IntegrationsDentally

Dentally AI Receptionist

Intavia's AI receptionist connects to Dentally to identify patients, check live availability, book and change appointments, create patient records, and keep follow-up visible.

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Patient speaking on the phone outside
How it works

From patient call to Dentally outcome

The integration keeps Dentally as the source of truth while Intavia handles the conversation, checks context, and completes approved actions.

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1

Patient Calls

Intavia answers naturally, understands the request, and gathers the details needed to help.

2

Identity Verified

For patient-specific requests, Intavia checks the caller against your identity rules first.

3

Dentally Checked

Intavia checks the relevant records, appointment, availability, notes, or treatment context.

4

Action or Handoff

Intavia completes approved actions in Dentally, or creates an Intavia task for follow-up.

Dentally Actions

What your AI receptionist can handle in Dentally

Patients get fast, personal, and reliable support. Your team gets fewer loose ends to chase after the call.

Patient lookup
Supported

Finds matching Dentally patient records before appointment-specific help.

Appointment reads
Supported

Uses appointment context for booking, changes, cancellation, and follow-up.

Availability checks
Supported

Checks Dentally availability across sites, practitioners, and appointment types.

Book appointments
Supported

Books appointments in Dentally through approved booking flows.

Reschedule appointments
Supported

Moves appointments after identity and appointment selection checks.

Cancel appointments
Supported

Cancels in Dentally when the request matches practice policy.

New-patient records
Supported

Collects required details and creates a Dentally patient record.

Treatment-plan context
Supported

Supports routing and follow-up without replacing clinical judgement.

Notes and summaries
Supported

Writes approved call notes back to Dentally patient records.

Intavia tasks
Supported

Creates call-related tasks in Intavia, not native Dentally tasks.

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Setup & Onboarding

Mapped around the way your Dentally practice actually works.

Every practice has its own appointment types, sites, practitioners, and rules. Intavia is set up around that structure so callers are guided through the right flow instead of a generic script.

Dental professional with a patient
Dentally setup

Typical setup covers

Built around your real booking rules.

Connecting Dentally securely
Mapping appointment types
Agreeing what Intavia can complete
Setting notes and handoff rules
Free Dentally Mapping Call
Dental professional preparing treatment
Call Handling

Deliver the fast, reassuring responses patients expect.

Every call is answered quickly and naturally. Patients get clear answers, simple appointment help, and a friendly experience that reflects your practice.

Patient smiling while speaking to a dental practice by phone

Hi, you've reached York Smiles. How can I help?

Patient request understood
Identity verified
Dentally context checked
Booking updated
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Understand what each patient needs
Complete the next step where configured
Route calls based on your rules
Bookings & Appointment Changes

Bookings, reschedules, and cancellations handled over the phone.

Where configured, Intavia can book, reschedule, cancel, and update appointments, helping your team stay focused on patients instead of repetitive admin.

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New bookings where configured
Rescheduling, cancellations, and reminders
Rebooking links sent automatically
Follow-Up Tasks

Call summaries and follow-ups, ready for your team.

After each call, Intavia can summarise what happened, notify the right staff, capture new patient enquiries, and raise internal tasks, so your team knows what happened and what to do next.

Follow-up task

Call summary attached

Needs review

Summary

Patient asked for information from their medical record. Intavia confirmed the team would call them back.

Task

Practice team to review the record and share the information safely.

Staff notifiedTask created
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Call summaries and handoff context
Staff notifications for follow-up
Internal tasks your team can manage
Capture and nurture new leads
Multi-Location Support

One front-office standard across every location.

Whether you manage two sites or a growing group, Intavia can be configured around each location's phone setup, services, opening hours, team, and workflows, while giving group teams clearer visibility across outcomes and follow-up.

Dental practice team coordinating care across locations
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Location-aware routing
Site-specific services and opening hours
Cross-location availability
Organisation-wide reporting
Transfers & Handoff

Knows when to handle it, and when to hand over.

Urgent, sensitive, unclear, or out-of-scope calls follow the escalation policies agreed during setup, so patients are routed safely and your team steps in when human judgement is needed.

Policy matched: urgent symptoms

Transfer in progress

Practice team notified

Connected

"I'm in severe pain after my procedure. Can I speak to someone?"

Intavia recognises the boundary, keeps the patient reassured, and connects them to the right person.

Patient
Intavia
Team
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Urgent calls escalated to your team
Sensitive or unclear issues handled safely
Policies shaped around your preferences
Dentally integration

Map exactly what Intavia can handle for your Dentally practice.

Every Dentally practice works a little differently. We can help you map the workflows, handoff rules, notes, and follow-up tasks before launch.

Frequently asked questions