Everyone who writes has their own record: when they came, which treatments they had, with which dentist, how much they've spent and what was discussed. Your team has it in front of them while they're helping, without hunting through three places.
You can also note care preferences — whether they prefer to be addressed formally, which part of the day suits them, whether they need more time — and ClaudIA takes them into account when it talks. Internal notes are private: ClaudIA never repeats them to the patient.
What you **won't** find here is clinical data: no allergies, no medication, no history. That belongs to your practice software and the clinical record.
How it works
- The record is created on its own with the first message and filled in with each appointment.
- Care preferences are written by your team in the dashboard; ClaudIA reads them and applies them tactfully.
- Each patient's usual dentist is inferred from their history: ClaudIA can offer them first.
- You can import your patients from your current software with a file, and the system avoids duplicates.
A long-standing patient
She writes asking for an appointment. ClaudIA recognises her, doesn't ask for her name again and offers her first the dentist she always sees. Her record notes that she prefers afternoons: ClaudIA starts there.