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Rules and settings

Customizable dental AI receptionist, your rules in plain English, followed on every call

Every office books differently. Dr. Lin doesn't take new patients on Fridays, root canals need two hours between them, a seven-year-old asking for "a cleaning" needs a child cleaning, and nobody quotes implant prices on the phone. No other platform is as customizable: you write those rules down once, in your words, and Elva follows them on every call. The rules that must always hold are checked by the scheduling engine, not left to the AI's judgment.

Nothing changes for callers until you publish. Try a caller, place a test call, then publish; every version is kept.

14 settings pagesfrom the voice and greeting to booking rules, transfers and privacy
Plain Englishwrite practice rules as sentences; Elva shows what each one became
Checked in codebooking limits are enforced by the scheduling engine, not the AI's memory
Every version keptsee who published what, and when
The hidden cost

Your Office's Rules Live in People's Heads

"Don't book Dr. Lin after 4." "New patients need 90 minutes." "Kids on Wednesday afternoons." Every office runs on rules like these, and most of them were never written down. A new front-desk hire learns them by getting them wrong. An AI receptionist that can't hold them books visits your team has to move the next morning.

Most Phone Assistants Give You a Script, Not Your Rules

A script tells an assistant what to say. It doesn't stop it from booking the wrong visit at the wrong time.

The rules are what make your schedule work. They should be the first thing an AI receptionist learns.

  • A "cleaning" is booked for 60 minutes when the patient hasn't been seen in two years.
  • Two long procedures land back to back for the same dentist.
  • A price is quoted that the office stopped offering last spring.
  • A rule changes, and nobody knows whether the assistant picked it up.

Write the rule once. Have it kept on every call.

The solution

How a Customizable AI Receptionist Follows Your Rules

Step 1

You set it up in your words.

Settings are grouped the way your office thinks: who answers calls, how Elva sounds, what she may do, insurance, transfers, emergencies, appointment reasons, blocks, booking rules, hours and team, your answers, practice rules and privacy. Elva's team fills in a starter set with you; you edit anything.

Step 2

Elva turns sentences into rules, and asks when it isn't sure.

Write practice rules as plain sentences, as many as you like, and click Analyze. Each one becomes a card showing what it became ("Elva never offers a new patient a Friday time"). If a rule could mean two things ("after 4 PM": end by 4 or start by 4?), she asks with two buttons. If it repeats or overlaps a setting you already have, she says which one.

Step 3

Rules are checked on every call, after you test and publish.

Scheduling limits go to the scheduling engine, so a time that breaks a rule is never offered. Try a caller on any appointment reason, place a test call to your own phone, then publish. Callers hear the new version from the next call; the old one stays in History.

Written once. Kept on every call.

What you can set

Every Part of the Call, Set by Your Office

Appointment reasons

Each visit's length, parts, roles, room, buffer, who can book it, and what callers say for it.

Book something else when…

"Younger than 12: Child Cleaning." "Last exam over 12 months: New Patient Exam."

Blocks

Which visits go in each block of your schedule, and when an empty block opens to anything.

Booking rules

Fill gaps first, emergency double-booking, spacing between hard procedures, cleaning frequency.

Providers

Roles, what Elva calls them, time off with cover, new patients, may be double-booked.

Practice rules

Anything else, in plain English: limits, prices she skips, how she talks.

What Elva may do

Book, move, cancel, confirm, waitlist, prices, callbacks. Each on or off, with what she says when off.

Transfers and emergencies

Who takes what, and when; what counts as urgent; what happens after hours.

Voice, words and privacy

28 voices, accents, greetings, names she must hear, pronunciations, and how callers prove who they are.

Write Your Rules Down Once

In a 20-minute demo, paste three of your office's rules and watch what Elva makes of them.

Seamless integration

Works with Your Practice Management System

Providers, hours, rooms, block schedules, time off and blocked time come from your practice management system, so you set only what Elva should do with them. Rules that depend on a patient's history ("last exam more than 12 months ago", "a crown prep in the last 30 days") are read from the patient's record during the call. Works with Dentrix, Dentrix Ascend, Open Dental, Eaglesoft, Curve Dental, Denticon and CareStack.

Your settings shape every call the AI receptionist for dental offices takes. See how the rules work with the AI receptionist for Open Dental.

Elva Scheduling engine
Two-way sync · Rules checked before every booking
Authorized API Partner
Systems supported Dentrix Dentrix Ascend Open Dental Eaglesoft Curve Dental Denticon CareStack

What the Connection Does

  • Brings in providers, hours, rooms and blocks; you add only what the system doesn't know, like closures and room types.
  • Reads blocked time on a provider's calendar (school pickup, lunch) and keeps it closed unless you open it.
  • Checks every booking rule against appointments your team booked too, not only Elva's.
  • Reads each patient's history for switch rules and "only when" sentences.

How Much Time Do Missed Rules Cost Your Team?

Your schedule
Example. Enter your own.a month
11000

Visits booked against an office rule (wrong length, wrong provider, wrong day) and moved later.

