The roster
Six agents, hired in an afternoon.
Each one is trained for a single job in the practice and works inside the PMS you already run — the same roster you'll see on your dashboard. Three are on shift today; three are in training.
Agent 01
Scribe
Writes every appointment note and charts by voice, live.
- Structured, signature-ready notes assembled live during the visit.
- Full-mouth probing in your custom order, rendered on the odontogram as spoken — restorative findings charted hands-free.
- SmartStart™ opens each visit type with the right template and structure.
- Intelligent Reprompting™ asks for what a defensible record still needs — before you sign.
Works in every operatory, on every visit type — see notes on the platform
Agent 02 · In training
Tx Planning
Turns charted findings into a sequenced, presentation-ready treatment plan.
- Drafts the plan from the signed note and chart — never retyped.
- Sequencing that respects clinical priority, so the conversation with the patient starts organized.
In training — joins the roster soon.
Agent 03 · In training
PracticeShield
Audits every synced record for administrative deficiencies.
- Catches administrative deficiencies before they become findings.
- Holds each synced note to the standard an auditor reads it by — continuously, not at year end.
In training — joins the roster soon.
Agent 04 · In training
Ledger
Files every claim and works the ledger until it's paid.
- Claims drafted from the signed note and chart — never retyped.
- Preauths assembled with the narratives and attachments payers ask for.
- Denial pushback drafted with the record to back it.
- Unpaid claims and patient balances followed continuously — the ledger reconciled against what payers actually paid.
In training — joins the roster soon.
Agent 05
CareGuard
Watches your synced patients and flags the ones slipping through the cracks.
- Watches the patients synced to Rebrief — each day's schedule and everyone synced before.
- Flags the patients who should be in a chair and aren't, from your synced visit history.
- Every flag lands in one review queue your front desk can work.
Works from the schedule your agent syncs each morning.
Agent 06Beta
Comms
Answers the phone and keeps tomorrow's book full.
- The AI receptionist answers, books, and reschedules in the practice's own voice.
- Live availability synced from your schedule, so bookings land where they fit.
- Hands the call to your front desk the moment it matters.
Works with the schedule in the PMS you already run.
Looking for Evidence — cited clinical answers, chairside? It’s built into the platform, in every operatory — see Evidence on the platform.
Hire the whole roster in an afternoon.