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AI RECEPTIONIST · ORAL & MAXILLOFACIAL SURGERY

The AI receptionist for oral surgery practices that captures the referral and books the surgical consult.

The AI receptionist for oral surgery practices that captures the referral, books the surgical consult, and handles pre-op and sedation logistics — booking, screening, and working recall on top of Dentrix and Open Dental, while clinical calls route to your surgeon.

  • Goal-driven AI agents — every chair and exam room booked
  • HIPAA-compliant, signs a BAA — every caller verified, every action logged
  • 270+ platforms, 70+ languages — Dentrix, Open Dental, Eaglesoft & more

One demo line · every dental & vision workflow

(520) 464-4425

Try:Do you have any openings this week?

  • looks it up
  • resolves it
  • logs it

No signup, no sales rep — just call it.

CHANNEL
WORKFLOWBook a Patient Visit

Book the correct appointment while completing required intake steps, identifying clinical concerns, updating the patient record, and keeping the patient moving toward completion.

1 / 5
↓ INBOUND
LIVE CALLHD
LumiTalk AI

Thank you for calling Bright Smile Dental — this is Camila. How can I help you today?

WORKFLOW STEPS
1
Identity verified

In progress

2
Clinical concern routed for review

Queued

3
Medication change captured

Queued

4
Temporary hold managed

Queued

5
Care team briefed

Queued

RESOLVED

Workflow completed successfully

↓ INBOUND — customer reaches inPATIENT SCHEDULING AGENT · LIVE AVATAR

Book a Patient Visit

Book the correct appointment while completing required intake steps, identifying clinical concerns, updating the patient record, and keeping the patient moving toward completion.

Identity verifiedVerifies identity before accessing the patient recordClinical concern routedClarifies whether the visit is routine or may require clinical reviewMedication change capturedScreens for urgent symptoms without diagnosing
Works inathenahealthEpiceClinicalWorksCalendlyTwilio+270 more
98%

Resolution rate

24/7

Always available

70+

Languages

< 5 min

Avg. handle time

270+

Platform integrations

Keep your stack. Lumi works on top of it.

No rip-and-replace — Lumi layers onto your PMS & referral tools; PHI-system integration ships via a scoped API integration. 270+ integrations.

Dentrix logoDentrixEaglesoft logoEaglesoftOpen Dental logoOpen DentalCurve Dental logoCurve DentalDenticon logoDenticonCareStackCalendly logoCalendly

The inbound loop

Check your missed calls. It’s the same referral and consult calls on repeat.

Different offices, one pattern: a referring dentist with a case to hand off, a patient ready to book a consult, and a sedation or post-op question — arriving at night and on weekends, exactly when your front desk is closed and your surgeons are in the OR.

  1. 01
    I'm calling from Dr. Alvarez's office to refer a patient.

    A referring dentist's front desk with a case to hand off — provider, patient, and procedure that must be captured cleanly or the referral goes to whichever surgeon answers.

    referral
  2. 02
    My dentist says I need my wisdom teeth out.

    A referred patient ready to book the extraction consult — who calls the next surgeon on the list the second this one goes to voicemail.

    extraction
  3. 03
    I'm interested in getting dental implants — what's next?

    A high-value implant consult that starts with logistics, not surgery — booked instantly it stays; unanswered it goes shopping.

    implants
  4. 04
    Will I be put to sleep? What do I do before surgery?

    Sedation and pre-op logistics — NPO instructions, a ride home, medications to disclose — captured for the team, never answered as clinical advice.

    sedation
  5. 05
    I had surgery yesterday and it won't stop bleeding.

    A post-op concern after hours that the front desk must never manage — routed straight to the on-call surgeon, immediately.

    post-op

The referring office that can’t get through is calling the next surgeon on the list. A system should capture the referral and book the consult before yours ever rings out.

What is an AI receptionist for oral surgery practices?

It captures the referral and books the surgical consult — it doesn’t practice medicine.

An AI receptionist for oral surgery practices answers every call, chat, and text the moment it arrives — 24/7, in 70+ languages. It captures referrals from GP and dentist offices, books surgical consults on your calendar, gathers the pre-op basics and sedation logistics, and verifies insurance, delivering it all to your practice-management system and referral tools via your scoped integration. It is HIPAA-compliant and signs a BAA. Crucially it is reception and intake only — it never gives clinical or treatment advice, sedation guidance, or candidacy opinions. Every clinical question routes to your surgical team, and any post-op or acute concern routes to the on-call surgeon immediately.

The difference referring offices feel

An answering service takes a message. Lumi captures the referral and slots the case.

A voicemail or answering service

  • Takes a name and a number for someone to call back
  • Fumbles the referral — misses the provider, patient, or procedure
  • Can't book the surgical consult or slot a sedation case
  • Books nothing — just logs a message for the morning
  • Rolls to voicemail after hours, so a bleeding post-op reaches no one

Lumi

  • Captures the full referral — provider, patient, procedure, urgency
  • Books the surgical consult live on your calendar
  • Gathers pre-op basics and sedation logistics into a clean record
  • Verifies insurance and answers hours, prep, and pricing on the spot
  • Routes clinical to your team — post-op or acute to the on-call surgeon

A fumbled referral is a case that lands with another surgeon. A captured referral with the consult booked and the sedation case slotted is the surgery you keep — clean in your PMS, clinical routed.

