For Dental Assistants

Dental Assistant Quick Sheet

Key actions, roles, and daily workflow.

4 Key Actions

1

Capture and upload X-rays

Take clear, properly angled images so Overjet can analyze them instantly.

2

Open patient in Overjet

Confirm today's images are available for the doctor's review.

3

Support doctor chairside

Display relevant images, note AI-flagged areas, and record doctor findings or treatment recommendations.

4

Complete documentation and patient handoff

Enter notes or codes as directed, confirm follow-up, and escort or dismiss the patient.

💬 Talk Track Example

"Dr. [Name] will review your X-rays with our Overjet AI technology. You'll notice areas highlighted here that help us show what's going on—Dr. [Name] will explain the findings to you shortly."

Roles

Patient Education & Communication

Bridge the gap between clinical teams and patients by reviewing, explaining, and helping patients understand their personalized treatment plan options.

Chairside Assisting / Expanded Functions (if applicable)

Work directly with the dentist, passing instruments, and operating suction devices during procedure.

Infection Control & Room Prep

Set up, sanitize, and sterilize operatories and equipment, strictly adhering to OSHA regulations.

Patient Management

Greet and seat patients, update medical history, and ensure patient comfort.

Radiography & Laboratory

Capture high quality images and take dental impressions for study models and lab cases.

Administrative Duties (if applicable)

Schedule appointments, manage patient records, and order supplies.

Workflow

Prepare for the Day

Daily Patients Page

Use Search bar to customize and enhance prep. Filter to designated operatory to review scheduled patients.

Use Filter Cards

Confirm the patients "due for bitewings"; add to the appointment if needed.

Identify patients with sealants due (>=3 years since placement, unrestored tooth).

Collaborate with Front Office Admin team on insurance verification and benefit allowances before the visit.

Review AI Findings

Red outlined Findings: Restorative potential

Capture opportunities for the morning huddle to align hygiene, doctor, and front desk.

Blue Outlined Findings: Periodontal potential, PARL, and Implant opportunities

Click on Patient's Name Column

Review existing radiographs and images with Vision AI.