For Small dental practice · 9 Grok Bots

A dental front office that plans cases, fills the chairs, and gets claims paid

9 Grok Bots for a small dental practice: capture every new-patient call, brief the perio findings, draft phased treatment plans, scribe notes, schedule around recall, and code claims — all as drafts you approve.

Hire the team See the bots
● Drafts only — nothing sends without your approval · Uses only your own data
After checkout
Your setup link arrives by email
We set up your fleet
After checkout, Workplace AI provisions your fleet on our Cursor Teams workspace and follows up soon. Watch for your Cursor invite and Grok Bot download link — then accept, install, and go.
9 bots·3 domain specialists·Success metric: Same-day case acceptance and clean-claim rate·Category: Healthcare
The problem it targets

Doing the practice's paperwork between patients — capturing new-patient calls and insurance while chairside, turning exam findings and perio charts into treatment plans, writing clinical notes from memory at the end of the day, filling the schedule around hygiene recall, and coding and chasing dental claims that get denied — so plans go unpresented, recall slips, and reimbursements sit unclaimed because there is no time to sit down and finish the charts.

What you get

From day one

1

Every new-patient call, text, and form logged the moment it lands, in the patient's own words, with the chief complaint and insurance captured and urgent pain flagged — so no case is lost while you are chairside.

2

A plain findings brief from each perio chart and radiograph note for you to confirm, then a phased treatment plan drafted with CDT codes and an estimate from your own fee schedule, ready to present.

3

Visit notes drafted from your dictation, a proposed schedule that keeps the chairs full around hygiene recall, and dental claims coded with attachments — every claim, note, and message waiting for your approval.

Meet the team

9 bots, each with one job and clear approval points

Read-only bots watch and prepare; drafting bots write but never send. You approve everything that leaves.

1

Chief of Staff

coach
Drafts for your review — you approve before anything leaves
Your morning brief, meeting prep, fleet roundup, and after-meeting coaching.
Approves: none — nothing leaves without you
2

Front Desk Intake

intake
read-only
Watches & prepares — never sends
Logging every new-patient call/text/form with chief complaint and insurance; urgent-pain flag
Approves: duplicate flag; urgent-pain escalation
3

Perio & Chart Analyst

specialist
specialist
Drafts for your review — you approve before anything leaves
Perio and radiograph findings summarized into a plain brief; recall-risk flags
Approves: dentist confirms every finding; no diagnosis
4

Treatment Plan Designer

specialist
specialist
Drafts for your review — you approve before anything leaves
Phased treatment plans with CDT codes and estimates from the fee schedule
Approves: every plan before it is presented
5

Clinical Note Scribe

drafter
Drafts for your review — you approve before anything leaves
Visit notes drafted from dictation in the practice format
Approves: every note before the dentist signs
6

Chair & Schedule Coordinator

coordinator
Drafts for your review — you approve before anything leaves
Proposed operatory schedule around recall; drafted confirmations and reminders
Approves: every message; every booking
7

Claims & Eligibility Specialist

specialist
specialist
Drafts for your review — you approve before anything leaves
Drafted CDT-coded claims with attachments, eligibility notes, denial appeals
Approves: every submission; any money movement
8

Practice Reporter

reporter
read-only
Watches & prepares — never sends
Weekly digest: production, collections, open claims, unpresented plans, recall due
Approves: none (nothing leaves the practice)
9

Outreach & Referrals

growth
Drafts for your review — you approve before anything leaves
Draft posts and outreach to your own audience, credited and approved by you.
Approves: sends
The handoff — one shared chat
Intake→Analyst→Designer→Scribe→Coordinator→Specialist→Reporter
What the fleet does in week one

All read-and-prepare — you check its work before anything is trusted

What it does not do

The guardrails are the product

  • ×It drafts; it does not send. Every plan, note, claim, and message waits for your approval.
  • ×It never diagnoses or decides treatment — it summarizes findings; the clinical decision is always yours.
  • ×It uses only your own fee schedule, patient ledger, and opted-in patients. It does not buy lists or reach anyone you have not chosen, and it moves no money and submits no claim on its own.
  • ×It never quotes a fee that is not in your fee schedule.
Same-day
case acceptance and clean-claim rate
How you'll know it's working

One number, measured over time

Share of exams that get a drafted treatment plan and estimate the same day, and share of visits coded and claimed without a rejection within the target window

Before day one

What you fill in — the bots never guess these

patient-ledger
the header contract for the patient ledger every bot reads and writes.
fee-schedule
your procedure fees, CDT codes, and plan write-offs. Estimates come only from here.
claim-templates
your own claim and appeal wording.
Pricing

Cancel anytime.

Workplace AI provisions and runs your CrokPot fleet on our Cursor Teams workspace. We invite you on your own email — you accept, install Grok Bot, and we handle the rest.
$200/mo
  • Your whole fleet provisioned and installed for you
  • Cursor Teams seat included — paid by Workplace AI, never billed by Cursor
  • Onboarding + ongoing training
Hire the team
Your Cursor Teams seat is included and paid by Workplace AI. Drafts only, using your own data. No earnings, time-saved, or outcome guarantees are made.
How access works

You buy a CrokPot fleet from Workplace AI — not a Cursor plan

CrokPot runs on Workplace AI, Inc.’s (WAI) Cursor Teams workspace. WAI keeps the unpaid admin seat and pays Cursor for your seat. You join as the invited user on your real email and work through the installed Grok Bot fleet.

Your card is charged by WAI via Stripe for the CrokPot fleet ($200/mo, auto-renewing monthly) only — never by Cursor. If you cancel your fleet subscription, the invite/seat ends with it and is not portable to your own Cursor account.

FAQ

What you get, who owns the seat, and what happens after you pay

From the team behind Ancestry — CrokPot is built by Paul Allen, a co-founder of Ancestry.com.

Drafts only — you approve everythingYour own data, never shared$200/mo · cancel anytimeProvisioned & supported by Workplace AI

What do I actually get?

A pre-built fleet of Grok Bots for your trade, provisioned and installed for you on Workplace AI’s Cursor Teams workspace, plus onboarding and ongoing training. Every bot drafts; you approve.

Who owns the seat?

Workplace AI, Inc. (WAI) owns the Cursor Teams account and pays Cursor for your seat. You’re invited as a paid user on your own email. The seat isn’t portable to a personal Cursor account.

Do the bots act on their own?

No. The fleet is drafts-only, working from your own data. Nothing sends, files, or is trusted until you review and approve it — that’s the whole design.

Can I cancel?

Yes, anytime. It’s an auto-renewing monthly subscription at $200/mo. If you cancel, your invite/seat ends with the subscription.

What happens after I pay?

We follow up soon: our team provisions your fleet and invites you on the email you used at checkout. Watch for your Cursor Teams invite and Grok Bot download link, then accept, install, and go.

Training

New to Grok Bots? Get your team trained.

Live sessions and replays to get you and your coworkers productive with your fleet fast.

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