Cosmetic Dentistry Consultation
Inbound call for cosmetic dental services — veneers, whitening, Invisalign, etc.
When this runs
classifies this work type when the caller says things like:
How the call goes
3 surface rules tied to missing field definitions. Urgent first.
Ask which cosmetic procedure they are interested in.
important“What cosmetic procedure are you interested in — veneers, whitening, Invisalign, bonding, or something else?”
Field: Procedure of interest
Gently inform them that most cosmetic procedures are not covered by insurance and ask about their awareness.
important“Just so you know, most cosmetic dental procedures aren't covered by insurance. We do offer financing options — would you like to hear about those?”
Field: Dental insurance (cosmetic often not covered)
Ask what about their smile they'd like to improve.
important“What is it about your smile that you'd like to change — color, alignment, gaps, chips, or something else?”
Field: Primary cosmetic concern
Extracted without a dedicated prompt
extracts these from the transcript in real time. If the caller does not mention them naturally, staff can confirm them during wrap-up.
Guardrail signals
If staff says anything matching one of these examples, an urgent warning surface is created.
Never guarantee specific cosmetic results.
Do not quote exact procedure costs without a consultation.
Never claim insurance will cover cosmetic procedures unless verified.
When the call ends
Before staff can end the call, walks them through a wrap-up checklist, then prepares the captured fields for the work record.
Wrap-up checklist
- Confirm callback number
- State next step
- Send confirmation
- Mention financing options
Then creates a appointment encounter with:
- Caller name
- Callback number
- Email address
- Procedure of interest
- Primary cosmetic concern
- Existing patient at practice
- Dental insurance (cosmetic often not covered)
- Interest in financing options
- Preferred consultation time
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