You keep Open Dental. Nothing gets migrated, converted or exported. Open Dental stays your system of record, and every add-on on this page reads from it or writes into it.
In your Intake.Dental dashboard, click to get an Open Dental API key. We issue it for your office and show you exactly where to paste it. The whole connection takes about five minutes.
In Open Dental, check in Service Manager that the eConnector is running. Then go to Setup > Advanced Setup > API, check Enabled, and use Add Key to paste the key. We install nothing. You don't need database passwords, a VPN or port forwarding.
Click Connect. We test the key against your Open Dental, then sync patients, appointments and procedures every 15 minutes. From there each add-on (receptionist, verification, notes, perio, forms, texting) uses that same connection.
Setup runs through Open Dental's API and the eConnector already on your server. Nothing is installed at your office. Keep that server on overnight, because the scheduled syncs run then. You can disable the key from inside Open Dental at any time.
Through Open Dental's Remote API. Calls go to Open Dental's servers, which route them to the eConnector on your server. We issue the API key, and you enable it under Setup > Advanced Setup > API. There is no bridge software and no direct connection to your database. Everything goes through Open Dental's API. If the eConnector goes offline, the dashboard shows when it last answered.
No. Nothing is converted or exported. Open Dental stays your system of record. Appointments, notes, perio exams and forms that we write are ordinary Open Dental records, and your team can read them with or without us.
AI clinical notes (as procedure notes), AI charting (as procedures), voice perio charting (as native perio exams), the AI receptionist (bookings, reschedules and cancellations), appointment confirmations, intake and consent PDFs, insurance verification dates and benefit notes, and texts and emails logged to the Comm Log. The list above has the specifics.
Yes. After the call it books the appointment into your Open Dental schedule. It reschedules by booking the new time before breaking the old one, and it cancels by marking the appointment Broken. One honest limit: phone bookings currently go in as 60-minute appointments in that provider's usual operatory. Longer procedures, or offices that rotate chairs, may need the time or operatory adjusted in Open Dental.
Each night we read upcoming appointments and each patient's plan from Open Dental, then run eligibility through our clearinghouse connection. We don't use Open Dental's built-in eligibility. Results come back as the verified date on Open Dental's Insurance Verification List plus a benefits summary in the appointment note. Patients your office already verified recently are skipped. We don't currently overwrite the plan's benefit rows on the insurance tab.
The full completed form is filed as a PDF in the patient's Imaging module, in your Medical History folder if you have one, or your Patient Information or Miscellaneous folder if not. Allergies are added as structured entries only when they match an allergy on your Open Dental list. Medications and medical conditions are not entered as structured items yet, so they stay in the PDF for your team to review.
Yes. Open Dental's API can push an image file out to a secure location we control, so we can show radiographs without any software at your office. Staff uploads and AI overlay images also go back into Open Dental Imaging.
No. Claims Intelligence reads your adjudicated Open Dental claim lines to show what each payer actually pays and writes off by code. Claim drafting for staff review is built but not yet in use at any Open Dental office, and it never creates claims inside Open Dental. Nothing is submitted automatically.
Here are the main gaps today. We don't create or update Open Dental recall records, so recall reminders come from your hygiene appointment history. A cancellation slot that a waitlisted patient accepts still has to be booked by staff in Open Dental. No-shows marked in our dashboard are not written to Open Dental. Card payments taken through us are not yet posted to your Open Dental ledger. We don't use Open Dental's real-time eligibility. We haven't verified the connection with an Open Dental Cloud (hosted) office. Recall reminders are built from your hygiene appointment history instead. A cancellation slot that a waitlisted patient accepts still has to be booked by staff in Open Dental. We don't use Open Dental's real-time eligibility. We haven't verified the connection with an Open Dental Cloud (hosted) office.
Every plan includes a BAA, and patient health information is encrypted at the field level. Pricing is published. The AI Receptionist is $499.99/month flat, Insurance Verification is $199.99, Claims Intelligence is $299.99 and Voice Perio Charting is $49.99. Every plan is month-to-month with a 14-day trial.
If you run Open Dental and want AI on top of it, you shouldn't have to give up the chart your team already knows. One connection through your eConnector lets the receptionist, verification, notes, perio and forms work inside Open Dental. Where a piece doesn't write back yet, this page says so.
Open Dental is a trademark of Open Dental Software, Inc. Intake.Dental is an independent product and is not affiliated with, endorsed by, sponsored by, or certified by Open Dental Software, Inc.
I run Open Dental workflows in my own practice, so this page sticks to what our Open Dental integration reads, what it writes back, and where it stops. We connect through Open Dental's own API and your eConnector. Then the AI receptionist, insurance verification, AI clinical notes, voice perio, AI charting and digital forms all work against the chart you already have.
