Book a Demo AI RECEPTIONIST · ORTHODONTICS
The AI receptionist for orthodontic practices that books the free consult, answers financing questions, and keeps every adjustment on cadence — booking, screening, and working recall on top of Dentrix and Open Dental, while clinical calls route to your team.
One demo line · every dental & vision workflow
Try: “Do you have any openings this week?”
No signup, no sales rep — just call it.
Book the correct appointment while completing required intake steps, identifying clinical concerns, updating the patient record, and keeping the patient moving toward completion.
Thank you for calling Bright Smile Dental — this is Camila. How can I help you today?
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Book the correct appointment while completing required intake steps, identifying clinical concerns, updating the patient record, and keeping the patient moving toward completion.
+270 moreResolution rate
Always available
Languages
Avg. handle time
Platform integrations
Keep your stack. Lumi works on top of it.
No rip-and-replace — Lumi layers onto your ortho PMS & booking software; PHI-system integration ships via a scoped API integration. 270+ integrations.
Dentrix
Eaglesoft
Open Dental
Curve
DenticonCaCareStack
tab32CalendlyThe front-desk loop
Different chairs, one pattern: a parent price-shopping a consult, a case ready to start, and an adjustment to move — arriving at night and on weekends, exactly when your front desk is closed and your orthodontist is with patients.
The price-shopping caller comparing three practices this afternoon — answered with your consult offer they book, unanswered they keep dialing.
A high-value new case ready to start treatment right now — the free consult that turns into a full case if someone picks up before the next practice does.
A routine cadence change that ties up the desk mid-day — and quietly breaks the every-6-week rhythm if it rolls to a voicemail box.
A discomfort call that is not a booking question — captured and routed, and if there's real pain, escalated to the on-call clinical team.
The logistical question that gates a multi-thousand-dollar case — answered on the spot it starts treatment, unanswered it walks.
The parent who can’t get through is calling the next practice on the list. A system should book the consult and keep the cadence before yours ever rings out.
What is an AI receptionist for orthodontic practices?
An AI receptionist for orthodontic practices answers every call, chat, and text the moment it arrives — 24/7, in 70+ languages — books the free braces or Invisalign consultation, captures the new-case lead, and schedules the recurring adjustment visits that keep a case on track. It answers the logistics that gate treatment — financing and payment plans, timelines, hours — and delivers it all to your ortho PMS via your scoped integration. It is HIPAA-compliant and signs a BAA. Crucially it is reception only — it never gives clinical or candidacy advice and never offers treatment opinions, and every clinical question routes to the orthodontist.
The difference a case feels
A voicemail or answering service
Lumi
A message in the morning is a case already started elsewhere. A booked consult on the calendar is the case you keep — captured, clinical routed, and in your PMS, with the adjustment cadence held full.
Answering the call is just the front door
Whatever comes through your phones, Lumi handles the front-desk work — booking the consult, capturing the case, keeping the adjustment cadence full — and hands anything clinical to the right person.
Voice, SMS, web chat, WhatsApp, email — every consult request, form, and reschedule answered in one place, so no prospective patient reaches a voicemail box after hours.
Reads your calendar and books the free braces or Invisalign consultation, captures the new-case lead, and delivers it to your ortho PMS via your scoped integration so your team opens a clean record.
Built to be HIPAA-compliant and signs a Business Associate Agreement — baseline for handling patient information, with an audit trail on every interaction.
Lumi answers logistics and books appointments. It never gives clinical or candidacy opinions, never says whether someone is a fit for treatment — clinical questions route to your orthodontist.
Books and confirms the recurring 4–8 week adjustment visits, recovers no-shows, and fills gaps — so an in-progress case never drifts off schedule.
Dentrix, Eaglesoft, Open Dental, Curve, Denticon — Lumi works on top of the systems your team already runs; direct read-write ships via a scoped API integration. No rip-and-replace.
Two jobs, one front desk
An orthodontic practice lives on two motions at once: turning a price-shopping call into a booked case, and holding a full case on its every-6-week rhythm for a year or more. Lumi does both — the lead and the cadence — without waking your clinical team.
The case starts on the phone
A parent comparing braces and Invisalign prices is a full case if someone answers before the next practice does. Lumi picks up calm, answers the pricing and financing that gate the decision, and books the free consultation — capturing the new-case lead and delivering it to your ortho PMS through your scoped integration so your treatment coordinator opens a clean record, not a voicemail.
Then Lumi keeps the chair full for a year or more
The price-shopping call becomes a booked consultation — Lumi captures the case and the orthodontist decides the plan.
Braces on or first aligners handed off — Lumi confirms the start appointment and answers the financing and care logistics.
The recurring rhythm of the whole case — Lumi books, confirms, and recovers each visit so the cadence never slips.
Braces off, retainer fitted — Lumi schedules the finish visit and the retainer-check recalls that protect the result.
Every skipped adjustment is a case drifting off plan and a chair sitting empty. Lumi books, confirms, and recovers the recurring 4–8 week visits — so the cadence stays full and the case finishes on time, while clinical stays with the orthodontist. Build a custom cadence play →
Built for a practice bound by HIPAA
A patient-intake line for an ortho practice needs walls, not improvisation. These four are wired in before the first call — so the front desk never crosses into clinical or candidacy opinions.
Lumi is built to be HIPAA-compliant and signs a Business Associate Agreement with your practice — baseline for handling patient information, not an add-on. It handles the minimum necessary and logs every interaction.
Lumi schedules, reschedules, qualifies, and answers logistics like pricing, financing, and timelines. It never says whether someone is a candidate for braces or Invisalign, never offers treatment opinions — every clinical or candidacy question routes to your orthodontist.
A popped bracket, a poking wire, or real discomfort is captured and, when there's pain, escalated to your on-call clinical team immediately. Nothing clinical is ever managed by the AI alone.
Lumi works on top of the ortho software you already run — direct read-write rides your integration path, a scoped API integration. You keep the systems you run; there's no rip-and-replace and nothing to migrate.
Questions, answered
Yes. Lumi works alongside Cloud9 and Dolphin Management, and general dental PMSs like Dentrix, Eaglesoft, Open Dental, and Denticon. Standard deployments carry consults, adjustment visits, and intake by scheduling links and task handoffs; direct read-write into your system is available through Redox or a custom API connection as a separate engagement. No conversion, no parallel calendar, nothing new for your team to learn.
Both. Answering wins the consult; the recurring work is what keeps chairs full. Lumi books, confirms, and recovers the every-4-to-8-week adjustment visits across a full treatment, all handed to your team, so cases stay on plan and finish on time.
No. Lumi answers factual and logistical questions — pricing, financing, timelines, what to expect — and books the consult. It never gives clinical or candidacy opinions; every clinical question routes to the orthodontist. Candidacy is a clinical judgment your team makes at the consult.
Lumi screens per the protocol you set. Routine discomfort gets first-morning booking with a flag for the orthodontist; a patient in real pain or a true emergency routes to your on-call orthodontist immediately, with the details captured. The AI never gives clinical advice — it makes sure the right human is reached.
Yes. Lumi is built to be HIPAA-compliant and signs a Business Associate Agreement as baseline. It handles the minimum necessary and logs every interaction for an audit trail.
Guides & comparisons
Give her your ortho line.
Open the demo and treat it the way your patients do — ask the price of braces, ask to book a consult, then ask something clinical. Then bring your call volume and your PMS to a walkthrough.
(520) 464-4425
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