AIMA

Features

Everything you need to run the phone line with confidence.

From the first hello to weekly manager insight, AIMA covers voice, control, payments, recovery and reporting.

Inbound voice

Professional AI voice agents on your practice number

AIMA answers as your digital assistant, in clear conversational English, and guides callers through existing-patient verification or new-patient registration.

  • Existing patient lookup and verification (e.g. DOB, postcode, name)
  • New patient registration with structured collection, spell-backs and duplicate checks
  • Appointment booking under live availability
  • Cancel and rearrange within your notice windows
  • NHS / private patient-type awareness
  • Hygienist vs dentist treatment routing
  • Exam-first rules when a treatment requires examination
  • Practice FAQs (hours, location as configured)
  • Graceful handoff or refuse when policy blocks an action

AI dental receptionist UK · phone booking for dental practices · automated dental appointment booking over the phone

AIMA Call Dashboard

You decide what AIMA is allowed to book

The AIMA Call Dashboard is the practice control room. Changes typically apply to the voice line quickly so managers stay in charge.

  • Online clinicians and treatments
  • Treatment type (Dentist / Hygienist / Both)
  • Patient type (NHS / Private / Both)
  • Is exam required (Yes / No)
  • Advance deposits (£)
  • Cancellable / rearrangeable / refundable + hours
  • Patient schemes and payment plans
  • Clinician to treatment matrix
  • TP-based booking toggle (where applicable)
  • Stripe and SMTP notification settings
  • Optional Boxly / CRM sync
Practice management systems

Live PMS integrations. Dentally and R4.

Practices choose the stack that matches their PMS. AIMA does not mix Dentally and R4 inside one agent.

Dentally

  • Search / create patients
  • Book, cancel, rearrange appointments
  • Treatment plan visibility and next-item booking flows
  • Outbound TP reminder cohorts

R4

  • Live service catalogue and providers
  • Booking with scheme and clinician eligibility
  • New-patient and existing exam pathways
  • Deposit and policy enforcement from Booking Control
Payments and messaging

Deposits by SMS. Alerts by email. Confirmations by text.

Stripe Checkout

Links sent by SMS when Advance (£) is required. AIMA does not collect full card numbers by voice.

Patient SMS

Booking, cancel and rearrange confirmations by text.

Staff email

Appointment and payment alerts to your team via practice SMTP.

Usage visibility

SMS and call minutes tracked clearly in the dashboard.

Treatment plan recovery

Outbound TP reminders that recover unfinished care

AIMA can place outbound calls about open treatment plans, including plans not yet accepted and accepted plans with failed attendance (FTA), so planned care returns to the diary.

1

Fetch

Pull eligible patients from the PMS / dashboard

2

Select

Choose who to call

3

Remind

AIMA runs the reminder conversation

4

Sync

Outcomes land in the dashboard and can sync to Klyra

Re-engagement

Recall for the patients you want back

Beyond open treatment plans, AIMA recall helps practices systematically re-contact patients due for check-ups, hygiene or follow-up pathways, turning quiet lists into booked chairs.

Reduce dormant patients

Bring quiet lists back into active diary demand.

Protect hygiene and exam diaries

Keep core pathways filled with timely outreach.

Consent-aware outreach

Aligned with practice marketing preferences and Klyra consent tooling.

Insight

Smart reporting for the practice, not just raw call logs

Dashboard reporting

  • Call volume and intents (book / cancel / reschedule / general / packages)
  • Recordings and transcripts
  • Hot leads (packages / high-intent treatments)
  • Telephony health metrics
  • Usage: inbound minutes, outbound TP minutes, SMS

Klyra weekly manager briefing

By the end of each week, Klyra can deliver a smart reporting outbound call to the practice manager with a concise spoken summary of demand, bookings, hot leads, TP outcomes and next-week focus.

  • Inbound call volume vs prior week
  • Top intents and unmet demand
  • Bookings completed / deposits pending
  • Hot leads needing human follow-up
  • TP reminder results (reached / callback / closed)
  • Suggested focus for next week

dental practice AI weekly report · Klyra smart reporting · outbound AI briefing for practice managers

CRM

Capture interest before it goes cold

Callers asking about packages, whitening, aligners or other high-intent treatments can surface as hot leads in the dashboard, with optional push into Boxly / Klyra for follow-up pipelines.

Reception Hours Offset Calculator

How many receptionist hours could phone automation cover?

5200
1 min15 min
17
£10£40

Phone admin load

≈ 13.3 hrs/week

Illustrative labour value

£240/week

Modelling tool only. Not a promise of savings.

Side by side

Front desk alone vs front desk + AIMA

Capability Typical front desk alone Front desk + AIMA
Answer every ring in peaks Hard Designed for coverage
Enforce NHS/private and clinician rules Manual memory Booking Control enforced
Deposit before confirm Awkward on phone Stripe SMS link
Audit every conversation Partial Recording + transcript
TP / recall follow-up When time allows Systematised outbound
Weekly manager synthesis Spreadsheet archaeology Dashboard + Klyra briefing
FAQ

Features questions, answered clearly.

Booking and appointment admin over the phone, plus recovery and reporting.

Yes. Online booking plus rules in Booking Control.

No. Stripe hosted checkout via SMS.

See pricing or book a demo