Open Dental တွင် မည်သည်တို့ရောက်ရှိသည်

• Appointments: new appointments booked by staff from our dashboard (POST /appointments), with the length and chair learned from your own recent schedule. Appointments booked by the AI receptionist are sent to Open Dental shortly after the call. Today every one goes in as a 60-minute appointment, whatever the visit type, in that provider's usual operatory rather than necessarily the chair the caller was offered. Check them on the schedule and adjust the length. If no provider was chosen on the 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.
• AI clinical notes approved through the clinical notes workflow are filed as an Open Dental procedure note (ProcNote) on the patient's completed procedure for that visit day. If nothing is completed yet, the note waits and retries every 15 minutes.
• 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.
• Procedures from AI charting, written as treatment-planned, completed or existing-other procedures with your own procedure codes.
• New patient charts from intake forms when there's no matching chart: after checking for a duplicate, we create the chart with name, email, cell phone, birthdate and SSN. We try to write intake allergies to the patient's allergy list, but only when the allergy matches an entry in your Open Dental allergy list. Anything that doesn't match stays in the intake PDF.
• Cancellation-fee adjustments posted to the patient's ledger.
• Documents in the Imaging module: completed intake and health-history PDFs (insurance card images are inside the PDF), signed consents, perio chart PDFs, 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, 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 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 free-text medications, 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.