New patient inquiry
Dentrix patient noteNew caller info — name, phone, insurance — lands as a Dentrix-ready note for your front desk to import.
Connected via Zapier
RevSquared + Dentrix. Calls become patient records.
Every call your AI agent takes flows into Dentrix with the full context: caller info, what they asked about, how they sounded, and what happened. Catch it in Zapier and route it however you want.
- Webhook-based
- Works with any Zap
- Full call payload
- Setup in ~5 minutes
Connected via
Dentrix
Dentrix- Webhooks by Zapier
- Full JSON payload per call
- Fires within seconds of call end
Common workflows
Build the Zaps your practice needs.
One webhook out of RevSquared, then any number of Zaps that route it to Dentrix. Here's what teams build.
Dentrix patient noteInsurance verification call
Billing taskCaptured plan + member ID alerts your billing coordinator to verify coverage before the visit.
Same-day appointment request
Front desk Slack pingUrgent scheduling requests notify the desk in seconds so they can call back from the chart.
Recall confirmed by phone
Hygiene queue updateRecall confirmations log into your tracking sheet so the hygienist's day is built before they arrive.
How to connect
One webhook. Any Zap you want.
Connect Zapier once in RevSquared. From then on every call posts a full JSON payload — build as many Zaps as you want.
- 01
Start a Zap with Catch Hook
In Zapier, create a new Zap. Pick “Webhooks by Zapier” → “Catch Hook”. Copy the webhook URL Zapier gives you.
- 02
Paste it into RevSquared once
In your RevSquared dashboard, open the Zapier integration and paste the URL. One connection covers every future call.
- 03
Fire a test call
Make a test call (or use the test-payload button). Zapier receives the JSON and shows you the structure to map.
- 04
Add Dentrix as the action
In the same Zap, add Dentrix as the next step. Pick an action, map the webhook fields into Dentrix, and turn it on.
What you get
What you can build.
01
Auto-create patient notes
Spin up a Dentrix-ready note from every after-hours call so morning starts with a clean queue.
02
Log insurance details
Capture provider, member ID, and questions so billing has the file ready by lunch.
03
Route appointment requests
Send preferred date, procedure, and patient info straight to the scheduling coordinator.
04
Flag emergencies
Same-day pain or trauma calls trip an instant alert to the on-call provider.
05
Tag by procedure
Categorize calls by cleaning, crown, ortho, etc. so reporting is meaningful.
06
Sync caller history
Re-callers update existing patient notes instead of duplicating.
Why teams pick RevSquared for Dentrix
The honest way to wire RevSquared into your patient records.
1 hookup
Connect once
RevSquared has one Zapier integration. Paste a single Catch Hook URL and every patient call posts to it forever.
Many Zaps
Route however
From that webhook, build separate Zaps for new-patient intake, recall confirmations, billing questions, emergencies — all from the same call payload.
Real-time
Not batched
The webhook fires within seconds of hang-up. Your front desk sees the call before they finish their coffee.
Common questions
Everything else you'd want to know.
- No. RevSquared has one generic Zapier integration. You paste one Catch Hook URL into it and you're done on the RevSquared side. The Dentrix part lives entirely inside the Zap you build in Zapier.
Built for
Industries that pair Dentrix with RevSquared.
Pairs well with
Other integrations operators run alongside Dentrix.
Stop transcribing voicemails into Dentrix. Build a Zap once. Every future patient call lands as a structured note ready for your front desk.
Build a Zap once. Every future call lands where it needs to go automatically.