RevSquared + Dentrix.
Connect RevSquared to Dentrix through Zapier to automatically route call data from your AI dental receptionist into your practice management workflow. Every call is documented with a full transcript and outcome summary that you can route into Dentrix patient records.
How RevSquared Works With Dentrix.
Connect RevSquared to Dentrix through Zapier to automatically route call data from your AI dental receptionist into your practice management workflow. When a patient calls to schedule a cleaning, ask about insurance, or request a callback, your AI agent captures their name, phone number, email, call summary, and intent — then sends that structured data to Zapier where you build the automation to push it into Dentrix.
Your front desk team starts every morning with a complete log of overnight and after-hours calls, each tagged with the reason for calling, patient sentiment, and whether they need a follow-up. No more listening to voicemails or deciphering sticky notes — every call is documented with a full transcript and outcome summary that you can route into Dentrix patient records.
RevSquared handles the phone conversation and data capture. Zapier handles the routing. You decide exactly how call data flows into Dentrix to match the way your dental practice already operates.
What This Integration Does.
Every feature built to keep your business running without you on the phone.
Send new patient inquiry data from AI calls into Dentrix
Build a Zap to send new patient inquiry data from RevSquared calls into Dentrix.
Log call summaries and transcripts for patient records
Set up an automation to log call summaries and transcripts for patient records.
Route appointment request details to your scheduling team
Build a Zap to route appointment request details to your scheduling team.
Flag insurance verification calls with extracted plan details
Set up an automation to flag insurance verification calls with extracted plan details.
Notify front desk staff of urgent or same-day appointment requests
Build a Zap to notify front desk staff of urgent or same-day appointment requests.
Tag and categorize calls by procedure type and urgency
Set up an automation to tag and categorize calls by procedure type and urgency.
Getting Started.
You'll be connected in minutes, not days.
Connect your RevSquared account to Zapier and select call events as your trigger
Map caller name, phone, email, call summary, and transcript to your Zap fields
Configure your Zap to route structured call data into Dentrix or your preferred workflow
Every AI-handled call automatically sends organized patient data to your dental practice tools
Real-World Use Cases.
Businesses like yours are already using this integration.
After-Hours New Patient Intake
A new patient calls at 8 PM asking about teeth whitening options. Your AI dental receptionist answers, captures their name, phone, email, insurance provider, and preferred appointment times. The call data flows through Zapier so you can route it into Dentrix the next morning — complete with the transcript and a summary of what the patient is looking for.
Insurance Verification Call Logging
A patient calls to confirm whether their Delta Dental plan covers a crown procedure. Your AI agent captures the insurance details, plan ID, and specific questions. That structured data is sent to Zapier where you build the workflow to log it in Dentrix and alert your billing coordinator to verify coverage before the appointment.
Emergency Dental Call Triage
A caller reports severe tooth pain on a Saturday afternoon. Your AI agent captures the symptoms, severity, and contact info, then sends the data through Zapier. You configure the Zap to send an urgent alert to the on-call dentist and log the emergency call in Dentrix for Monday follow-up.
Frequently Asked Questions.
Everything you need to know about this integration.
Can RevSquared book dental appointments directly in Dentrix?
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How does the AI dental receptionist handle insurance questions?
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Does this integration work for multi-location dental practices?
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What data does RevSquared send to Zapier after a dental office call?
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Related Integrations.
Ready to Connect RevSquared + Dentrix?
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