# New Patient Intake & Chart Prep for Dental Office Managers with Open Dental

> 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.

- **Tool:** [Open Dental](https://calish.com/workflows/tool/open-dental/)
- **Role:** [Dental Office Manager](https://calish.com/workflows/for/dental-office-manager/)
- **Specialty:** General Dentistry
- **Category:** Operations & Workflow
- **Canonical URL:** https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-dental-office-manager-with-open-dental/

## The Problem

New General Dentistry patients arrive with incomplete forms, missing records from referring providers, and outdated insurance — the MA spends the first 20 minutes of the visit doing data entry.

## What We Build in Open Dental

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.

## Open Dental Integration Approach

1. **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.
2. **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.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in Open Dental with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [New Patient Intake & Chart Prep for Dental Office Managers](https://calish.com/workflows/new-patient-intake-and-chart-prep-for-dental-office-manager/)
- 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.

## Other Open Dental Automations

- [No-Show Reduction & Recall for Dental Office Managers](https://calish.com/workflows/with/no-show-reduction-and-recall-for-dental-office-manager-with-open-dental/)
- [Patient Balance Collections for Dental Office Managers](https://calish.com/workflows/with/patient-balance-collections-for-dental-office-manager-with-open-dental/)
- [Lab Result Triage & Follow-up for Dental Office Managers](https://calish.com/workflows/with/lab-result-triage-and-follow-up-for-dental-office-manager-with-open-dental/)
- [HEDIS / Quality Measure Tracking for Dental Office Managers](https://calish.com/workflows/with/hedis-quality-measure-tracking-for-dental-office-manager-with-open-dental/)
- [Surgical Case Scheduling for Dental Office Managers](https://calish.com/workflows/with/surgical-case-scheduling-for-dental-office-manager-with-open-dental/)
- [Patient Recall & Gap Closure for Dental Office Managers](https://calish.com/workflows/with/patient-recall-and-gap-closure-for-dental-office-manager-with-open-dental/)
- [Telehealth Visit Follow-up for Dental Office Managers](https://calish.com/workflows/with/telehealth-visit-follow-up-for-dental-office-manager-with-open-dental/)

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