Practice management Integration•Status: Live•open-dental.md

VoiceFleet + Open Dental Technical Workflow

Book, move and cancel dental appointments in Open Dental from phone calls.

What this integration unlocks

  • Offer open slots by appointment type and provider
  • Book appointments for existing or new patients
  • Find, move or cancel a patient's appointment
  • Add a note about the call to the appointment

Inbound Call-to-Open Dental Sequence

VoiceFleet uses the Open Dental API to read your appointment types, providers and open slots, so callers hear times that are actually free.

When the caller confirms, VoiceFleet finds the patient in Open Dental, or adds them if they are new, and books the appointment with a note about the call.

Step-by-Step Setup in VoiceFleet

  1. 1Make sure your practice has Open Dental API access and a Customer API key.
  2. 2In the VoiceFleet dashboard, open Integrations, choose Open Dental and enter the Customer API key and the Developer key.
  3. 3Place a test call and check the appointment in Open Dental.
  4. 4Switch your phone line over once you're happy with the test.
AI Agent / MCP Discovery Snippet

Query Open Dental integration capabilities from Claude, Cursor, or OpenClaw using VoiceFleet's Tier 1 MCP tool:

mcp call voicefleet_get_integration_matrix '{"category":"practice"}'

Operational Guardrails

  • • VoiceFleet works with the appointment types and providers set up in Open Dental.
  • • You need an Open Dental Customer API key before you can connect.

Open Dental Integration FAQ

Does VoiceFleet book directly into Open Dental?

Yes. It reads open slots through the Open Dental API and creates the appointment for the patient once the caller confirms.

What if the caller is a new patient?

VoiceFleet adds them as a new patient in Open Dental before booking the appointment.

What do I need to connect Open Dental?

An Open Dental Customer API key and the Developer key. You add them in the VoiceFleet dashboard under Integrations.

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