Introduction

AI Assist is a Denticon feature powered by Pearl that allows practices to review AI‑detected opportunities for patients scheduled on a given date. The AI Assist Overview page in Denticon displays a list of scheduled patients and indicates whether AI findings are available for each patient.

Users can select a patient to view:

• AI findings identified by Pearl
• Appointment and patient details
• Direct access to Pearl Practice Intelligence

AI Assist automatically retrieves AI data for patients scheduled up to 7 days in advance. A nightly process runs to collect AI information for new appointments added within that window.

Important: AI Assist setup is a shared process between Pearl and the customer. Pearl will guide the customer through setup and provide required credentials.

Prerequisites

Required Systems

• Denticon
  • OIDs must be shared with Pearl via Vendor API enablement settings in Denticon.
• XVWeb
• Pearl Practice Intelligence

Required Permissions

The user completing setup must have Admin access in both Denticon and XVWeb.

Denticon permissions:

• Setup – Account Screen: Full Control
• Setup – Office Screen: Full Control
• Setup – Security
• Custom Toolbar Screen: Full Control

XVWeb permissions:

• XVWeb Admin Permissions
  • Ability to assign Capture Stations to locations
  • Ability to enable Always Show AI Results

If these permissions are missing, setup cannot be completed.

Setup Overview (Read Before Starting)

• Denticon configuration is required at both the PGID and OID levels
• Pearl provides AI credentials and leads the setup process
• Credentials are entered once per Denticon PGID
• Capture station assignment and XVWeb configuration are mandatory
• Toolbar setup (Optional)
• Location setup is repeated for each office

Step‑by‑Step Setup Instructions

All steps below require Admin access in Denticon and XVWeb.

Step 1: Imaging Readiness (Required for All Locations)

Assign Capture Stations to Locations (XVWeb)

Assign all capture stations to the correct locations in XVWeb.

⚠️ This step is critical.
If capture stations are not assigned correctly, images and AI results will not appear in Denticon or XVWeb.

📎Assigning Capture Stations to Locations – Apteryx

Step 2: Enable Automatic AI Results (XVWeb)

Enable the Always Show AI Results Site Setting in XVWeb.

📎Controlling Automatic AI Findings Display – Apteryx

Step 3: User Permissions (Denticon)

Grant the following security permission to the user group that will access AI Assist:

Charting – AI Assist Screen Full Control

Steps:

1. Go to Setup → Security → Group
2. Select the appropriate user group
3. Select Edit User Group
4. Move Charting – AI Assist Screen Full Control to Assigned Rights
5. Select Save

Step 4: Enter Pearl Credentials (First Location Only)

✅ This step is completed once, for the first location going live.

Pearl will provide the following credentials:

• Client ID
• Client Secret

Steps:

1. Go to Setup → Account Info → Advanced
2. Select Edit
3. Scroll to the AI Assist section
4. Enter the credentials in the corresponding fields
5. Select Save

Step 5: Optional – Add AI Assist to the Denticon Toolbar

Access Methods
AI Assist can be accessed from the Charting menu, Restorative Chart, or a custom toolbar. Toolbar configuration is optional and does not impact functionality. While optional, this step is recommended to improve visibility and adoption of AI Assist.

Important Notes

• The AI Assist toolbar option will not appear unless:
  • AI Assist is enabled for the selected location (OID)
    If you would like to setup the toolbar now but would not like to leave AI Assist enabled, you can simply toggle it on, add the icon using these instructions, then turn it off again.
  • XVWeb is selected as one of the Imaging Systems on the Office Setup Integration tab for that location
• Toolbar configuration requires Custom Toolbar – Full Control permission

Steps to Add AI Assist to the Toolbar

1. In Denticon, go to Setup
2. Scroll down and select Custom Toolbar
3. In the left panel:
   • Select the Denticon Default toolbar, or
   • Select an existing custom toolbar used by the target user group
4. Select Edit Toolbar
5. In the Available Functions list:
   • Locate AI Assist
6. Move AI Assist to the Assigned Functions list
7. Select Save

Once added, users will see the AI Assist icon directly on their toolbar for quick access.

Step 6: Enable AI Assist at the Location Level

This step must be completed for each location.

