# Dental AI receptionist: vendor evaluation scorecard

An Ethon field-notes worksheet. Use fictional examples only. Do not enter patient information.
This is an operational planning tool, not a clinical protocol or legal assessment.

## Define the pilot

- Practice/workflow (no patient details):
- Decision owner:
- Scheduling lead:
- Privacy/security reviewer:
- Vendor and proposed integration:
- Location and call window:
- Tasks permitted:
- Tasks that must go to staff:
- Baseline measurement period:
- Pilot period:
- Fallback and rollback owner:

## Evidence states

Use: Not demonstrated / Demonstrated with a gap / Passed controlled test / Verified in pilot.
Record evidence in an approved system. A sales statement is not a passed test.

| Test | Expected outcome | Evidence state | Evidence reference | Owner / follow-up |
| --- | --- | --- | --- | --- |
| Routine booking | Confirmed record matches the approved request | | | |
| Two callers seek one slot | No conflicting confirmations | | | |
| Similar names | Identity is clarified through the approved process | | | |
| Caller changes date | Correct record is updated once | | | |
| Uncertain write result | Reconcile before retrying | | | |
| No staff member answers | Named review task and accurate caller wording | | | |
| Clinical question | Approved staff handoff; no invented advice | | | |
| Call drops before confirmation | Not reported as a completed booking | | | |
| PMS outage | Recoverable task and tested fallback | | | |

## Release gates

- [ ] Scheduling results and source records agree.
- [ ] Unresolved work has an owner and review point.
- [ ] Privacy/security owners have reviewed the actual data flow and agreements.
- [ ] Access, retention, support access, and deletion are understood.
- [ ] Costs, usage limits, supported actions, and exit terms are written down.
- [ ] Staff can activate the fallback.
- [ ] Untested scenarios are recorded as untested.

## Decision

Launch the tested scope / Continue testing / Stop:
Evidence supporting the decision:
Unresolved gaps:
Next review date and owner:

Read with: https://www.ethon.care/blog/evaluate-dental-ai-receptionist