Many aligner practices don’t have a new patient “lead” problem; they have a problem with new patient “leak.”

This 60-minute session will break down exactly where those leaks happen and how AI, used thoughtfully, helps close them so your team spends less time chasing patients and more time treating them.

Course Objectives

• Identify the predictable moments where aligner practices lose patients between first inquiry and started case

• Distinguish between AI tools that genuinely engage patients and chatbots that erode trust

• Evaluate how real-time insurance verification and benefit breakdowns remove a top stall point in case acceptance

Dr. Nate Jeal

Dr. Nate Jeal is the founder of CallSally.ai, an agentic AI teammate for dental practices that answers the phones, engages online leads, books patients by voice and text, and verifies insurance. Sally is trusted by more than 250 dental practices across the US, Canada, the UK, and Australia.

With fifteen years of clinical experience and seven practices co-owned, Dr. Jeal has spent over a decade at the intersection of clinical dentistry and business strategy. He's recognized throughout the dental industry as an educator, advisor, and Key Opinion Leader teaching practice owners that communication isn't just good patient care, it's the infrastructure that supports a growing practice. CallSally.ai is that philosophy built into software.