Steps:

1. Navigate to Setup → Offices → Office Setup → Integration
2. Confirm XVWeb is selected as an Imaging System
   • If XVWeb is not selected, the AI Assist option will not appear
3. In the AI Assist section, check AI Assist Enabled
4. Hover over the information icon to view the last run job time

Additional Locations

For locations added after the first:

• Repeat Capture Station Assignment
• Confirm Always Show AI Results in XVWeb
• Enable AI Assist in Office Setup → Integration

No additional credential entry is required.

Key Features of AI Assist

The AI Assist Overview screen has two primary sections: Today’s Timeline and Patient Summary

You can navigate to this screen in a few ways: Please note that you will not see these options unless your location is activated in Office setup.

1. In the Charting menu in Denticon.

2. In the Restorative Chart: There is an AI Assist Findings Button that you can click. This button open Pearl's Practice Intelligence viewer, you will have to log into Pearl the first time this is used.  

3. Add the AI Assist Icon on a custom toolbar (this is optional step) Note: You cannot see the option to add the AI Assist icon to the toolbar in Denticon unless you have selected an OID with AI Assist enabled in the OID's Integration settings when you access the custom tool bar window. 
   • Go to Setup, scroll down to Custom Toolbar and select it

• Select the Denticon Default toolbar in the left-hand panel or add a new custom toolbar for the group you want to view.
• Select Edit Toolbar. Find AI Assist listed in the Available Functions section and move it to the Assigned Functions section. Select Save.

Today's Timeline

• The Timeline grid on the left side of the screen will display all appointments scheduled, including new patient appointments, for the selected Office, Provider, and Date.  Once an appointment is selected from the Timeline list, then the right-side view will reveal details of the selected patient including the AI Opportunities associated with that patient.
• The Timeline grid includes a header row that summarizes AI opportunities for the scheduled patients.  Clicking on a specific tile of this header will serve to filter the list to only patients that have matching assessments. For example, clicking the ‘Implant’ tile will filter to show only patients with Implant assessments. Clicking the ‘Total’ tile will return the user to full view.

Patient Summary

• The Patient Summary section on the right side of the screen includes an overview of the scheduled patient, their medical alerts and appointments note, as well as information about the services associated with the selected appointment. The row of buttons across the top of this section has the following actions:
  • Restorative Chart button will redirect to the Advanced Charting page
  • Treatment Plan button will redirect to the Treatment Plan Entry page
  • Perio Chart button will open a popup window where the user can view historical perio chart measurements
  • XVWeb Images button will open XVWeb as a new window so that the clinician can view information from the AI Assessments while also viewing images in XVWeb.

Using AI Assist in Denticon:

The Patient Summary view is divided into four sections:

1. The top section is dedicated to overview details about the selected patient. Familiar icons used in Denticon reveal Medical History, Patient Notes with Attachments, and Patient Quick Info. If the patient has a mobile phone and or an email address, these will appear as links that open respective communications pages in Denticon. Additionally, based on Recall settings the last dates for Full mouth x-rays (FMX), Any bitewing (BWX), Prophy (Cleaning), or Exam are included. If any recall codes are overdue then an overdue indicator will also be present.
2. The AI Opportunities section is dedicated to displaying any AI findings for the selected patient. The AI Opportunities panel will include any assessment that has been discovered by Pearl’s Practice Intelligence. Each assessment is associated with a study in XVWeb when that assessment was created.
   • Clicking the ‘AI Detected on ….’ hyperlink will open Pearl’s Practice Intelligence in a new window and focus on the specific study date when the assessment was created.
     • Make sure you have your credentials provided by Pearl team members handy.

• The assessment values are color coded in the display across the top of the viewing area.
• Individual tiles from the study have a corresponding color dot to correlate instances where a given tile correlates to an assessment value.
• Clicking on a specific tile reveals all the tools available in Practice Intelligence for interacting with a specific image
• To return to a full view of the study, the user can cover hover the floating layout diagram which will reveal options to select another tile or return to a higher-level view of the selected study
• Once the user has concluded viewing the assessment information you can close the Practice Intelligence window to return to the AI Assist Overview.

3. Medical Alerts for the selected patient and Appointment Notes for the selected appointment are displayed below the AI Opportunities section

4. Scheduled Treatment and Unscheduled Treatment tabs.

• The Scheduled Treatment tab is the default and will show services that are associated with the selected appointment.
• The Unscheduled Treatment tab will show treatment plan items that are not associated with any future appointments.

Additional information:

AI Assist Opportunities in Denticon
How to setup custom toolbars