8 workflow automations purpose-built on top of Open Dental — no data leaves your system, no parallel tool for your team to learn.
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.
AI assembles the CAQH profile, submits payer applications, tracks each status, and escalates stalls — time-to-enrolled drops from 120 days to 60. Purpose-built for teams running Open Dental — uses the native API or agent integration so nothing leaves the system of record.
AI sends post-visit surveys, flags detractors for same-day outreach, and routes promoters to review sites — reputation and clinical quality move in the same direction. Purpose-built for teams running Open Dental — uses the native API or agent integration so nothing leaves the system of record.
AI triages each denial by root cause, recovery likelihood, and appeal deadline — the team works the right denials first and the aged ones don't die quietly. Purpose-built for teams running Open Dental — uses the native API or agent integration so nothing leaves the system of record.
AI runs PDMP checks on every controlled-substance order, documents the check in Dentrix, flags concerning patterns, and generates compliance reports — audit-ready, every prescription. Purpose-built for teams running Open Dental — uses the native API or agent integration so nothing leaves the system of record.
AI schedules infusions against chair capacity in Dentrix, verifies drug stock and PA, and rebalances when patients reschedule — chair utilization climbs and patients stop waiting. Purpose-built for teams running Open Dental — uses the native API or agent integration so nothing leaves the system of record.
AI checks payer-specific PA requirements, pulls the chart from Dentrix, submits the PA with clinical justification, and tracks status — turnaround drops from 7 days to under 48 hours. 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.
