Dental & Medical · User Guide
KarmasAI for dental & medical practices
Answer every call, book and reschedule appointments, run recalls, and recognise returning patients — with Australian Privacy Act safeguards built in and clinical questions always passed to your team.
Practice managers, owner-dentists, GPs, allied health practitioners and front-desk teams at Australian dental and medical practices who want missed calls answered and bookings captured without adding reception headcount — while staying inside health-privacy obligations.
What the full guide covers
Inside your dashboard, each topic includes step-by-step setup, recommended practices, common mistakes and a checklist. Here’s what’s included.
Topic 1
Getting started
A working AI receptionist for your practice is a few steps away, and the 7-day free trial needs no credit card so you can hear it answer before you commit.
Dashboard
Topic 2
Your AI agent
The agent's voice and manner set the tone for an often anxious or in-pain caller, so a calm, clear, distinctly Australian receptionist builds trust before a clinician is ever involved.
Dashboard -> Agents
Topic 3
Phone numbers & call forwarding
Your agent needs an Australian number to answer on, and call forwarding lets it pick up overflow, after-hours and missed calls without changing the number patients already know.
Dashboard -> Phone Numbers
Topic 4
What your agent can do
Knowing the exact five things your agent can do on a call sets clear expectations for your team and keeps the agent within safe, non-clinical boundaries.
Configured per agent
Topic 5
Booking & recalls
Captured bookings and timely recalls are the core of practice revenue — the agent fills the diary around the clock and the confirmation SMS goes out automatically, reducing no-shows.
Dashboard -> Appointments
Topic 6
Privacy & compliance
Health information is sensitive information under the Australian Privacy Act, so the agent is designed to collect only what a booking needs and to keep clinical matters with your team.
Configured per agent
Topic 7
Returning patients
Recognising a returning patient and their prior bookings makes calls faster and warmer, and avoids re-asking details the practice already holds.
Dashboard -> Contacts
Topic 8
Triage & transfer to the practice
Safe triage gets urgent and clinical calls to a human fast while routine bookings stay automated — protecting patients and keeping your team focused on care.
Configured per agent
Topic 9
Calls, inbox & transcripts
Every call is recorded and transcribed so you can verify what was booked, audit triage decisions, and follow up on anything the agent transferred or flagged.
Dashboard -> Calls
Topic 10
Practice knowledge base
The knowledge base is the set of practice facts your agent draws on to answer questions accurately, so callers get correct hours, fees and service details every time.
Dashboard -> Knowledge
Topic 11
Notifications & alerts
Real-time alerts mean your team knows immediately when a booking lands or an urgent call is transferred, so nothing waits unnoticed.
Dashboard -> Settings
Topic 12
Billing & plans
Choosing the right plan keeps your cost predictable and ensures you have enough included minutes for your call volume after the free trial ends.
Dashboard -> Billing
The full step-by-step guide lives in your dashboard
Start your 7-day free trial — no credit card required — and the complete Dental & Medical guide, with every setup step and checklist, is waiting inside your KarmasAI account.