Dentrix integrationMore care.
More care.
Less calendar juggling.
The agent matches the caller against existing patients, books into the chair schedule with the right provider and appointment length, and writes a note and flag against the record.
DENTRIX / THE RIGHT CHAIR WORKFLOW STUDY
- 01Identify the patient
- 02Find a suitable chair
- 03Confirm the visit
THE CONNECTED WORKFLOW
A dental conversation with the schedule in mind.
The conversation is the beginning. The value is in what happens next.
IN THE CONTEXT TO READ
- Patient
- New or existing record?
- Provider
- Who is appropriate for the visit?
- Chair
- Which resources are available?
THE CONVERSATION
Match the visit
Follow the practice’s visit rules and route exceptions to the front desk.
OUT THE RESULT TO KEEP
- Visit
- The agreed appointment details
- Context
- A useful reason for the visit
- Exceptions
- A clear front-desk follow-up
- 01
Match the caller to the appropriate patient record.
- 02
Check provider, chair, and appointment requirements.
- 03
Capture the appointment and a useful call note.
DESIGNED AROUND THE DETAILSClear scope.
Clear scope.
Useful outcomes.
We’ll confirm availability, permissions, and the exact workflow for your environment before rollout.
- DIRECTION
- Two-way. Patient match, schedule read, appointment and note written back.
- DUPLICATES
- Existing-patient matching first. No new record is created on a match.
- RULES
- Provider, operatory and appointment-type constraints respected on every booking.
- RECALLS
- Recall lists read for outbound campaigns and updated with each outcome.
- Which Dentrix version and integration access does your practice use?
- How should new and existing patients be handled?
- Which requests must be handed to the front desk?
A BETTER CONVERSATION STARTS HERE
Make Dentrix part of the conversation.
Bring your systems and your real call scenarios. We’ll work through the permissions, actions, and handoffs together.