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Patient Calls
Intavia answers naturally, understands the request, and gathers the details needed to help.
IntegrationsDentally
Dentally AI Receptionist
Intavia's AI receptionist connects to Dentally where configured to identify patients, check live availability, book and change appointments, create patient records, and keep follow-up visible.
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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Identity Verified
For patient-specific requests, Intavia checks the caller against your identity rules first.
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Dentally Checked
Intavia checks the relevant records, appointment, availability, notes, or treatment context.
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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.
| 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. |
Patient lookup
SupportedFinds matching Dentally patient records before appointment-specific help.
Appointment reads
SupportedUses appointment context for booking, changes, cancellation, and follow-up.
Availability checks
SupportedChecks Dentally availability across sites, practitioners, and appointment types.
Book appointments
SupportedBooks appointments in Dentally through approved booking flows.
Reschedule appointments
SupportedMoves appointments after identity and appointment selection checks.
Cancel appointments
SupportedCancels in Dentally when the request matches practice policy.
New-patient records
SupportedCollects required details and creates a Dentally patient record.
Treatment-plan context
SupportedSupports routing and follow-up without replacing clinical judgement.
Notes and summaries
SupportedWrites approved call notes back to Dentally patient records.
Intavia tasks
SupportedCreates call-related tasks in Intavia, not native Dentally tasks.
Quick answers
Common integration questions, answered plainly
A short check on booking, source of truth, and handoff boundaries before setup.
Can Intavia book appointments in Dentally?
Yes. Intavia can book appointments in Dentally through approved booking flows, using the practice's configured appointment types, sites, practitioners, availability, and rules. If the caller cannot be verified, the appointment is ambiguous, or the request falls outside policy, Intavia hands off with context for the team.
Does Dentally work with AI receptionists?
Yes. Dentally can support AI receptionist workflows when the integration is configured around the practice's booking rules, identity checks, locations, practitioners, and appointment types. Dentally remains the source of truth while Intavia completes approved actions or creates follow-up for the team.
Does Intavia create native Dentally tasks?
No. Intavia creates call-related tasks inside Intavia rather than native Dentally tasks. That keeps unsupported Dentally task workflows out of the public claim while still giving the practice team a clear place to review handoff, follow-up, and call outcomes.
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.
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
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.
Hi, you've reached York Smiles. How can I help?
Patient request understood
Identity verified
Dentally context checked
Booking updated
Understand what each patient needs
Complete the next step where configured
Route calls based on your rules
Hi, you've reached York Smiles. How can I help?
Patient request understood
Identity verified
Dentally context checked
Booking updated
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.
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
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
Call summaries and handoff context
Staff notifications for follow-up
Internal tasks your team can manage
Capture and nurture new leads
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.
Staff notifiedTask created
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.
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
"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
Urgent calls escalated to your team
Sensitive or unclear issues handled safely
Policies shaped around your preferences
Policy matched: urgent symptoms
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.
Patient
Intavia
Team
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
Yes. Intavia connects to Dentally where configured so your AI receptionist can identify patients, check appointment context, check availability, book and change appointments, create patient records, write approved notes, and hand off when a call needs the team. For the broader dental context, see our AI receptionist for dental practices guide. For product context, see Intavia for dental practices. For plan options, review Intavia pricing.
Intavia answers the call, understands what the patient needs, verifies identity where patient-specific details are involved, then checks Dentally for the relevant record, appointment, availability, notes, or treatment context. Dentally stays the source of truth, while Intavia completes approved actions or creates follow-up for the team. See how Intavia works for the broader setup and call-flow process.
Yes. Intavia can book appointments in Dentally through approved booking flows, using your configured appointment types, sites, practitioners, availability, and practice rules. For more on the wider workflow, see AI appointment booking by phone.
Yes. Intavia can reschedule or cancel Dentally appointments when the patient is verified, the appointment is identified, and the request matches your practice policy. If the request is unclear, sensitive, or outside your rules, Intavia hands off with the call context.
Yes. Intavia can collect the required details and create a Dentally patient record, then continue into the right booking flow when the request is supported.
Yes. Intavia can use Dentally treatment-plan context to support routing and follow-up workflows, without giving clinical advice or replacing clinical judgement.
Yes. Intavia can write approved call notes or summaries back to Dentally patient records, so the team can see what happened after the call.
No. Intavia creates call-related tasks inside Intavia, rather than as native Dentally tasks. This gives your team a clear place to review handoff, follow-up, and call outcomes without turning unsupported Dentally task workflows into a public claim.
For patient-specific requests, Intavia checks the caller against your identity rules before discussing appointment details or making changes. If the match is ambiguous, or the caller cannot be verified safely, Intavia avoids revealing private information and hands off according to your workflow.