Implementation guide · Custom Customer Systems
A prospective or existing patient contacts the practice while the front desk is helping people in the clinic. The administrative path must identify the reason for contact, preserve privacy, offer an approved next step, and send clinical questions to the dental team. This guide isolates how ai systems should behave at that moment rather than treating the entire operation as one automation project. Select and govern one AI-assisted job by defining its knowledge, permissions, records, actions, exceptions, supervision, and measurable completion state. For this dental practice, the job must use the practice or firm's approved language, records, ownership, and professional boundaries.
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Select and govern one AI-assisted job by defining its knowledge, permissions, records, actions, exceptions, supervision, and measurable completion state. For this dental practice, the job must use the practice or firm's approved language, records, ownership, and professional boundaries. The dental team retains diagnosis, treatment recommendations, clinical urgency, patient eligibility, insurance interpretation, and every care decision. The configured system may support only approved administrative response, intake, scheduling, routing, and follow-up.
Run one de-identified or synthetic patient-access inquiry through the configured path and verify that the agent completes the bounded ordinary job, declines prohibited actions, escalates uncertainty, records the result, and can be stopped by its owner. Record the expected state, actual state, exception owner, and corrective action before release. Do not release or continue the automated path when a clinical, urgent, privacy-sensitive, or insurance-specific question cannot be handled by the approved administrative path, or when the job is broad, success is subjective, permissions exceed need, or no person can review decisions and disable the system. Preserve the record and route the case to the named human owner.
Review one recent patient-access record from first contact through appointment, staff escalation, or documented closure. For AI Agents, also review the test set, tool calls, refusals, escalations, saved records, evaluator decisions, incidents, and shutdown procedure. This is an implementation control, not a performance claim. Validate it with the business's own recent records, approved policies, synthetic or de-identified test cases, and named human reviewers before release.
Implementation control sheet
Select and govern one AI-assisted job by defining its knowledge, permissions, records, actions, exceptions, supervision, and measurable completion state. For this dental practice, the job must use the practice or firm's approved language, records, ownership, and professional boundaries.
| Control | Release requirement |
|---|---|
| Required operating inputs |
|
| Release acceptance test | Run one de-identified or synthetic patient-access inquiry through the configured path and verify that the agent completes the bounded ordinary job, declines prohibited actions, escalates uncertainty, records the result, and can be stopped by its owner. Record the expected state, actual state, exception owner, and corrective action before release. |
| Stop condition | Do not release or continue the automated path when a clinical, urgent, privacy-sensitive, or insurance-specific question cannot be handled by the approved administrative path, or when the job is broad, success is subjective, permissions exceed need, or no person can review decisions and disable the system. Preserve the record and route the case to the named human owner. |
| Human boundary | The dental team retains diagnosis, treatment recommendations, clinical urgency, patient eligibility, insurance interpretation, and every care decision. The configured system may support only approved administrative response, intake, scheduling, routing, and follow-up. |
Approved service, location, scheduling, privacy, and escalation rules The practice-management record and staff owner for each booking exception Bounded job, approved knowledge, tool permissions, identity disclosure, and prohibited actions Test set, evaluator, escalation owner, monitoring, incident response, and shutdown control
The dental team retains diagnosis, treatment recommendations, clinical urgency, patient eligibility, insurance interpretation, and every care decision. The configured system may support only approved administrative response, intake, scheduling, routing, and follow-up.
Run one de-identified or synthetic patient-access inquiry through the configured path and verify that the agent completes the bounded ordinary job, declines prohibited actions, escalates uncertainty, records the result, and can be stopped by its owner. Record the expected state, actual state, exception owner, and corrective action before release. This is an implementation control, not a performance claim. Validate it with the business's own recent records, approved policies, synthetic or de-identified test cases, and named human reviewers before release.