Train your AI on OpenDental
Connect OpenDental so the AI can identify patients by phone number, look up upcoming appointments, book in the live schedule against the right provider and operatory, run insurance eligibility, capture recalls, and trigger reactivation campaigns. Works with both OpenDental Cloud and on-prem deployments via the OpenDental Service / FHIR / API bridge.
Connect once, and Open automatically keeps your AI agent's knowledge up to date. When you update content in OpenDental, the changes sync automatically—no manual retraining required.
→syncs to→AI AgentWhat can be synced
Patients — Patient lookup by phone, name, and DOB.
Appointments — Book, reschedule, and cancel against the live schedule.
Operatories — Operatory and provider matching during booking.
Recalls — Outbound calls driven by OpenDental recall queries.
Eligibility — Insurance eligibility and benefits checks.
Features
- •Live schedule booking — Books in the right operatory with the right provider and right service code.
- •Insurance eligibility — Pulls eligibility and benefits via your OpenDental clearinghouse setup.
- •Recall and reactivation — Outbound calls trigger from OpenDental recall queries; outcomes log back to the chart.
- •Provider-specific routing — DDS, hygiene, specialist, and operatory matching baked in.
Requirements
- •OpenDental 24.x or later
- •Network access between Open and your OpenDental server
How to connect
- 1.Confirm your OpenDental version supports the API/Service bridge (24.x and later recommended)
- 2.In OpenDental, generate an API key with the required permissions
- 3.In Open, go to Settings → Integrations → OpenDental and provide the API key plus your server URL
- 4.Map providers and operatories to Open agent routing rules
- 5.Place a test booking and verify it appears in the OpenDental schedule
Good to know
- Cloud OpenDental and on-prem both supported
- Patient PHI handled under HIPAA-aligned BAA
- Custom field mapping supported for practice-specific data
Security: Open only requires read access to your OpenDental. 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 OpenDental?
AI Training → Sources → OpenDental
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