Kas nonāk Open Dental

• Appointments: new appointments booked by staff from our dashboard, by online scheduling, by the AI receptionist and from ASAP list openings (POST /appointments), with the provider, the appointment length and the chair the open slot came from. Online scheduling never offers a time already booked in Open Dental, and never books into a chair it can see is occupied. If no provider was chosen on a call, the booking may need a staff member to place it. Cancellations mark the appointment Broken in its slot rather than deleting it, and reschedules are done by booking the new time first and then breaking the original.
• Confirmations: when a patient confirms by text, email link or phone, or staff click Confirm, we set the appointment's Confirmed field to your office's own 'Confirmed' definition (if we can't find one, only the note is written). We also write a note saying how it was confirmed. Be aware that today this note replaces whatever is already in the appointment's Note field. Cancellations made from our dashboard or a patient's cancel link, kiosk check-ins, and the original appointment in an AI reschedule also replace the appointment's Note. If your office keeps important text in appointment notes, tell us before you turn these on.
• Patient payments: card, text-to-pay, in-office checkout, statement and membership payments post to the patient's ledger (POST /payments) under your own Credit Card pay type, with a reference that prevents double posting. Anything that can't post automatically is emailed to your office to reconcile.
• Insurance payments: ERA lines post to the matching claim procedure (insurance paid, write-off, deductible), and each one is read back to confirm it landed. A line is never posted over an insurance payment already on that procedure, payments covering several procedures on one claim are flagged for staff, and insurance money is never booked as a patient payment.
• Adjustments: membership discounts post to the patient's ledger as a discount adjustment when your Open Dental API permissions allow adjustments. If they don't, your office is emailed the exact adjustment to enter, and nothing is dropped silently. Cancellation fees charged under your cancellation policy also post to the ledger as an adjustment.
• Treatment plans: accepted treatment stays in sync with the patient's Active Treatment Plan. Treatment that came from Open Dental is already there and is never written again, and accepting the same plan twice never duplicates it. We don't create a separate named or signed plan.
• AI clinical notes approved through the clinical notes workflow are filed as an Open Dental procedure note (ProcNote) on the visit's completed procedure. Approving the note also sets the appointment Complete and completes its planned procedures, posting them as production, for today's or past appointments. If nothing is completed yet, the note waits and attaches as soon as a procedure is.
• Procedures from AI charting: treatment-planned or existing-other procedures with your own procedure codes, or, when your code list has a matching condition code, a condition charted with that code at no fee. The clinician's reason goes on as a procedure note. One-click undo removes procedures AI charting wrote; it never touches work your staff entered.
• Perio charts from voice perio charting: a new perio exam with probing depths, recession, bleeding and suppuration, mobility and skipped missing teeth, in the native perio chart.
• Patient charts from intake forms: when there's no matching chart, after checking for a duplicate, we create one with name, email, cell phone, birthdate and SSN. For a returning patient, changed address, phone and email are written to the existing chart once the form's identity matches it, and a nickname or spelling variant never replaces the legal name. Allergies that match your Open Dental allergy list and medications that match your medication list are added to the chart; anything else stays in the intake PDF and is flagged for staff.
• Insurance on the chart: when your team verifies insurance and the patient is the policyholder with no insurance on file, we add the carrier, plan, subscriber and patient plan. If the plan is already on the chart, it is confirmed and marked verified. Dependents and additional plans are flagged for the front desk.
• Documents in the Imaging module: completed intake and health-history PDFs (insurance card images are inside the PDF), signed consents, perio chart PDFs, faxes filed from the Digital Fax inbox, insurance benefit faxes, and radiographs or photos your staff upload, each filed to a folder matched by name to your own image categories.
• Commlog entries: texts and emails with patients mirrored into the chart (you can switch this off), AI call summaries, perio summaries, filed-fax notes saying where the PDF is, and a verification note when the appointment it belonged to is gone.
• Insurance verification: the Date Last Verified on Open Dental's Insurance Verification List, for plans that already have an entry there, plus (when turned on for your office) a benefits summary (status, annual max and remaining, deductible and remaining, coverage percentages, masked group number) in the appointment note. The benefits update replaces only our own block in that note. Other writes, such as confirmations and cancellations, currently replace the whole note (see Confirmations above).

What we don't write, so nobody is surprised: we don't fill in the structured benefit rows on Open Dental's insurance plan (benefits arrive as appointment-note text and the verification date), we don't add dependents' or additional insurance plans, we don't create or update Open Dental recalls, we don't write medical conditions to the problems list (they're in the intake PDF, filed to your Medical History folder or the closest matching folder you have), we don't write medications that aren't on your Open Dental medication list, we don't write no-shows, and we don't create claims inside Open Dental. Claim drafting runs on our side, not inside Open Dental, and drafts are for your staff to review. It is not yet switched on at any Open Dental office we connect to today. Two Open Dental limits shape how all of this runs: the Remote API allows about one request per second per office key, and each list call returns roughly 100 rows at a time. So the biggest pulls (patient walks, insurance, claim history, image backfill) run overnight, and the server running your eConnector needs to stay on after hours, not just during clinic time.