AI automation for every dental practice management system

Nexa Dental AI

Runs 20+ automated agents before your team arrives, then delivers prioritized action lists, pre-visit briefs, insurance intelligence, patient communications, and approved PMS write-back.

nexadentalai.com

PMS-wide automation Works across dental practice management systems, not one vendor.
Controlled write-back Updates, tasks, messages, payments, and scheduling actions can write back after practice-approved rules.
One morning queue Every agent writes to a unified, prioritized recommendations engine.
Why practices use it

Know exactly who to call, what to verify, and what to say.

Nexa Dental AI turns practice management data into a daily operating plan for small-to-mid practices. It surfaces production opportunities, claim risk, patient risk, no-show risk, and pre-visit context without asking the team to learn another complicated system.

01

Start the day with clarity

Morning dashboard, doctor brief, and Top 5 Today arrive before the huddle.

02

Prevent appointment surprises

Insurance, hygiene, treatment, cancellation, and chair-time agents prepare the team early.

03

Recover revenue already in the system

Unscheduled treatment, recall, AR, claim aging, appeal drafting, and benefits alerts are ranked by impact.

04

Ask questions in plain English

Manager Chat answers operational questions with real numbers from the practice database.

Live production deployment

Built against real practice management data, not a toy dataset.

The platform is running at a solo general-dentistry practice and has been tested against live operational data.

1,800+active recommendations generated automatically
20+agents running daily, weekly, or event-driven
141patients with balances tiered in the first AR triage run
189insurance alerts surfaced in the first Monday scan
2,694historical appointments used for cancellation modeling
$0additional hardware required for the base install
Live feature set

Twenty-seven capabilities, grouped the way a practice actually works.

Morning intelligence

Morning Dashboard

Production, collections, schedule snapshot, claim audit, AR, recall, and open treatment in one daily view.

Morning intelligence

Doctor Daily Brief

A doctor-only digest with today's patient context, insurance alerts, production recap, and top recommendations.

Morning intelligence

Top 5 Today

Deduplicates active recommendations and gives the front desk the five highest-impact actions.

Pre-visit intelligence

Hygiene Pre-Visit Brief

Radiographs, perio status, fluoride eligibility, planned treatment, and benefits before hygiene visits.

Pre-visit intelligence

Treatment Acceptance Brief

Acceptance history, payment behavior, outstanding treatment, and insurance context before treatment visits.

Pre-visit intelligence

Insurance Verification Worklist

Flags missing coverage, stale benefits, exhausted benefits, and new-patient issues 48 to 72 hours ahead.

Schedule optimization

Cancellation Predictor

Per-practice model scores today's schedule for no-show risk and surfaces standby options.

Schedule optimization

Chair-Time Arbitrage

Shows chair utilization, double-bookings, unassigned appointments, provider distribution, and gaps.

Schedule optimization

Schedule Gap Filler

Looks seven days ahead for low-production days, open blocks, sooner-if-possible patients, and recall candidates.

Schedule optimization

Smart Scheduling Assistant

Matches open blocks with patients who have pending treatment or overdue recall by value and urgency.

Revenue recovery

Unscheduled Treatment Recovery

Ranks accepted-but-unscheduled treatment by value, age, benefits, and timing.

Revenue recovery

Recall / Recare Engine

Builds due-soon and overdue call lists while excluding likely inactive patients.

Revenue recovery

Claim Aging Report

Groups unpaid claims by aging bucket and separates collectible items from stale cleanup.

Revenue recovery

AR / Collections Triage

Scores balances by size, aging, payment behavior, and insurance status so staff calls the right accounts first.

AI communications

Appeal Drafter

Drafts professional insurance appeal letters for underpaid or zero-paid claims.

Insurance intelligence

Insurance Alerts

Finds benefits expiring soon, deductibles already met, and annual maximums approaching.

Patient risk

Patient Risk Scorecard

Scores financial, clinical, and attrition risk so the team can intervene before patients drift away.

AI communications

Outreach Copywriter

Drafts recall and treatment outreach with de-identified placeholders for staff review.

