Predictika · Dental practice-management software quotes

An AI sales agent's Dentrix quote, checked before it goes out

An AI sales agent prepares a quote for Dentrix practice-management software: an edition, a number of locations and workstations, the add-on products, any data conversion and training, and a discount. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of how the editions and products fit together and returns a verdict, every reason and the workstation total it computed.

Scope: Dentrix, Dentrix Enterprise and Dentrix Ascend quotes with Dentrix Imaging, Connected Care Essentials, eClaims, Eligibility Pro, Detect AI, data conversion, training and discount: edition fit, locations, workstations, prerequisites and approvals. See everything this validator covers

This validator models Dentrix quotes, not just the scenarios shown below.

  • Edition and locations — Dentrix (on-premises), Dentrix Enterprise and Dentrix Ascend (cloud), with the number of locations each is modeled for.
  • Workstations and server — a workstation for every operatory, a practice server for the on-premises editions and none for the cloud edition.
  • Add-on products — Eligibility Pro needs eClaims, Detect AI needs Dentrix Imaging, imaging is included in Dentrix Ascend, and imaging without Connected Care Essentials goes to a person.
  • Migration and training — a migration order needs a data conversion line and a Dentrix Enterprise rollout needs training days.
  • Discount and stated total — discounts above a threshold need sign-off and above a limit are blocked, and the workstation total the quote states is compared with the computed total.

Any Dentrix quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: equipment, supplies and other Henry Schein lines. The validator produces no price build-up. Henry Schein One publishes the product names but not the rules, so the location limits, workstation and server rules, prerequisites, training days and discount thresholds are modeled from comparable products.

The AI sales agentBuilds the Dentrix quote from the conversation with the practice group and says it is ready.
Predictika validatorChecks every rule at once and returns the verdict, each finding, and the computed figures.

6 scenarios in 3 groups · each group runs from the agent’s first attempt to the outcome · click one to switch

What the agent proposes

The AI sales agent says

Illustrative agent statement. The validator receives the structured request below.

Proposing agent: AI sales agent (scripted)

Before sending, the agent must call Recorded run

Predictika validator


      

        
        
        
      

      
Waiting for the call.

      
    

  

  
  

    
Where rules-based CPQ gets it wrong
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Our assessment of what a typical rules-based CPQ (product rules, price rules and validation rules, as in Salesforce CPQ) does with the same cases. It is a judgment about effort and reliability, not a claim that nothing can be built.

    
What the validator caughtTypical rules-based CPQPredictika
Add-ons that need other add-onsOnly with care
Eligibility Pro needs eClaims and Detect AI needs imaging, so each prerequisite is its own rule that reads another line, and every new product adds more.		The edition and every product are in one request and prerequisites are checked together on every call.
An edition that changes what else is allowedOnly with care
The cloud edition includes imaging and needs no server, while the on-premises editions need one, so the same rules have to branch on the edition.		The edition is a field of the request and every rule reads it in the same pass.
Workstations that must cover the operatoriesOnly with workarounds
The need is locations times operatories, spread over several fields, and a separate calculation is needed to compare it with the workstations quoted.		The locations, operatories and workstations are fields of the request and are compared in the same pass.
A migration that needs a conversion lineOnly with care
The order type decides whether a data conversion line is required, so a rule has to look at the order type and at the lines together.		The order type and the lines are checked together on every call.
Every problem returned in one answerOnly with workarounds
Rules tend to fire as the quote is saved or a step is completed, so a rep often fixes one error and meets the next.		All findings come back together, whatever order the choices arrived in.

  

  

    
What this validator catches: findings from its test cases
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Every rule is checked on every call, in any order the choices arrive; one problem never hides another. Blocking findings stop the quote; approval findings need a person to sign off; everything else is computed.

    
1Dentrix Enterprise is modeled for groups of at least 5 locations; the quote has 4.
2Dentrix is modeled for up to 3 locations; the quote has 4. Use Dentrix Enterprise or Dentrix Ascend.
3Each location has 4 workstations for 5 operatories; every operatory needs a workstation.
4Dentrix and Dentrix Enterprise run on the practice server; the quote has no server.
5Dentrix Ascend is cloud-based and needs no practice server; remove the server from the quote.
6Eligibility Pro is quoted without eClaims.
7Detect AI reads radiographs and the quote has no Dentrix Imaging.
8Imaging is included in Dentrix Ascend; remove the separate Dentrix Imaging line.
9Dentrix Imaging is quoted without Dentrix Connected Care Essentials; a person should confirm support coverage.
10A migration order needs a data conversion line; the quote has none.
11A Dentrix Enterprise rollout is modeled with at least 3 training days; the quote has 2.
12The quote states 10 workstations in total; the quoted locations give 12.
13A discount of 16 percent needs sales-management sign-off.
14A discount of 36 percent is over the 35 percent limit.

