DentDesk
Start with one controlled call path before PMS writeback.
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PMS INTEGRATIONS

DentDesk syncs with
your Practice Management System

Connect DentDesk to Dentrix, OpenDental, and Eaglesoft for availability checks, approved booking rules, and staff-ready handoff workflows.

See How Integration Works
<3 sec
PMS availability check
Rules
Conflict prevention
<7 Days
Typical setup

(source)

INTEGRATED WITH THE PMS SYSTEMS USED BY 90%+ OF US DENTAL CLINICS

Dentrix Dentrix
OpenDental OpenDental
Eaglesoft Eaglesoft

Dentrix AI Receptionist Integration

Availability checks, booking rules, intake context, and fallback handoff for Dentrix workflows.

Open Dental AI Receptionist Integration

Open Dental call coverage paths for scheduling, routing, patient lookup, and handoff validation.

Eaglesoft AI Receptionist Integration

Eaglesoft-aware routing, multi-location handoff, and booking readiness before direct automation.

HOW IT WORKS

From patient call to PMS booking in 3 steps

01

Connect

We establish a secure API connection to your PMS. No software to install. API access is typically established in less than 48 hours.

02

Sync

Real-time availability flows both ways when permissions allow. DentDesk reads open slots; approved bookings appear in your PMS.

03

Book

During a patient call, DentDesk checks availability, offers eligible slots, and creates the appointment when direct writeback is enabled.

DATA FLOW ARCHITECTURE

How patient data moves from call to PMS

1

Patient calls your clinic

The call is routed to DentDesk's AI voice system. Audio is processed in real time and discarded. Only the conversation transcript and booking data are retained.

2

AI processes the conversation

The AI understands the patient's intent, gathers necessary information, and determines the appropriate action.

3

PMS API is queried

DentDesk sends a secure API request to your PMS to check real-time availability. Response time: under 3 seconds.

4

Appointment is created in your PMS

Once the patient confirms a time, DentDesk creates the appointment directly in your PMS via API when enabled. Availability checks and conflict-prevention rules reduce double-booking risk.

5

Confirmation is sent

An SMS confirmation is sent to the patient with appointment details. A reminder is scheduled for 24 hours before the appointment.

Dentrix

Dentrix Integration

Henry Schein Dentrix is the most widely used dental PMS in the US, with over 50,000 practices. DentDesk connects via the Dentrix API for real-time scheduling.

API integration support for Henry Schein Dentrix workflows
Real-time schedule sync — reads open slots instantly
Patient record creation with demographic and insurance data
Conflict-prevention checks before eligible slots are offered
Multi-provider and multi-chair scheduling support
Appointment notes and procedure codes included in bookings

Data Flow

Call data → DentDesk AI → Dentrix API → Appointment created → Confirmation SMS

OpenDental

OpenDental Integration

OpenDental is the leading open-source dental PMS, used by over 30,000 practices. DentDesk integrates via the OpenDental REST API for real-time appointment management.

Direct integration via OpenDental REST API
Immediate slot visibility — checks availability in real time
Appointment creation with provider, chair, and procedure assignment
Provider-specific scheduling — books with the right doctor
Patient demographic sync for accurate record matching
Supports OpenDental Cloud and on-premise installations

Data Flow

Call data → DentDesk AI → OpenDental API → Appointment created → Confirmation SMS

Eaglesoft

Eaglesoft Integration

Eaglesoft by Patterson Dental serves over 25,000 practices. DentDesk integrates with Eaglesoft for real-time booking, patient management, and multi-location scheduling.

Sync support for Eaglesoft by Patterson Dental workflows
Real-time booking with conflict-prevention checks
Multi-chair and multi-provider scheduling support
Multi-location scheduling for group practices
Insurance verification integration during the call
Patient history access for personalized interactions

Data Flow

Call data → DentDesk AI → Eaglesoft API → Appointment created → Confirmation SMS

WHAT REAL-TIME ACTUALLY MEANS

Not sync-at-midnight. Real-time.

<3 sec
Availability check during call
Instant
Appointment created in your PMS
Rules
Conflict-prevention checks
Automatic
SMS confirmation sent to patient

When a patient says "Tuesday at 2 PM works," DentDesk checks availability before booking through your approved PMS workflow. Your staff opens Dentrix the next morning and sees the booking or a staff-ready handoff.

HIPAA & SECURITY

Your patient data is protected at every step

HIPAA Readiness

DentDesk supports HIPAA-aware deployment options and can provide Business Associate Agreements (BAAs) where appropriate.