Answering the call is just the front door

One agent for the whole front desk — and route every clinical call to your team.

Whatever comes through your phones, Lumi handles the front-desk work — capturing referrals, booking consults, gathering pre-op basics — and hands anything clinical to the right person.

One front desk, every channel

Voice, SMS, web chat, WhatsApp, email — every call, referral fax follow-up, and text answered in one place, so no referring office or patient reaches a voicemail box after hours.

Referral intake, done right

A dentist's office calling to refer a patient is captured the same disciplined way every time — referring provider, patient, procedure, and urgency — and delivered to your PMS via your scoped integration so your team opens a clean surgical file.

HIPAA-compliant, BAA signed

Built to be HIPAA-compliant and signs a Business Associate Agreement — baseline for handling patient information, with an audit trail on every interaction.

Reception, never clinical advice

Lumi books consults and gathers pre-op basics. It never gives clinical or treatment advice, sedation guidance, or candidacy opinions — clinical questions route to your care team, and post-op or acute concerns to the on-call surgeon.

Answered in 70+ languages

Every patient and referring office in their own language, around the clock — with the referral and intake summarized in English in your system for any coordinator.

On top of the software you run

Dentrix, Eaglesoft, Open Dental, Curve, Denticon, CareStack, plus your referral tools — Lumi works on top of the systems your team already runs; direct read-write ships via a scoped API integration. No rip-and-replace.

Why an OMS front desk is its own animal

A referral has to land clean — and the sedation case has to slot right. Lumi does both.

A general receptionist takes a message. Oral surgery runs on referrals from other offices and a day-sheet of anesthesia blocks that can’t be double-booked. Lumi captures the handoff and books the case into the right room.

Referral captured · live

Referring provider
Dr. M. Alvarez, DDS · Bayview Family Dental
Patient
Referred patient · DOB & contact on file
Procedure
Surgical extraction — impacted third molars
Urgency
Symptomatic — consult within the week

Provider, patient, procedure, urgency — delivered to your PMS and referral tools via your scoped integration. The referring office gets a clean confirmation, not a callback.

Surgical day-sheet · anesthesia blocks

TimeCaseAnesthesiaRoomPre-op
7:30 AMImpacted third molars ×4IV sedationOR 1Pre-op cleared
9:00 AMImplant consult — new referralLocalOp 3Consult
10:15 AMBone graft + implant placementIV sedationOR 1NPO confirmed
12:30 PMFull-arch reconstructionGeneralOR 2Ride confirmed
2:45 PMWisdom-teeth extraction consultLocalOp 2Consult

Local, IV sedation, or general — Lumi slots the case into the right room and confirms the pre-op logistics (NPO, a ride home, medications to disclose) so nothing bumps on the day.

Build a custom referral-intake play →

Built for a practice bound by HIPAA

Hard boundaries for oral-surgery calls.

A patient-intake line for a surgical practice needs walls, not improvisation. These four are wired in before the first call — so the front desk never crosses into clinical care.

HIPAA-compliant, BAA signed

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.

It never gives clinical advice

Lumi captures referrals, books consults, gathers pre-op basics, and verifies insurance. It never gives clinical or treatment advice, sedation guidance, or candidacy opinions — every clinical question routes to your surgical team.

Post-op or acute emergency → the on-call surgeon

A post-op complication, uncontrolled bleeding, or an acute concern routes to your on-call surgeon immediately, with the details captured. Nothing clinical is ever managed by the AI alone.

On top of your PMS + referral tools

Lumi works on top of your existing practice-management system and referral tools — 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

What oral surgeons ask before switching on Lumi.

How does it handle referrals from other dental offices?

Lumi captures the referral conversationally the same disciplined way every time — referring provider, patient, procedure, and urgency — and hands it to your team, with PMS and referral-tool write-back available via Redox or a custom API connection. The referring office gets a clean confirmation that the handoff landed instead of waiting on a callback, which protects the referral relationship your practice runs on.

Can it schedule sedation and OR cases correctly?

Yes. Lumi books the surgical consult and slots the case into the right anesthesia block — local, IV sedation, or general — in the right room, and confirms the pre-op logistics your team requires, like NPO status, a ride home, and medications to disclose, so nothing bumps on the day of surgery.

Does it give patients clinical or pre-op instructions?

It relays the standard logistical pre-op requirements your practice sets — such as fasting and arranging a ride — but it never gives clinical or treatment advice. Every clinical question routes to the surgeon, and a post-op complication or acute concern routes to the on-call surgeon immediately, with the details captured.

Is it HIPAA-compliant?

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.

Does it work with our practice-management and referral software?

Yes. Lumi works alongside the PMS you already run — Dentrix, Eaglesoft, Open Dental, Curve, Denticon, or CareStack — plus the referral tools your practice uses. Standard deployments carry referrals and bookings by task handoffs, keeping PHI out of CRM integrations; direct PMS read-write is available through Redox or a custom API connection as a separate engagement. No migration, nothing new to learn.

Guides & comparisons

Read before you switch it on.

All dental articles

Give her your referral line.

Call the demo line like a referring office. Watch it capture the referral — and route clinical to your team.

Open the demo and treat it the way your referring dentists do — refer a patient for wisdom-teeth or implant surgery, ask a sedation question, then ask something clinical. Then bring your call volume and your PMS to a walkthrough.

(520) 464-4425
Book a Demo