Accountability

End-of-Day Reconciliation

Catches no-shows, walkouts without next appointments, production gaps, and services not claimed.

Dashboard

Unified Web Dashboard

Role-based dashboard with recommendation actions, agent run history, reports archive, and status cards.

Dashboard

Manager Chat

Natural language Q&A over operations and PMS data with PII redaction before AI calls.

Patient communication

Post-Treatment Follow-Up

Procedure-specific next-day follow-ups, post-op care reminders, balance notes, and next-visit prompts.

Reputation

Google Review Generation

Requests reviews after positive visits while avoiding patients with complaints or recent outreach.

Payments

Payment Links / QuickBooks

Generates payment links for balances, attaches them to AR outreach, and reconciles through QuickBooks.

Scheduling

Online Scheduling

Accepts requests for new patients, hygiene, emergency, and same-day visits with PMS write-back support.

Patient education

Patient Education Portal

Linkable procedure explainers and post-op instructions that can be personalized from treatment plans.

Patient portal

Patient Portal MVP

Secure patient login for balances, payments, upcoming appointments, and appointment requests.

How it works

A practical AI operations layer, installed beside the PMS.

1

Install on the office server

Runs locally, in the cloud, or beside the existing PMS server depending on the practice setup.

2

Connect and act

Reads, analyzes, and can write approved updates back to supported practice management systems.

3

Run agents

Daily, weekly, and event-driven agents score opportunities and generate reports.

4

Track outcomes

Staff marks called, booked, declined, or dismissed so the feedback loop gets smarter.

Any dental PMS
secure integration
Nexa Dental AI agents
recommend + automate
SQLite ops DB
email + dashboard + write-back
Front desk, doctor, manager
Day in the life

The important work is queued before people start answering phones.

Cancellation PredictorNo-show risk and standby list.
Pre-Visit BriefsHygiene and treatment context.
Morning DashboardProduction, claims, AR, recall, open treatment.
Insurance + TreatmentVerification flags and recovery call lists.
Top 5 TodayThe highest-impact front-desk actions.
End-of-Day ReconciliationClose the loop on missed actions.
Built for the whole practice

Different roles get different clarity.

For doctors

Walk into appointments knowing acceptance history, payment behavior, insurance situation, and open treatment.

For office managers

Replace scattered reports with one prioritized list, AR triage, insurance worklists, and end-of-day accountability.

For front desk

Start with Top 5 Today, ready-to-call lists, AI-drafted messages, and schedule gap candidates.

Security and compliance

Designed for practices that do not want patient data floating around the internet.

Deployment fits the practice

Use local, hybrid, or cloud deployment depending on the PMS, compliance posture, and workflow needs.

De-identified AI calls

Names, SSNs, contact information, and other PII fields are stripped before Claude requests.

Role-based dashboard and audit trail

Doctor, manager, and admin access levels track who viewed, approved, changed, and sent each action.

Approved automation

Write-back actions follow practice rules, user permissions, and audit logging instead of uncontrolled edits.

Packaging

Start with operations, then add AI where it earns its keep.

Core

$99/month

Morning intelligence, schedule optimization, revenue recovery, insurance alerts, and web dashboard.

Data-driven daily briefings

Enterprise

$499/month

Professional plus advanced write-back workflows, custom PMS integrations, and multi-location support.

Custom roadmap
FAQ

Questions practices ask before installing.

Can Nexa Dental AI write back to my practice management system?

Yes. Nexa Dental AI can write approved updates, scheduling actions, messages, payments, and workflow outcomes back to supported practice management systems.

Does patient data leave the office?

The base install is on-premise. AI features use de-identified payloads, and cloud features are opt-in.

Who is this built for?

Small-to-mid dental practices using any practice management system, with workflows that can expand from one provider to multi-location groups.

Is an AI key required?

No. Core agents work without AI. Claude enables communications, appeal drafting, and Manager Chat.

Book a demo

Schedule a 30-minute Nexa Dental AI walkthrough.

Pick a time that works for you. The first conversation maps your PMS, provider count, server setup, email workflow, and which agents should run first.

Contact us at hello@nexadentalai.com

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