8 workflow automations purpose-built on top of Open Dental — no data leaves your system, no parallel tool for your team to learn.
AI sends the intake packet via Dentrix, ingests responses, requests records from prior providers via HIE/fax, verifies insurance, and pre-populates the chart — patient arrives and the provider is ready. Purpose-built for teams running Open Dental — uses the native API or agent integration so nothing leaves the system of record.
AI sends personalized, channel-optimized reminders (SMS/email/voice) per patient preference, offers reschedule slots, and fills openings from the recall list — no-show rate drops to under 6%. Purpose-built for teams running Open Dental — uses the native API or agent integration so nothing leaves the system of record.
AI segments patient balances by likelihood-to-pay, drafts personalized payment-plan offers from Dentrix, and handles the digital payment flow — patient collections climb 40%. Purpose-built for teams running Open Dental — uses the native API or agent integration so nothing leaves the system of record.
AI triages each result against the ordering context, queues abnormals for provider review, drafts patient communication, and books follow-up when indicated — no abnormal result sits more than 24 hours. Purpose-built for teams running Open Dental — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every measure gap in real time from Dentrix, schedules outreach for overdue patients, and reports attainment monthly — practices hit bonus thresholds instead of missing them. Purpose-built for teams running Open Dental — uses the native API or agent integration so nothing leaves the system of record.
AI orchestrates the booking across Dentrix and facility systems, verifies insurance, confirms PA, and secures equipment — time-to-surgery drops and OR utilization climbs. Purpose-built for teams running Open Dental — uses the native API or agent integration so nothing leaves the system of record.
AI identifies overdue patients, sends personalized multi-channel recall, fills open slots from the recall pool, and reports reactivation rate — panel retention climbs measurably. Purpose-built for teams running Open Dental — uses the native API or agent integration so nothing leaves the system of record.
AI drafts post-visit instructions from the encounter, sends them to the patient, places orders in Dentrix, and schedules the next visit — the care plan actually happens. Purpose-built for teams running Open Dental — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Open Dental for any repetitive process. Tell us what you'd automate.
