Train your AI on Dentrix
Connect Dentrix (G7+) and Dentrix Ascend so the AI can identify patients by phone, book in the live appointment book, run insurance eligibility, and manage recall campaigns. Works with both on-prem Dentrix and the cloud-based Dentrix Ascend.
Connect once, and Open automatically keeps your AI agent's knowledge up to date. When you update content in Dentrix, the changes sync automatically—no manual retraining required.
→syncs to→AI AgentWhat can be synced
Patients — Lookup by phone, name, DOB.
Appointments — Book, reschedule, cancel.
Procedures — Procedure-code-aware booking.
Recalls — Outbound recall campaigns.
Features
- •Live appointment book — Books against the right operatory, right provider, right procedure code.
- •Eligibility checks — Insurance verification through Dentrix eClaims integrations.
- •Recall management — Outbound campaigns from Dentrix recall queues; outcomes log to the chart.
- •Multi-location — Multi-location practices and group DSOs supported with location-specific routing.
Requirements
- •Dentrix G7+ or Dentrix Ascend
- •Network connectivity between Open and Dentrix server (on-prem)
How to connect
- 1.In Dentrix, enable the Dentrix API or use the Dentrix Connect bridge
- 2.Generate an API key with appointment, patient, and recall scopes
- 3.In Open, go to Settings → Integrations → Dentrix and provide the credentials
- 4.Map providers, operatories, and locations to Open routing rules
- 5.Test a booking end-to-end
Good to know
- Both Dentrix on-prem and Dentrix Ascend supported
- HIPAA-aligned BAA available
- Group/DSO multi-location supported with separate agent routing per location
Security: Open only requires read access to your Dentrix. We never write, modify, or delete your content. All data is encrypted in transit and at rest. GDPR compliant, working toward SOC 2 Type II.
Ready to connect Dentrix?
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