OpenDental API Automation
Your Open Dental, without the busywork.
Custom tools built on top of Open Dental, to reduce the daily work for your team. X-ray checks, recalls, accounts, hygiene notes and patient outreach, done for them.
Front desk, 7:58 a.m.
Live from Open Dental- X-rays checked for today Done before you arrived
- Recall bookings verified 2 insurance conflicts
- Yesterday's accounts Balanced
- Outstanding treatment Ready to send
- Hygiene notes 10 completed
An illustration of the morning view. Example data.
25+ hours
of staff time back every week
18-person practice
running on it every day
Nothing to switch
built on top of your Open Dental
Open Dental has a powerful API. Most practices never use it.
Read the whole practice
Patients, appointments, procedures, insurance and payments. Every record, live, the moment it changes.
Your reports, automated
The saved queries your office exports to Excel can run on a schedule and feed a screen that is always current.
Write back to the chart
Add notes to the right procedure and log every text and email on the patient. Open Dental stays the record.
Behind the screens your team clicks through every day is an official API that reaches almost everything in your practice. That's what we build on.
Put together, one daily job runs itself.
Example: the morning x-ray check
- 1
Before the office opens
Today's patients are pulled from Open Dental.
- 2
Every patient checked
Each one's last x-rays are compared against your recall rules.
- 3
One clean list
The front desk sees who is due, who isn't, and who needs a second look.
- 4
Back into Open Dental
Once a person approves, the note is added to the chart.
A supplement, not a replacement. We take the gritty work off your hands.
Save hours every day
Clinical notetaking,
made simple.
The standard recall note is a long block of text. Hygienists edit it by deleting every line that doesn't apply, patient after patient. Miss one, and the chart says two different things.
Before: delete what doesn't apply
Med hx reviewed. No changes or contraindications.
Med hx reviewed. Updated: ________
Home care: good.
Home care: fair. / Home care: poor.
Perio: Stage II, Grade A.
Perio: Stage III, Grade B.
Perio: Stage I. / Stage IV.
Radiographs: BWX taken.
PAN taken. / FMX taken. / Not due.
Recall: 6 months with Dr. ____
One missed line, and the note now records two different perio stages.
After: click what applies. Try it.
Medical history
Home care
Perio
Radiographs
Recall
The note, as it lands in Open Dental
Pick a few options above.
Nothing contradicts
Only what you pick appears. One choice per section, so the note can't say two things.
Your custom template
Built from your office's own note, in the same order. A free-text field on every line for anything extra.
Last visit carries forward
What carries over is already filled in. The dentist is picked once and used throughout.
Straight to the chart
Review it, approve it, and it's written onto the right procedure in Open Dental.
The daily checks, done before the day begins.
X-ray checks
Before: Every upcoming patient looked up in the Account tab and checked against the recall intervals, by hand.
Now: Checked before the day starts. Due, not due, or confirm, with the last date on file for each type.
5+ hours
Recall checks
Before: Hygiene visits booked too early for exam coverage, caught one by one.
Now: Every new or moved booking is checked against the last recall exam. Problems show up with contact details and insurance carrier.
5+ hours
Daily accounts
Before: Same-day billing checks worked through screen by screen.
Now: Refreshed every 15 minutes. Each completed visit tagged clean, insurance pending, or discrepancy.
5+ hours
Month-end receivables
Before: A 10-hour push at the end of every month.
Now: The whole outstanding book, grouped by family and flagged, ready to work any day of the month.
2+ hours
Hygiene notes
Before: A long template, edited by deleting every line that does not apply.
Now: Click what applies. The note writes itself and lands on the right procedure.
8+ hours
That's 25+ hours back every week, before outreach, booking and phones are even counted.
Fill the chairs you already have patients for.
Outstanding treatment, on your terms
Contact everyone past due for treatment or hygiene in one pass. You choose who, what it says, and when. Email and text go out with each patient's details merged in, every send is logged on their chart, and they move to the back of the line.
Booking links that respect your schedule
Send a patient a personal link with the right length and the right provider. They pick from times that are actually open, blockouts included, and the visit lands on the schedule.
Calls and texts in one place
Two-way texting from the office number, matched to the patient. A phone in the browser that rings the front desk, calls any patient in one click, and keeps a history with names attached.
Your Open Dental knows exactly who is overdue. Now your team can reach all of them, without a spreadsheet or an afternoon on the phone.
For the owner: the whole practice on one screen.
Most practices run their numbers through saved queries and Excel, once a month if there's time. We turn those queries into live views that are always current.
Live numbers
Production, collections, new patients, recalls due and outstanding treatment, straight from Open Dental. No more month-end exports.
Track upsells
Whitening, laser and the rest are recorded from the hygiene note itself. A simple leaderboard replaces the checkbox spreadsheet.
Simplify marketing
Ad spend, new leads and cost per lead next to the clinic numbers, so you can see what is actually filling chairs.
Built around PHIPA and HIPAA safeguards.
Patient data deserves more care than a typical software project. These rules are built in from the first day.
An isolated server
Your tools run on a server dedicated to health data, separate from everything else we run.
Human gated
Nothing is written to a chart and no message goes out until someone on your team has reviewed it and clicked approve.
Every action logged
An audit trail records who did what and when.
Logins by role
Front desk, hygiene and the owner each see what their job needs, and nothing more.
Built for your clinic, not off a shelf.
Every practice runs a little differently. If your clinic doesn't have these tools yet, we build the ones you need, for practices across Canada and the United States.
- 1
A walkthrough call
Tell us what eats your team's day. We show you what is already running in a real practice.
- 2
We map your workflows
We sit with the people doing the work and turn their routines into a build list, ordered by hours saved.
- 3
Built on your Open Dental
Through Open Dental's official API. Nothing to install on your workstations, nothing to switch, nothing your team has to relearn.
- 4
It keeps getting better
Every week your team finds another chore worth handing over. We keep building.
Questions practices
ask us
Does this replace Open Dental?
No. Open Dental stays your system of record. We build cleaner screens and automations on top of it, using its official API, so your team does less clicking and the data stays where it already lives.
Can you build custom Open Dental reports and queries?
Yes. Most practices already run a handful of saved queries and export them to Excel. We turn those into live views that update on their own, and we write new ones in hours instead of weeks.
Is this an AI chatbot?
No. It is automation. AI helps us build it fast, but what your team gets is the daily checks done for them, notes that write themselves, and outreach that runs on your terms.
Is patient data safe?
It is built around PHIPA and HIPAA safeguards: an isolated server for health data, logins by role, a full audit trail, and a person approving every chart change and every message before it happens. We walk you through exactly where your data lives before anything goes live.
Do you work with practices in the United States?
Yes. We work with Open Dental practices across Canada and the United States, and everything happens remotely.
We already have some of this. Can you build just what we are missing?
Yes. Every practice is different. We build the pieces your clinic does not have yet, and leave alone what already works.
How much does it cost?
It depends on what you want built. The first call is free, and we will tell you what we would start with and what it would cost before you commit to anything.
See it running on a real Open Dental practice.
Tell us a little about your clinic and what takes your team the most time. We'll show you what's already working, and what we'd build for you first.
- A free walkthrough of the real tools
- A shortlist of what to automate first, by hours saved
- Canada and the United States
Send it, then pick a time for your free call right away.