DentDesk
DSO PMS INTEGRATION READINESS
DentDesk helps dental groups separate calendar visibility, writeback, patient lookup, and fallback handoff before expanding AI receptionist workflows.
READINESS CHECKS
AI receptionist booking should expand only after the group agrees what each PMS can read, write, and hand off safely.
Identify which locations use Dentrix, Open Dental, Eaglesoft, or another PMS and whether they share one instance.
Separate calendar read, patient lookup, appointment writeback, notes, and cancellation or reschedule scope.
Define appointment types, provider constraints, location rules, and when staff review is required.
Keep answering and handoff active even when direct writeback is not enabled.
WORKFLOW SCOPE
RELATED WORKFLOWS
Use this readiness work before scaling the DSO AI receptionist, pilot plan, or multi-location routing.
PMS READINESS REVIEW
Confirm permissions, locations, rules, and fallback mode.
FAQ
It means the group has confirmed PMS versions, permissions, location mapping, appointment rules, fallback mode, and approval ownership before AI booking is enabled.
Yes. Mixed PMS groups can start with routing and capture-and-handoff, then enable deeper workflows location by location.
Only when access, rules, and fallback paths are approved. Many groups start with availability read or handoff first.
Use it to decide which PMS workflows can be automated first, which locations need handoff mode, and which permissions must be approved before booking writeback.
Collect PMS name and version, location mapping, provider and operatory rules, appointment types, API or middleware access, and who approves writeback.
Keep that location in capture-and-handoff mode while other approved locations use deeper availability or booking workflows.