Dental practices that use Dentrix keep a lot of their day in it: schedules, patient records and recall lists. The agent can read availability to offer appointment times, and it can log what was agreed on the call. Your front desk keeps using Dentrix as before, and sees the booked visit and a short note when they look.
The agent books, moves and cancels visits within the rules you set, and runs recall calls for patients your team has chosen. It does not discuss treatment, give clinical advice or judge whether a symptom is serious. Anything urgent or clinical is passed to your staff straight away. Which fields the agent can see or change is agreed during the blueprint, and kept as narrow as the work allows.
Check that your appointment types and provider schedules are up to date, since the agent follows what is there. Decide who can approve changes to booking rules. Tell us about any patients or visit types that should always be booked by a person. We will test the flow with your team using sample patients before any real caller reaches the agent, and we confirm the connection details on the discovery call.
Remember that practice software holds sensitive information, so we only ask for the access the workflow needs. Your practice manager or IT contact should be involved from the start. If your Dentrix set-up is hosted or customised in an unusual way, tell us early, and we will check what is possible on the discovery call.