For Dental Assistants ·
What you'll accomplish
By the end of this guide, you'll have Bola.AI (or a similar voice perio charting tool) connected to your practice's PMS so that periodontal measurements are recorded in the chart automatically as the dentist or hygienist calls them out — no second person required. A full-mouth chart that used to take 15–20 minutes with two people now takes under 5 minutes with one.
What you'll need
Bola.AI and Denti.AI require a practice-level account — you can't sign up as an individual assistant. Bring this guide to your dentist or office manager and suggest a demo. Both tools offer free demos and easy onboarding.
What you should see: A confirmation email with a scheduled call time within 1–2 business days.
Troubleshooting: If the demo team asks about PMS version, check in Dentrix under Help → About, or ask your office manager.
During the setup call, a Bola.AI team member walks you through the integration. This typically takes under 15 minutes and involves:
What you should see: A perio chart in your PMS that populates in real time as measurements are called out.
Troubleshooting: If the integration fails to connect, check that the PMS is running and not in demo mode. Your IT contact or the Bola.AI support team can diagnose within minutes.
Bola.AI uses a specific calling sequence — the same one most practices use for manual charting:
Practice on a test patient chart before doing it live. Run through a full quadrant (teeth 1–8, both buccal and lingual) until the voice recognition reliably captures your calling style.
What you should see: Numbers populating in the correct cells of the perio chart in real time as you call them.
Troubleshooting: If the AI mishears numbers, speak slightly slower and more clearly. Background noise (suction running, music) can affect accuracy — turn off the radio during charting.
Choose a patient with a scheduled perio exam. Seat the patient, set up Bola.AI on the operatory computer, and proceed with the exam:
What you should see: A completed full-mouth perio chart with all 6 measurements per tooth (or however your practice charts), populated in under 5 minutes.
These aren't AI chatbot prompts — they're voice sequences for common charting scenarios: