For Office Managers & Insurance Coordinators

Front Office Administration Team / Office Manager Quick Sheet

Use Overjet dashboards to identify treatment opportunities, support patients, and convert findings into completed care.

5 Key Actions

  1. Review the Overjet dashboard each morning

    Look at today’s patients and note AI findings that are not yet treatment planned.

  2. Verify and update appointments

    Confirm today's visit includes all needed procedures (e.g., X-rays due, sealants needed) and add any missing items from Overjet.

  3. Support patients through communication

    Reference that Overjet is used during their visit to give the doctor an even clearer view of their oral health and ensure they’re receiving comprehensive care.

  4. Drive treatment conversion

    When AI identifies untreated conditions, help ensure they're scheduled before the patient leaves.

  5. Use both dashboards to re-engage patients

    Restorative for unscheduled treatment and Recall for patients without upcoming visits. Reach out and schedule accordingly.

💬 Talk Track Example

"Hello, I'm calling to confirm [Patient's] appointment on [Date/Time]. You'll see in your visit that our doctors are now utilizing a new AI technology called Overjet. This helps them be more precise when reviewing your X-rays and show you the visuals to help you understand your dental care needs better."