Phone Genius Call Grading AI Request early access

AI call grading for specialty dental practices

Every new-patient call your practice gets is worth thousands. We grade the ones that matter.

Phone Genius is an AI mystery-shopper for periodontics, oral surgery, ortho, endo, and prosth. We call your front desk as a realistic new patient, score the conversation on a specialty-tuned rubric, and show the owner the exact moment the appointment was won — or walked out the door.

Request early access See how it works
Built for specialty dental Real new-patient scenarios Consistent rubric Owner-ready coaching
1 in 3new-patient calls end without an appointment ask
$8,500+average lifetime value of one specialty new patient
45 secwindow to move from question to offer on most calls
100%of sampled calls graded on the same rubric — no guesswork

What the AI hears

We find the exact sentence that lost the lead.

Every mystery-shopper call is transcribed, tagged, and scored moment-by-moment. When the team should have asked for the appointment, we show you the exact second they didn’t.

Graded

New patient · insurance question

Monica · Wed 11:42 AM · 2m 14s

72 Call score
0:04 Greeting 0:48 Missed ask 2:14 Goodbye
Caller

Hi, do you guys take Delta Dental?

0:12
Staff

Yes, we do — we’re in-network with Delta PPO.

0:18 Clear answer
Caller

Oh perfect. And do you take new patients?

0:43
Staff

Yep, we do.

0:48 No appointment ask
Caller

OK… I’ll think about it. Thanks!

2:08

Coaching cue at 0:48

“Great — can I get you on the schedule this week or next?”

How it works

Four steps from sign-up to coaching.

No call-tracking number to install. No complicated integration. You give us the line, we give you the truth.

  1. 01

    Tell us about your practice

    Specialty, hours, services, insurance posture, and the call types that matter most. Set-up is a single form.

  2. 02

    We place AI mystery-shopper calls

    Realistic new-patient scenarios — insurance, emergency, price shopper, service inquiry — placed on the cadence you set.

  3. 03

    Every mystery call gets graded

    Warmth, control, accuracy, objection handling, urgency, and appointment conversion — scored on the same rubric every time.

  4. 04

    The owner sees what happened

    Transcript, recording, score, the exact moment the call turned, and a coaching line the manager can use tomorrow morning.

The scorecard

Not just a score. A precise breakdown of what happened on the call.

Phone Genius is built to help the owner or manager act on the call — not react to it.

What gets graded

  • Answer speed & professionalism
  • Greeting quality and tone
  • Empathy & patient comfort
  • Control of the conversation
  • Insurance and service clarity
  • Appointment ask & next-step clarity
  • Recovery after confusion or pushback

What the owner receives

  • Overall call score
  • Pass · neutral · lost-opportunity outcome
  • Transcript and recording
  • Call-by-call coaching notes
  • Recurring weak spots across the team
  • Suggested coaching language
  • Trendline over weeks and months

Owner dashboard

Everything the owner needs — in one view.

One screen. The calls that matter, the scores that explain why, and the trends that tell you if the team is actually improving.

This week

Front-desk performance

Calls graded18
Avg score76
Appointment ask61%
Won outcomes11

8-week score trend

Average mystery-call score · team-wide

+9 pts
90 75 60
W1W2W3W4W5W6W7Now

Outcomes this week

Every graded call by result

18 calls
11
4
3
Won · 61% Neutral · 22% Lost · 17%

Recent graded calls

See all →
  • 91

    Emergency · tooth pain

    Kelly · Tue 2:14 PM

    Won
  • 72

    Insurance · Delta Dental

    Monica · Wed 11:42 AM

    Neutral
  • 54

    Price shopper · implants

    Monica · Thu 9:08 AM

    Lost
  • 88

    Referral follow-up

    Kelly · Thu 3:21 PM

    Won

Call scenarios

We start with the calls that expose the most risk.

Phone Genius doesn’t need to test everything on day one. It tests the call types most likely to reveal missed revenue.

01

Insurance question

“Do you take Delta?” The fastest way to reveal whether the team is helping or deflecting.

02

Emergency call

Pain, urgency, uncertainty. A high-value test of confidence, empathy, and speed to offer.

03

Price shopper

Can the team hold value and move toward the appointment without getting defensive?

04

Service-specific inquiry

Implants, wisdom teeth, sedation, grafting, full-arch — whatever the practice wants more of.

Why Phone Genius

It’s not call tracking. It’s a grading system.

Call tracking tells you a call happened. Phone Genius tells you what happened inside it — and what to do about it.

Call tracking Stops at the dial tone
  • Counts calls & source
  • Flags missed rings
  • Records audio files you never listen to
  • Leaves grading to whoever has time
  • No link from call to revenue
Phone Genius Grades the conversation
  • Scores every mystery-shopper call on a specialty rubric
  • Flags the exact sentence that lost the lead
  • Gives the manager a 30-second coaching clip
  • Ties the score to new-patient revenue
  • Owner sees trend, not one-off drama

Specialty-native

Born inside periodontics. Extended to oral surgery, endo, ortho, and prosth. Scripts and scenarios reflect the questions these front desks actually hear — insurance, referrals, consults, emergency pain.

Revenue-facing

Every score ties back to a missed — or won — new patient. Not vague “communication feedback.” Each graded call shows the dollar impact at a specialty-patient LTV.

Coaching-ready

The manager gets the call, the moment, and the exact sentence to coach. No homework assignments, no 30-minute audio files. Open it, listen, fix it today.

Early access

We’re onboarding a small cohort of pilot practices.

Phone Genius is launching with a limited first wave to sharpen realism, grading, and coaching on live practice data.

Founding Pilot

For growth-minded specialty practices

By application

Limited spots. Founding pilots lock in a heavily discounted long-term rate and get direct input on product direction.

  • AI mystery-shopper calls
  • Recordings & transcripts
  • Owner dashboard & scorecards
  • Coaching takeaways for every graded call
  • Direct line to the product team
Request early access

FAQ

Questions owners ask first.

Will my team know it’s AI?

That’s the bar we’re pushing hardest on. The product only works if the calls feel real enough to reveal real behavior. Early testers have flagged fewer than 1 in 10.

Is this only for general dentistry?

No — the strongest fit is specialty. Every new-patient call in perio, oral surgery, or ortho is worth thousands. The math gets attention fast.

Is this coaching or QA?

Both — but we lead with revenue. The grade tells you what happened; the coaching tells the manager what to say tomorrow.

Can it work across multiple locations?

That’s on the roadmap. Early pilots stay smaller so grading accuracy and workflow quality stay sharp.

What about recorded-call review?

Coming soon. Pilot phase focuses on AI-placed calls so we own the scenarios. Real-call ingestion is the next release.

How do you protect patient privacy?

All calls are AI-to-staff — no real patient data involved. Recordings and transcripts are encrypted at rest and access-scoped to the owner.

Early access

Find out what your phones are actually saying.

Most practices never hear the call that lost the lead. Phone Genius makes sure you do — and hands you the line that would have saved it.

Apply for the pilot Just have a question