
Why They’re Here
Your Front Desk Has Dozens of Small Jobs Competing for Attention Every Day.
Confirmations.
Collections.
Recalls.
Treatment follow-ups.
Open chairs.
Your AI Teammates Make Sure None of Them Gets Missed.

Connie
Confirmation Coordinator
More Confirmations. Less Time on Phones.
- 01Reaches every patient.
Connie sends texts and emails, then calls patients who still have not responded.
- 02Sounds like your office.
- 03Keeps your schedule updated.


Colby
Patient Collections Coordinator
More Balances Paid. Fewer Awkward Calls.
- 01Follows up for your team.
Colby reaches patients based on the collection schedule you choose.
- 02Makes payment easy.
- 03Calls when needed.


Cathy
Recall Coordinator
Overdue Patients, Back on Your Schedule.
- 01Finds who is due.
Cathy looks at your recall list and identifies patients who need to return.
- 02Reaches out for you.
- 03Books the visit.


Cara
Treatment Coordinator
More Diagnosed Treatment Gets Scheduled.
- 01Finds unscheduled treatment.
Cara identifies treatment plans that still do not have an appointment.
- 02Follows up while it matters.
- 03Brings your team in when needed.

Already on the Job
What Your Practice Gets Back.
Connie and Colby are already working inside dental practices. These results come from their first few months on the job in CareStack. And for every hundred patient conversations they handled, only about one needed a person.
of Your Schedule Worked.
Connie handles confirmations across your schedule, without your team chasing every appointment by hand.
Connie

of Responses Came Early.
Patients respond sooner, giving your team more time to fill openings before valuable chair time is lost.
Connie

of Reached Patients Paid.
More than a third of reached patients paid after Colby followed up with them.
Colby

Needed Staff Support.
Colby handles routine follow-up end to end, escalating only when a patient needs a person.
Colby

Frequently Asked Questions About CareStack AI Teammates
More questions?
CareStack AI Teammates are designed to handle routine front-office workflows in dental practices. They can support appointment confirmations, patient collections, recalls, treatment follow-up, and scheduling while keeping your team in control.
AI Teammates are designed around specific dental workflows. Depending on the teammate, they can confirm appointments, follow up on patient balances, contact overdue recall patients, follow up on unscheduled treatment, and help fill openings in the schedule.
Connie sends patients texts and emails and can call patients who have not responded. Patient responses then flow back into CareStack so the practice schedule stays updated.
Colby follows up with patients according to the collection schedule selected by the practice. Patients can receive a secure payment link and, when needed, Colby can follow up with a call from the practice.
Yes. The teammates designed for scheduling workflows can work with appointment information inside CareStack. For example, Connie sends confirmation responses back into CareStack, while Cathy and Casey are designed to help book patients into appropriate available appointments.
Connie, the Confirmation Coordinator, and Colby, the Patient Collections Coordinator, are currently available. Cathy, Cara, and Casey are planned as additional teammates for recall, treatment follow-up, and scheduling workflows.
AI Teammates are designed to handle routine workflows and repetitive follow-up while keeping the practice team in control. When a patient needs additional help or a conversation requires the team, the workflow can bring staff back in.