Encryption

Data is encrypted in transit and at rest. Patient data is not stored in plain text.

Data Residency

Patient data can be processed and stored within the United States using encrypted cloud infrastructure and documented access controls.

Access Controls

Role-based access controls ensure only authorized personnel can access patient data. Multi-factor authentication required for admin access.

Audit Logs

API calls, data access, and booking actions are logged with timestamps. Audit log retention is configured for the deployment.

Data Deletion

Conversation transcript retention can be configured by deployment. Patient data deletion requests are handled through the approved retention policy.

WHAT IF...

We've thought about the edge cases so you don't have to

What if the PMS API goes down?

DentDesk detects API failures immediately and switches to fallback mode. Calls are still answered and appointments are queued for manual entry. No calls are lost.

What if there's a sync conflict?

DentDesk checks availability in real time before offering slots and uses conflict-prevention rules. Fallback handoff is available when writeback is not appropriate.

What if the internet drops at the clinic?

DentDesk is cloud-based and can keep answering calls independently of your clinic's local internet. Booking writeback may use fallback mode until access is restored.

What if a patient needs to cancel?

Patients can call back and the AI will handle cancellations and rescheduling directly in your PMS. All in real time.

FROM SETUP TO LIVE

Dr. Chen's clinic: Day 1 to Day 7

1

Day 1: API Connection

Connected to Dr. Chen's Dentrix instance via API. Verified data access and confirmed schedule sync. No software installed on their servers.

2

Day 2: Schedule Sync Confirmed

Real-time schedule sync verified across all three dentists. Conflict detection tested and confirmed working.

3

Day 3–4: Call Routing & Scripts

Call forwarding configured. AI scripts customized: office hours, insurance accepted, urgent-call routing protocols, and on-call dentist contact.

4

Day 5–6: Testing

15 simulated patient calls covering routine appointments, emergencies, and rescheduling. Test bookings appeared correctly in Dentrix.

5

Day 7: Live

Within the first week: 47 after-hours calls answered, 32 appointments booked automatically. Minimal change to front desk workflow.

First month: 127 calls answered, 89 appointments booked, $18,400 in recovered revenue

Dr. Chen's clinic recovered the cost of DentDesk in the first week.

SETUP TIMELINE

Typical setup can be completed in under 7 days

Timing depends on PMS access, workflow scope, and call routing requirements.

Day 1–2
PMS API connection established. We test the connection, verify data access, and confirm schedule sync.
Day 3–4
Call routing configured. Scripts customized for your practice. Urgent-call routing protocols defined.
Day 5–6
Testing with real calls. We simulate patient calls to verify booking accuracy, PMS sync, and SMS confirmations.
Day 7
Live. Your clinic starts receiving 24/7 AI call answering with full PMS integration.
No software to install No staff training needed Minimal workflow change

PMS integration is one part of the broader dental answering service workflow: answer the call, follow approved rules, check availability, and create a booking or handoff. For the voice layer that starts this workflow, see the AI dental receptionist. For closed-office call paths, see how after-hours routing works before PMS writeback is enabled.

READY TO CONNECT?

See how DentDesk works with your practice management system

Your PMS is already running. DentDesk connects to it with approved permissions, minimal workflow change, and no new software for your staff.

Explore DentDesk's Dental Answering Service

Works with Dentrix, OpenDental, and Eaglesoft

FAQ

Questions? We've got answers.

Yes. DentDesk connects to Henry Schein Dentrix workflows via API integration, supporting real-time schedule sync, patient record creation where enabled, and conflict-prevention checks.

DentDesk integrates directly via the OpenDental REST API, enabling immediate slot visibility, real-time appointment creation, and provider-specific scheduling. Supports both Cloud and on-premise installations.

Yes. DentDesk supports Eaglesoft by Patterson workflows, including real-time booking, conflict-prevention rules, and multi-chair/multi-provider scheduling where permissions allow.

Typical setup can be completed in under 7 days depending on PMS access, workflow scope, and call routing requirements. The API connection is often established in the first 48 hours.

DentDesk checks real-time availability in your PMS during the call and includes conflict-prevention rules. If a slot is already taken, it should not be offered, and fallback handoff is available when direct writeback is not appropriate.

DentDesk supports HIPAA-aware deployment options and can provide Business Associate Agreements (BAAs) where appropriate. Data is encrypted in transit and at rest.

DentDesk detects API failures immediately and switches to fallback mode. Calls are still answered and appointments are queued for manual entry. You receive instant notification via SMS and email.