Feature Focus: PMS Integration

Dentally, Aerona Dental, Semble, Boxly, DenGro logos

Dentsy completes the gap in communications between your calls and your PMS and CRM. 

That’s possible because it’s built to integrate seamlessly with the top PMS platforms that dental practices are already using. 

Every dental practice runs multiple software platforms to complete the patient journey from call to consultation. 

  • Practice website and social media channels
  • Internal communications and messaging channels
  • Phone system
  • CRM for lead capture, appointment booking and payments
  • PMS for clinical records and treatment scheduling
  • Accounting
  • Portals for third-party integrations, such as urgent care or insurance

They all need to be able to talk to each other without dental receptionists having to jump through hoops each time to request permission, enter passwords, or add updates manually. 

With frictionless integration between the phone system and PMS/CRM, Dentsy allows all call data to flow freely between conversations and patient records. 

What PMS and CRM platforms does Dentsy integrate with?

Dentsy integrates with Dentally, Semble and Aerona Dental PMS platforms, as well as Boxly and DenGro CRM platforms. 

What are the benefits of platform integration?

Integration allows your Dentsy AI phone system to communicate freely with the PMS and CRM, without you having to leave the Dentsy dashboard. 

Know who’s calling before you answer

When a call comes in, Dentsy can match it against the patient record in the CRM or PMS and pull up the details on the smart caller pop-up. 

Notes synced automatically

The call recording, summary, transcript and notes are saved to the PMS at the end of the call, eliminating the need for manual note-taking. 

Easy appointment booking

Your next steps and appointments are updated in the PMS, so you don’t have to enter the same details twice. 

No manual data entry

Save 2-3 minutes after every conversation. All your call notes pass directly to the PMS so busy receptionists can get on with their next task or take care of a patient arriving at the front desk for their appointment.  

Missed Call Tracking 

No need to manually assemble your missed calls or voicemails and find the numbers. Vetsy allows you to complete your list with click-to-dial convenience from the patient record you’re currently viewing. 

Performance overview 

Track team performance across each stage of the call and share examples of outstanding call-handling with the wider team for coaching purposes. 

How does integration set-up work?

Adding Dentsy to your existing software and PMS stack doesn’t cause any disruption to your ongoing processes. Most practices are up and running in a few days. Our team provides full support before and after integration. 

Is my data secure?

Yes. You’ll still manage data retention policies (eg. GDPR and confidential clinical records) from your PMS, but all data flowing between your Dentsy AI phone system and database is encrypted, with controlled access. Calls can’t be used to access or change your PMS data outside the permissions you set.

What if I don’t use one of your listed PMS or CRM platforms?

Tell us what you’re using and we’ll come up with a solution. In most cases, we can configure Dentsy to communicate with whatever platform(s) you’re using. 

Want to know more about Dentsy and your PMS or CRM? View our partner pages using the link below. 

See more about partner integrations

Share it!

← Back to blog