Dental Practice

Unified patient communication and scheduling directly synced to your dental EHR

Connect your entire patient lifecycle—from first call through appointment confirmation—to your dental practice management system. AI CRM integrates with major dental EHRs to sync bookings, new patient records, and demographics automatically.

Appointment bookings sync directly to your EHR calendar
New patient intake captured and returned as structured summaries for your staff to review and file
Patient demographics (name, DOB, phone) populate your chart automatically
Unified view of patient communications across calls, texts, and scheduling
After-hours calls answered and qualified before forwarding to on-call dentists
Works with Tebra, Kareo, Dentrix, Open Dental, and other major platforms

How it pays back

No Double-Entry, No Lost Information

Bookings and new patient demographics write to your EHR; intake summaries are returned to your team for review and filing. Your team spends less time transcribing and more time delivering care.

Capture Qualified Leads at Every Touchpoint

Whether a patient calls at 2 PM or 2 AM, the AI records name, phone, and chief complaint—then hands it to your team as a clean, EMR-ready summary for review.

Scale Your Practice Without Growing Your Front Desk

Handle call volume, scheduling, and intake from multiple locations or high-traffic periods with one intelligent system. Your staff reviews and files, not field calls.

HIPAA-Compliant From the Ground Up

Encryption, PHI handling, and audit trails built in. Your data stays secure and your compliance posture stays strong.

Appointment bookings synced to EHR

Every confirmed booking writes to your calendar in real time

Patient demographics and initial intake

Name, DOB, phone populate your chart; full intake summary returned for staff review

Major dental EHR integrations

Works with Tebra, Kareo, Dentrix, Open Dental, and other platforms

Frequently asked questions

Does the AI automatically fill in my patient's insurance information?

No. Insurance details are captured on the call and returned as part of the structured intake summary your staff reviews. You maintain control over what gets filed in the chart and when.

Which dental EHRs does the AI CRM integrate with?

We support Tebra, Kareo, Dentrix, Open Dental, and other major platforms. If your system uses a standard API or SFTP integration, we can typically connect it. Ask us about your specific platform.

Can the AI handle consent and HIPAA questions during the call?

Yes. The AI is trained on HIPAA-aware language, asks for consent before recording details, and flags any questions about privacy. Sensitive data is encrypted and never logged in plain text.

What happens if a patient's record already exists in my EHR?

The system checks for duplicates by phone number and DOB. If a match is found, it returns the intake as an update summary instead of creating a new record. Your staff reviews and decides whether to merge or update.

How do I set up the integration?

We handle the technical setup—API credentials, field mapping, testing—with your IT team or practice manager. Most integrations are live within 2–3 business days. No developer work required on your end.

Can the CRM track patient communication history across calls and texts?

Yes. Every call, text, and appointment booking creates a timestamped record tied to the patient's profile. You can see the full conversation arc and flag follow-ups for your team.