Espire Dental deployed a Patient Statement AI Agent to post unapplied credits, generate statements, and send text-to-pay messages. It achieved 100% accuracy and supported a nearly $207,000 revenue increase in the month following implementation.
Seconds per patient
Agent accuracy
Nearly first-month growth
Approx. monthly records
Espire Dental is a multi-location dental services provider offering preventative care, routine cleanings, oral surgery, cosmetic procedures, and same-day crowns.
Its patient statement workflow handled approximately 20,000 records each month. Staff manually applied credits, generated statements, and sent individual text messages to patients.
Staff spent hours each day applying credits, generating statements, and sending individual patient messages.
Different dental locations required statements to be generated on specific days, adding complexity to the workflow.
Droidal developed a Patient Statement AI Agent to manage three core parts of the workflow. The Agent posts unapplied credits, creates statement batches, and completes text-to-pay communication and reporting.
The AI Agent logs into the EHR portal and posts credits from the previous six months.
It generates patient statements using daily location details and validates the creation of batch IDs.
The AI Agent sends statements to patients by text, updates the patient portal, and emails a summary report to the business team.
It emails a summary report of the completed statement activity to the business team.
Logs into the EHR portal and posts credits from the previous six months.
Generates patient statements using daily location details and validates the resulting batch IDs.
Sends statements to patients by text, updates the patient portal, and emails a summary report to the business team.
The AI Agent logs into the EHR portal and posts unapplied credits from the previous six months.
The AI Agent creates patient statements using the required daily location details and validates the batch IDs.
The AI Agent sends statements by text, updates the patient portal, and emails a summary report to the business team.
Map your statement workflow to identify where AI Agents could handle credit posting, batch creation, text-to-pay communication, and reporting.
