Telehealth Visit Follow-up for Dental Office Managers with Open Dental
The Problem
Telehealth visits in General Dentistry practice end without clear next-step closure — orders, referrals, and med changes get lost between visit and chart close.
What We Build in Open Dental
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.
Open Dental Integration Approach
Audit your Open Dental configuration
We map the specific Open Dental objects, custom fields, and workflows the automation needs to touch for your general dentistry practice.
Build on the Open Dental API or agent
Integration happens inside Open Dental — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Open Dental with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Open Dental instance
30-minute call. We'll look at your actual Open Dental setup and show exactly how this workflow fits.