Practice by Numbers offers an intelligent automation feature called PBN AI Report Summary. This tool uses AI to automatically summarize patient-submitted forms, helping providers quickly understand key information without reading the entire document. It’s especially helpful for reviewing medical and dental history forms.
For practices integrated with Open Dental, you can choose whether these AI-generated summaries should be automatically saved into the patient chart. This guide covers how to configure that setting specifically for Medical and Dental History forms.
What This Setting Does
You’ll see two checkbox options in your system settings:
Form Type | Checkbox Label | Where the AI Summary Is Saved in Open Dental |
Medical History | Save Medical History summary under “Medical Summary” | Medical Summary section |
Dental History | Save Dental History summary under “Service Notes” | Service Notes section |
These options determine whether the PBN AI Report Summary is pushed into Open Dental.
When the Checkbox Is Checked
The AI-generated summary from the submitted form will automatically overwrite the existing entry in the designated Open Dental section.
Every time a patient fills out a Medical or Dental History form, the corresponding summary will be replaced with the most recent AI-generated version.
When the Checkbox Is Unchecked
The AI-generated Summary will not update Open Dental.
You can still view the summarized content within Practice by Numbers, but no data will be written to the Medical Summary or Service Notes sections in Open Dental.
This effectively disables automatic AI chart updates for those forms.
Why Use Ops AI Form Summary?
Saves time: Providers don’t need to read through the entire form.
Highlights important information: Key health conditions, medications, allergies, or other notes are brought to the forefront.
Improves efficiency: Summaries are immediately accessible during appointments or reviews.
Example: AI-Generated Summary in Open Dental
Best Practices
Enable these checkboxes if:
You want patient-submitted history forms to be automatically summarized and saved into Open Dental.
You trust AI to consistently update the patient record with the most relevant information.
Leave the checkboxes unchecked if:
You prefer to review each summary manually before it enters the patient chart.
You do not want summaries to automatically overwrite existing chart data.