AI Assistant

Powered by your choice of AI provider. All data stays within your practice.

Connected to Claude (Anthropic)

Quick Actions

📝
Clinical Note Drafting
Generate structured clinical notes from voice dictation or shorthand
Input:
pt c/o sensitivity UR quad, cold test pos #3, rec RCT
Output:
Properly formatted SOAP note with subjective, objective, assessment, and plan sections
🗺
Treatment Plan Optimization
AI-suggested treatment sequencing and alternative options
Suggestion:
Based on patient history, recommend completing perio treatment before crown prep on #14
✓
Claims Optimization
Pre-screen claims for denial risk and suggest improvements
Example:
Claim for D2740 on #19 — suggest adding narrative: 'Existing amalgam restoration with recurrent decay and cuspal fracture'
📊
Financial Forecasting
Predict revenue, patient volume, and cash flow trends
Next Month Projection:
$56,200 (±$3,400) based on seasonal patterns and upcoming appointments
💌
Patient Communication
Draft recall messages, treatment explanations, and follow-up emails
Example:
Personalized recall message with treatment history and preferred appointment times
⏰
Smart Scheduling
Optimize scheduling based on procedure duration, provider skills, and patient history
Suggestion:
Move Crown Prep to Dr. Lee's morning block (higher production value)

Recent AI Activity

2 min ago — Clinical note drafted for Patient Johnson (Dr. Chen reviewed and approved)
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15 min ago — Claim D2740 optimized — added supporting narrative for #19
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1 hr ago — Weekly financial forecast updated — next month projection: $56,200
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2 hrs ago — Smart scheduling optimization applied to morning appointments
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3 hrs ago — Patient communication draft created for quarterly recall campaign
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4 hrs ago — Treatment plan optimization suggested for patient Martinez
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5 hrs ago — Claims batch pre-screened — 3 potential denial risks identified
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6 hrs ago — AI assistant enabled for clinical charting
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Yesterday — Monthly analytics report generated with performance insights
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2 days ago — API connection to Claude (Anthropic) successfully established
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AI Provider Connection

Claude (Anthropic)
Connected
Recommended for healthcare. Strong reasoning, HIPAA-eligible API.
OpenAI
Not Connected
GPT models for general AI tasks and specialized applications.
Custom/Self-Hosted
Not Connected
Connect your own AI endpoint or on-premise solution.

Feature Toggles

Feature
Enabled
Auto-Apply
Review Required
Usage This Month
Clinical Note Drafting
142 uses
Treatment Plan Suggestions
38 uses
Claims Pre-Screening
256 uses
Financial Forecasting
N/A
N/A
12 reports
Patient Communications
89 drafts
Scheduling Optimization
0 uses

Data & Privacy Settings

What data can AI access?
De-identify patient data before sending to AI
Replaces names and IDs with tokens. AI processes anonymized data, results are re-identified locally.
Store AI interaction logs
For audit, compliance, and improving AI quality over time.
All AI processing uses your API key. MyDentalPMS never stores your data on third-party servers. Your practice data remains fully under your control.

Usage & Cost Tracking

This Month's API Usage
537
requests
Estimated Cost
$12.40
USD this month
Budget Alert
$50
monthly limit
Daily API Usage (Last 30 Days)
Daily usage bar chart visualization
per month

AI Clinical Assistant

Input
AI-Generated Note
SUBJECTIVE: Patient presents with chief complaint of intermittent pain on tooth #14 over the past two weeks. Patient reports pain is triggered by thermal stimuli. Medical history significant for hypertension currently controlled with medications. OBJECTIVE: Intraoral exam: Tooth #14 responds with lingering sensitivity (15+ seconds) to cold testing. Percussion test elicits discomfort. Radiographic findings: Periapical radiograph reveals well-defined radiolucency at the apex of tooth #14, consistent with apical periodontitis. ASSESSMENT: Symptomatic irreversible pulpitis with symptomatic apical periodontitis, tooth #14 PLAN: 1. Immediate: Prescribe analgesic as needed 2. Refer to endodontist for root canal therapy evaluation and treatment 3. Schedule follow-up to monitor symptoms 4. Patient counseled regarding diagnosis and treatment options
AI Confidence: High
AI-generated content. Always review before saving to patient record. Medical responsibility remains with the treating provider.

Template Library

AI Performance Metrics

Notes Generated
142
this month
Avg Time Saved/Note
4.2
minutes
Total Time Saved
9.9
hours this month
Approval Rate
78%
accepted without edits

Financial Forecasting

12-Month Revenue Projection
12-month revenue projection line chart with confidence interval shading
Current Month
$52,400 actual
vs $54,000 projected
Next Month Projection
$56,200
±$3,400 confidence interval
• Projected increase driven by 3 new crown cases and seasonal hygiene recall volume

Claims Intelligence

Claims Optimized
256
this month
Denial Prevention Rate
12
estimated claims saved
Claims Optimization Impact
Revenue Protected
$4,800
estimated from prevented denials
Top Suggestion
Add clinical narratives to posterior crown claims (D2740, D2750)

Patient Communication Analytics

Messages Drafted
89
this month
AI Recall Open Rate
34%
vs 22% practice avg
Response Rate
18%
vs 12% practice avg