AI Agent for Dentrix

How It Works

Get your Dentrix AI Agent up and running in minutes.

1

Log into the Client Portal and assign Dentrix to any agents that need it.

2

Configure the integration settings and integration prompt in the FONE app.

3

Your AI starts handling patient calls with live Dentrix data — scheduling appointments, confirming visit details, and answering insurance questions.

Key Features

Everything your AI needs to handle Dentrix inquiries like a pro.

Patient Lookup

Your AI searches Dentrix patient records by name, phone number, or date of birth — pulling up demographics, insurance on file, and account status.

Appointment Scheduling

Callers can book, confirm, or reschedule dental appointments through your AI. It checks your Dentrix schedule for provider availability and operatory openings.

Treatment History

Your AI accesses a patient's treatment record — past procedures, pending treatment plans, and recall status — for informed conversations about upcoming care.

Insurance Verification

Your AI can reference insurance information on file in Dentrix so patients can confirm coverage details and understand their benefits during calls.

Get Started ▶ Hear a real call

AI Agent for Dentrix Example Prompts

Copy and paste these prompts into your Dentrix AI Agent prompt box to get started quickly.

Example 1 — Dental Appointment Scheduling:
"When a patient calls to schedule a dental visit, ask what they need — cleaning, exam, filling, crown, etc. Check Dentrix for available appointment slots with the appropriate dentist or hygienist. Book the appointment and confirm the date, time, and provider."

Example 2 — New Patient Registration:
"If the caller is a new patient, collect their name, date of birth, phone, email, and insurance information. Let them know we will mail or email new patient forms that should be completed before their first visit. Schedule them for a new patient exam and cleaning."

Example 3 — Insurance Verification:
"When a patient asks whether we accept their insurance, check the accepted plans. Let them know if their plan is in-network. If unsure, offer to have our billing team verify their benefits before their appointment and call them back with details."

View All Integration Prompt Examples →

See It in Action

Here's how your AI Agent for Dentrix handles a real conversation.

Caller

Hi, I need to schedule a cleaning. I think I'm overdue.

AI Agent

I'd be happy to help. Can I get your name and date of birth?

Caller

Lisa Chen, February 14th, 1988.

AI Agent

I found your chart, Lisa. Your last cleaning was September 12th, so you are due for your six-month recall. Dr. Patel has openings next Tuesday at 10 AM or Wednesday at 2 PM. Which works for you?

Caller

Tuesday at 10 is perfect.

AI Agent

You're booked with Dr. Patel for Tuesday, March 18th at 10 AM for a prophylaxis and exam. I see your Delta Dental is on file and current. We'll send a confirmation text. Anything else?

Frequently Asked Questions

Is it HIPAA compliant?

Yes. The integration uses encrypted, read-only API access. Patient data is queried live during calls and never stored on our servers. Full BAA available.

Can it book directly into Dentrix?

Yes. Your AI creates appointments in Dentrix with the correct provider, operatory, procedure codes, and time blocks — following your scheduling template.

Does it handle new patient intake?

Your AI collects new patient demographics over the phone and creates a preliminary record in Dentrix. Your front desk completes the full chart setup.

Can it check insurance eligibility?

Your AI references insurance carriers and plan information stored in Dentrix patient records. For real-time eligibility verification, it notes the request for your team.

What about emergency dental calls?

Your AI triages dental emergencies based on your criteria — severe pain, trauma, swelling — and can schedule same-day or next-available urgent appointments.