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

The integration keeps Dentally as the source of truth while Intavia handles the conversation, checks context, and completes approved actions.
Intavia answers naturally, understands the request, and gathers the details needed to help.
For patient-specific requests, Intavia checks the caller against your identity rules first.
Intavia checks the relevant records, appointment, availability, notes, or treatment context.
Intavia completes approved actions in Dentally, or creates an Intavia task for follow-up.
Patients get fast, personal, and reliable support. Your team gets fewer loose ends to chase after the call.
| Capability | Support | What this means |
|---|---|---|
| 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. |
Finds matching Dentally patient records before appointment-specific help.
Uses appointment context for booking, changes, cancellation, and follow-up.
Checks Dentally availability across sites, practitioners, and appointment types.
Books appointments in Dentally through approved booking flows.
Moves appointments after identity and appointment selection checks.
Cancels in Dentally when the request matches practice policy.
Collects required details and creates a Dentally patient record.
Supports routing and follow-up without replacing clinical judgement.
Writes approved call notes back to Dentally patient records.
Creates call-related tasks in Intavia, not native Dentally tasks.
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.

Built around your real booking rules.

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

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

Hi, you've reached York Smiles. How can I help?
Where configured, Intavia can book, reschedule, cancel, and update appointments, helping your team stay focused on patients instead of repetitive admin.
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
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.
Follow-up task
Call summary attached
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.
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.


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.
Transfer in progress
Practice team notified
"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.
Transfer in progress
Practice team notified
"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.
Every Dentally practice works a little differently. We can help you map the workflows, handoff rules, notes, and follow-up tasks before launch.