Open the full customer record in a single click, without interrupting your flow.
Dentsy AI connects your calls with your PMS and CRM to make everyday tasks easier. And that includes getting the information you need, exactly when you need it. Because finding customer and patient records should require the minimum of steps, one-click file access lets you open the relevant files directly from your Smart Caller Pop-Up. No searching through tabs or typing names into your PMS.
What is One-click PMS Access?
One-click PMS access connects the details on your Dentsy pop-up with the full record in your PMS. Simply click the file link to open the record directly in your practice management system, ready to view or update as the conversation continues.
How does One-click PMS Access work?
Because Dentsy integrates with your PMS, it can match an incoming caller to an existing customer record. Their key details appear in the Smart Caller Pop-Up, giving your team useful context before they answer.
When you need more information, simply click the file link on the pop-up. The record opens instantly in your PMS, taking you straight to the details you need without the usual steps to find them.
What are the benefits of One-click PMS Access?
At a busy dental reception, searching for records is a small task you might repeat dozens of times a day. Each search takes your attention away from the person on the phone and adds another step to your workflow.
We think getting to a patient’s record should be as simple as clicking a link. Whether you’re checking an appointment, reviewing previous notes or updating their details, you should be able to get straight to it.
Because the less time you’re spending on repetitive tasks, the more time you have for helping customers and supporting their treatment plans. We removed the extra steps so your team can keep the conversation moving.
How dental practitioners are using One-click PMS Access
Combined with the Smart Caller Pop-up, one-click file access helps receptionists recognise an incoming caller, greet customers personally and open their record before the conversation begins.
If a patient calls about an upcoming appointment, for example, your receptionist can go straight from the pop-up to their file in the PMS. The details are there to check, without asking the caller to wait while they search.
That means every call can start from a more informed place. It saves time for busy receptionists and creates a smoother experience for clients.
Want to see One-click PMS Access and similar features in action?
