Client Onboarding — Phantom Reception LLC

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Practice Information

Tell us about your dental practice so we can configure your AI receptionist correctly.

Practice Name *

Please enter your practice name.

Street Address *

Please enter your street address.

City *

Please enter your city.

State *

Required.

ZIP Code *

Required.

Main Office Phone *

Please enter your office phone number.

Website URL (optional)

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Hours of Operation

Your AI receptionist will quote these hours accurately on every call.

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Staff & Team

Your AI receptionist will reference these names when patients ask about providers and staff.

Primary Doctor(s) *

Please enter at least one doctor's name.

Office Management

Office Manager Name *

Please enter the office manager's name.

Office Manager Direct Line (optional)

Additional Staff (optional)

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Services Offered

Select all services your practice provides. Your AI will confidently describe these to prospective patients.

Check all that apply *

Please select at least one service.

Other Services

Anything not listed above? (optional)

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Insurance & Payment

Patients always ask about insurance. Let your AI answer this accurately from day one.

In-Network Insurance Plans

Other In-Network Plans (optional)

Self-Pay & Financing

Self-Pay Accepted? *

Yes No Membership discount

Please select an option.

Financing Options?

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Call Handling & Preferences

Customize your AI receptionist's personality, protocols, and pricing disclosures.

Agent Name (or we'll choose)

Leave blank and we'll pick a fitting name for your practice.

Voice Personality *

Warm & Friendly Professional & Crisp Energetic & Upbeat

Please select a voice tone.

Languages Needed

Pricing & Offers (optional — only share what you're comfortable with)

New Patient Special Offer

Consultation Fee

General Price Ranges / Notes

Emergency Protocol

After-Hours Emergency Contact Name *

Please provide an emergency contact.

Emergency Contact Phone *

Please provide an emergency phone number.

Handling Instructions

Appointment Request Handling *

Please select an option.

Insurance Question Handling *

Please select an option.

Pricing Question Handling *

Please select an option.

Brand Voice

Phrases to Always Use (optional)

Phrases or Topics to Avoid (optional)

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Phone System Setup

We need to know your phone system to configure call forwarding. Our team will reach out to finalize this.

Current Phone System *

Please select your phone system.

If "Other" — please specify

Phone System Admin Name *

Please enter the admin contact name.

Admin Email *

Please enter a valid email address.

Anything Else?

Additional Notes or Instructions (optional)

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You're all set!

We'll have your AI receptionist ready within 48 hours. Our setup team will reach out to confirm call forwarding and run a test call with you.

A confirmation summary has been logged. Check the browser console to review the collected data.

Phantom Reception — Setup in Progress

Welcome to Phantom Reception

Practice Information

Hours of Operation

Staff & Team

Services Offered

Insurance & Payment

Call Handling & Preferences

Phone System Setup

You're all set!