

Appointment Booking & Reminders
AI automatically books appointments, confirms them, and sends reminders by call or text. This reduces no shows and keeps your chairs full.

Patient Reactivation
Reaches out to patients who missed or delayed their checkups. Friendly calls encourage them to re-book, helping you recover lost revenue.

Insurance & Payment FAQs
Provides instant answers to questions about accepted insurance, payment plans, and out of pocket costs, or any other general questions
available 24/7.

After-Hours & Overflow Calls
Covers your phones when the clinic is closed or your staff are busy. Patients can still book, ask questions, or leave details without waiting.

Warm Transfer to Staff
When a call needs personal attention, the AI hands it off to your staff with full context. No need for patients to repeat themselves.

Post-Visit Follow-Ups (New)
After treatment, the AI checks in with patients, gathers feedback, and reminds them of upcoming care or hygiene visits. This improves patient satisfaction and helps you maintain long term relationships.
Initial Call & Discovery
We set up a call to learn about your practice, your current challenges, and what goals you want to achieve (fewer no shows, more reactivations, after hours support, etc.).
Customized Design
Based on what we learn, we design your AI phone agent fully tailored to your case, from appointment reminders to insurance FAQs to reactivation calls.
Implementation & Setup
We integrate the AI with your existing practice management software (Dentrix, OpenDental, Eaglesoft, etc.) and make sure it fits seamlessly into your workflow.
Testing & Optimization
Before going live, we test the calls, refine the scripts, and make adjustments so the agent sounds natural and works exactly as you need.
Ongoing Support
As your practice grows, we’ll help you adjust and optimize the AI to keep getting the best results.
Traditional phone systems and IVRs (the “Press 1 for appointments, Press 2 for billing” menus) are slow and frustrating for patients. SourCherry is different because it uses conversational AI. Patients simply speak naturally, and the AI understands their request in real time. For example, if a patient says, “I’d like to reschedule my appointment,” the AI can confirm the patient, check availability, and rebook the appointment without forcing them through menus. If the call requires a human, the AI transfers it with all the context so your staff know exactly what the patient needs. This creates a much smoother, more professional experience for patients and saves time for your team.
A SourCherry AI Phone Agent is a smart, automated assistant that answers your practice’s phone calls just like a staff member would. It can book and confirm appointments, answer common questions about treatments, insurance, and payments, and route calls to the right person when needed. By handling these routine tasks, the AI reduces pressure on your front desk team, shortens wait times for patients, and makes sure no calls slip through the cracks. This means your practice runs smoother, patients get faster responses, and your staff can focus on providing better in clinic care.
Yes. At SourCherry, compliance and security are a top priority. All patient interactions are encrypted both during calls and in data storage. We use strict access controls so only authorized staff can see patient data, and we keep detailed audit logs for accountability. Unlike generic call systems, our AI is designed with healthcare in mind, meaning your practice can confidently rely on it without risking compliance issues. HIPAA compliance ensures that sensitive patient information is always protected across every interaction.
Absolutely. Our AI can do more than just answer incoming calls. It can send automated reminders by call or text, follow up with patients after their visits to confirm recovery or gather feedback, and even reach out to patients who haven’t been in for a while. For example, if a patient hasn’t scheduled their 6-month checkup, the AI can call them directly, remind them, and offer to book them in. This helps reduce no-shows, increases patient loyalty, and ensures your chairs stay full without adding more workload for your staff.
SourCherry integrates with the most widely used dental practice management systems, including Dentrix, OpenDental, Eaglesoft, and others. Once connected, the AI can check appointment availability, log new bookings, update rescheduled visits, and record patient call details directly into your system. This removes the need for double entry and ensures your calendar and records are always accurate. By syncing with your existing system, the AI works as an extension of your team, not a separate tool you have to manage.
Every dental clinic works differently, which is why SourCherry never uses a one size fits all approach. In our first consultation call, we’ll go over your workflows, patient needs, and the specific challenges your practice is facing. Based on that, we’ll design a fully customized AI phone agent that fits seamlessly into your operations. This could include tailored call scripts, unique appointment reminders, or handling specific services you want to highlight. After launch, we continue to monitor and adjust the AI as your practice grows, making sure it always delivers the best results for your team and your patients.