  

  

    
Scenarios and results
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The recorded result of the validator for each scenario on this page: the request the AI agent sent, the verdict, and every finding, in the order they appear above.

    
1. Add-ons and discount: A two-location Dentrix quote with Detect AI, Eligibility Pro and a discount

    
The agent's request. Please quote Dentrix for 2 locations with 6 workstations at each, 5 operatories at each, and 12 workstations in total, with a practice server, Eligibility Pro and Detect AI, and a 20 percent discount. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Eligibility Pro needs eClaims. Eligibility Pro is quoted without eClaims.
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  • Detect AI needs imaging. Detect AI reads radiographs and the quote has no Dentrix Imaging.
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  • Discount needs sign-off. A discount of 20 percent needs sales-management sign-off.
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2. Add-ons and discount: The agent resubmits after fixing the errors

    
The agent's request. Please quote Dentrix for 2 locations with 6 workstations at each, 5 operatories at each, and 12 workstations in total, with a practice server, Dentrix Imaging, Dentrix Connected Care Essentials, eClaims, Eligibility Pro and Detect AI, and a 10 percent discount. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Workstation summary. 2 location(s), 12 workstation(s) in total.
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3. Cloud edition and migration: A migration to Dentrix Ascend with a server and a separate imaging line

    
The agent's request. Please quote Dentrix Ascend for 3 locations with 5 workstations at each, 4 operatories at each, and 15 workstations in total, as a migration from the practice's current system, with a practice server and Dentrix Imaging. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Cloud edition with a server. Dentrix Ascend is cloud-based and needs no practice server; remove the server from the quote.
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  • Separate imaging on Dentrix Ascend. Imaging is included in Dentrix Ascend; remove the separate Dentrix Imaging line.
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  • Migration without data conversion. A migration order needs a data conversion line; the quote has none.
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4. Cloud edition and migration: The agent resubmits after fixing the errors

    
The agent's request. Please quote Dentrix Ascend for 3 locations with 5 workstations at each, 4 operatories at each, and 15 workstations in total, as a migration from the practice's current system, with data conversion. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Workstation summary. 3 location(s), 15 workstation(s) in total.
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5. Enterprise group and training: A four-location Dentrix Enterprise quote with one training day

    
The agent's request. Please quote Dentrix Enterprise for 4 locations with 8 workstations at each, 6 operatories at each, and 32 workstations in total, with a practice server and 1 training day. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Enterprise needs a multi-location group. Dentrix Enterprise is modeled for groups of at least 5 locations; the quote has 4.
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  • Enterprise rollout without training. A Dentrix Enterprise rollout is modeled with at least 3 training days; the quote has 1.
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6. Enterprise group and training: The agent resubmits after fixing the errors

    
The agent's request. Please quote Dentrix Enterprise for 6 locations with 8 workstations at each, 6 operatories at each, and 48 workstations in total, with a practice server and 3 training days. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Workstation summary. 6 location(s), 48 workstation(s) in total.
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Narration transcript
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The text of the narrated walkthrough, step by step.

    
    
      
  1. Welcome to a demo of Predictika's Validator. An AI sales agent prepares a quote for Dentrix practice-management software: an edition, a number of locations and workstations, the add-on products, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of how the editions and products fit together and returns a verdict, every reason and the workstation total it computed.
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  2. I will start with the first request by the agent.
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  3. The agent says. Please quote Dentrix for 2 locations with 6 workstations at each, 5 operatories at each, and 12 workstations in total. It is ready to send. The rest of the request is on screen.
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  4. Before it goes out, the agent calls the validator.
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  5. Blocked, with two findings and one approval, all in one answer. Eligibility Pro is quoted without eClaims. Detect AI reads radiographs and the quote has no Dentrix Imaging.
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  6. The validator returned two blocking findings and one approval in one answer. A check that reads one field at a time would pass most of this; it shows only when the choices in the quote are checked against each other.
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  7. What this shows: for add-ons that need other add-ons, a rules-based CPQ is error-prone for this.
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  8. Now the agent resubmits.
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  9. The corrected request. It changes the discount to 10 percent. It sets the Dentrix Imaging to yes, the Connected Care Essentials to yes and the eClaims to yes.
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  10. It calls the validator again.
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  11. This time the validator clears it.
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  12. All three earlier findings are cleared.
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  13. Three problems caught in one call, fixed in one pass, and a clean quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.
    14.