Everything the agent knows before it dials
For every guarantor who owes money, we pull their record from Denticon, decode and redact it server-side, and hand the voice agent one compact collection_context object. The agent uses it to explain the debt and answer common objections — without ever touching a raw EHR record.
How a record becomes a call
One server-side step does the pulling, decoding and redacting — the agent only ever sees the green box.
Balances, ledgers, claims, coverage, notes across 22 offices.
Office-wide pull, indexed locally by patientId / responsiblePartyId.
Resolve ledgerType, build last payment / charges / claim status.
Mask subscriber IDs & checks, summarize notes, attach guardrails.
Smartflow injects it as call variables; agent speaks within guardrails.
What this dashboard answers
The four questions behind the build.
Where to look
Navigate using the sidebar.
⚑ Decision needed: 60+ raw fields are available, but the agent should not get all of them.