Dental Practice Onboarding

Let's start with your practice

A few basics to get your dental AI configured from day one.

Practice Name *

Website URL

Primary Phone *

Your answers are saved automatically

About You

Who are we working with?

We'll use this to confirm details and get in touch.

Your Name *

Your Email *

Your Role *

Practice Location

Where is your practice located?

Practice Address *

After-Hours / Secondary Phone

Office Hours

Practice Type

What kind of dental practice are you?

This shapes the terminology, tone, and knowledge base for your AI.

Practice Type *

Number of Dentists / Providers

Practice Management Software

Services

What services do you offer?

Check everything that applies — your AI will be trained on these.

Other Services or Specialties

Procedures You Refer Out

Call Actions

What should your AI do on calls?

These settings control how your AI handles every inbound patient call.

Pencil In Appointments?

Yes No

Handle New Patient Inquiries?

Yes No

Answer Insurance Questions?

Yes No

Answer Treatment FAQs?

Yes No

Collect Patient Information?

Yes No

Handle Cancellations?

Yes No

Call Instructions

Any other call instructions?

Other Call Actions or Instructions

Your Brand

What should your AI sound like?

How patients experience your AI is how they experience your practice.

AI Tone

AI Name Preference

What Makes Your Practice Stand Out?

Brand Voice

What should your AI say — and not say?

Always Mention

Topics or Questions to Avoid

Appointments

What appointment types do you offer?

Appointment Types (check all that apply)

Walk-Ins Accepted?

Yes No

Advance Notice Required

Booking Details

How should appointments be booked?

Booking Method

Online Booking Link (if applicable)

Cancellation Policy

What Should New Patients Bring?

Insurance & Payments

How do patients pay?

Your AI will answer these questions dozens of times a week.

Insurance Plans Accepted

Accept Credit Cards?

Yes No

Accept CareCredit / Financing?

Yes No

In-House Payment Plan?

Yes No

Free Consultation?

Yes No

Knowledge Base

What do patients ask about most?

This trains your AI to answer questions accurately with your practice's voice.

Most Common Patient Questions

Key Facts Your AI Should Always Know

Emergency Handling

How do you handle dental emergencies?

What Counts as a Dental Emergency?

Same-Day Emergency Appointments?

Yes No

After-Hours Emergency Action

After-Hours Instructions

Emergency Contact

Who handles after-hours emergencies?

Emergency Contact Name

Emergency Contact Phone

Escalation Method

Notifications

How should we notify your team?

Daily Report Email

Call Summary Delivery

Urgent Alert Contact

Preferred Alert Method

Compliance

HIPAA & compliance

Company Periscope handles all patient data with full HIPAA compliance.

HIPAA Acknowledgment * I understand that all patient information collected through this AI system will be handled in accordance with HIPAA requirements.

BAA Required?

Yes No

Compliance Contact (if different)

Final Setup

Last few things and you're done

Call Forwarding — When should AI answer? (select all that apply)

All Calls — 24/7, every inbound call After Hours — outside of business hours Overflow / No Answer — when staff can't pick up

Rings Before Forwarding

Multilingual Support Needed?

Yes No

Languages Spoken at Practice

Common Challenges or Pain Points

What Does Success Look Like?

Anything Else We Should Know?