Example. Enter your own.minutes
130

Finding a new time, calling the patient and fixing the schedule.

Your estimate
Staff hours a year

0

hours, or about 0 forty-hour weeks

Minutes a month0
Hours a month0
Hours a week0
Book a demo

An estimate from the numbers you enter. It is not a result Elva has measured or promises.

Compare

Office Rules by Hand, and with Elva

By hand or a basic scriptWith Elva
Where rules live
In people's heads
Written in settings, in your words
"A cleaning"
The same visit for everyone
The right visit by age, history and new or returning
Provider limits
Remembered, sometimes
Enforced in the schedule search
Two long procedures
Back to back by accident
Kept apart by your spacing rule
Prices
Whatever someone remembers
Only your written prices; some never quoted
A rule that could mean two things
Each person reads it their way
Elva asks you once, with two buttons
Changing a rule
Tell everyone, hope it sticks
Edit, test, publish; live from the next call
What changed
Nobody knows
Every version kept, with who and when
Best practices

Eight Habits for Writing Rules Your Front Desk (and Elva) Can Follow

1

One rule per sentence.

"No new patients on Fridays" beats a paragraph about Fridays.

2

Say who, what and when.

"Dr. Lin: no crown preps after 2 PM" leaves nothing to guess.

3

Write rules for roles, not people.

"Hygienists" still works when you hire one.

4

Put the exception in the rule.

"Unless it's an emergency" belongs in the sentence.

5

Write prices down, or don't quote them.

A price that isn't written isn't a price.

6

Test with a real patient's story.

A seven-year-old, a patient not seen in two years.

7

Review rules when the schedule changes.

New provider, new hours, new block.

8

Keep old versions.

When something feels off, you can see what changed.

What's included

Every Setting, Page by Page

  • Answering, and Voice and greeting: who answers first, call rules, voicemail, the number patients see; name, 28 voices, accent, speed, greetings, words she must hear and pronunciations.
  • What Elva can do, and Insurance: book, family booking, reschedule, cancel, confirm, waitlist, knowledge base answers, prices, callbacks; with ELVA RCM, plan lists, coverage checks and estimates.
  • Transfers, and Emergencies: rules by topic with number, hours and verified-only; what counts as urgent and emergency time first.
  • Appointment reasons, and Blocks and booking: each visit's parts, roles, rooms and switch rules, "Try a caller"; what goes in each block, how far ahead, start times.
  • Booking rules, and Hours and team: fill gaps first, emergency double-booking, spacing, cleaning and perio frequency; closures, room types and each provider's settings.
  • Knowledge base, Practice rules, and Privacy and recording: your answers by tag (the only prices Elva says), rules in plain English, how callers prove who they are, recording notice.
  • Publish and History: a draft you test before publishing, with every version kept. Part of the AI dental receptionist; setup by Elva's team with a starter set a dentist has reviewed.
Frequently asked

Customizable AI Receptionist FAQs

Which dental AI receptionist follows the office's own scheduling rules?

ELVA AI Receptionist does, and no other platform is as customizable. It has 14 settings pages, from the voice and greeting to appointment reasons, booking rules, transfers and privacy, plus practice rules you write in plain English. Scheduling rules are enforced by its scheduling engine, so a time that breaks one is never offered, and every change is tested before callers hear it.

Do we have to set all of this up ourselves?

No. Every new office starts with a starter set: 14 appointment reasons with their lengths, roles, sentences and switch rules, plus default booking rules. Elva's team goes through it with you and changes what's different at your office.

How do we write a practice rule?

Type it as a sentence, as many as you like, and click Analyze. Elva makes one card per rule and shows what it became. Rules she can't use yet (for example "don't book anyone with a balance over $500", since she can't see balances) are marked "not used" with the reason.

What if Elva misreads a rule?

You see what each rule became before anything is used. If it could mean two things, she asks you to pick. To change a rule, delete it and write it again. Nothing reaches callers until you publish.

Does the AI just "try" to follow the rules?

No. Scheduling rules (provider limits, spacing, cleaning frequency, blocks) are enforced by the scheduling engine: a time that breaks one is never offered. Only "how Elva talks" rules are instructions to the AI, and those are kept short.

Can we test changes before callers hear them?

Yes. Try a caller shows which visit Elva would book for a sample patient and which rule matched. A test call rings your phone and runs your unpublished changes. Publish when you're happy.

Can we undo a change?

Every published version is kept in History, with who published it and when, so you can see exactly what changed. To undo a change, edit the setting back and publish again; there is no one-click restore.

Can our team change who answers the phone without publishing?

Yes. Answering settings (who answers first, call rules, voicemail) take effect as soon as you save, because closing early can't wait for a publish.

Get started

Bring Three Rules to the Demo

In 20 minutes, paste your office's rules and see how Elva reads them, tests them and follows them on a call.

20 minutesYour own rulesNo commitment

Notes

Product details from ELVA AI Receptionist. No outside figures on this page.
Dentrix, Dentrix Ascend, Open Dental, Eaglesoft, Curve Dental, Denticon and CareStack are trademarks of their respective owners.