office team manually reviews and verifies the information before submitting it for processing. The process typically involves:

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1. Reviewing the Patient’s Insurance Form – A staff member manually checks the submitted insurance application for completeness and accuracy.

2. Cross-Referencing Insurance Portals – The staff logs into the insurance provider’s portal to verify policy details, coverage limits, eligibility, and co-pays.

3. Validating the Patient’s Policy – Ensuring that the insurance policy is active and covers the required treatment.

4. Submitting the Application – Once validated, the information is sent for processing.

5. Handling Errors or Incomplete Applications – If there’s missing information, discrepancies, or errors, staff manually contacts the patient to correct them.

This manual workflow is time-consuming, prone to human error, and impossible to scale as a DSO/DPO expands across multiple locations.

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We designed an AI powered that would eliminate the need for manual processing, automating the entire workflow.