New patient inquiry
Open Dental taskCaller details and dental concerns post as a task for the front desk to log into the chart.
Connected via Zapier
RevSquared + Open Dental. Calls flow into your open chart.
Every call your AI agent takes flows into Open Dental 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
Open Dental
Open Dental- Webhooks by Zapier
- Full JSON payload per call
- Fires within seconds of call end
Common workflows
Build the Zaps your chart needs.
One webhook out of RevSquared, then any number of Zaps that route it to Open Dental. Here's what teams build.
Open Dental taskRecall callback
Hygiene coordinator alertPatients who confirm their recall by phone trigger a Slack ping so the hygienist's column gets filled.
Treatment plan follow-up
Plan status updateCaptured questions about a quoted crown or ortho plan land in your treatment-plan tracker.
Billing question
Office manager queueBilling or balance questions create a callback ticket with the patient's exact question.
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 Open Dental as the action
In the same Zap, add Open Dental as the next step. Pick an action, map the webhook fields into Open Dental, and turn it on.
What you get
What you can build.
01
Push patient notes
New caller details land as a structured note ready to import into Open Dental.
02
Log call transcripts
Drop the AI summary on the chart for context every time a patient called in.
03
Route appointment requests
Preferred date and procedure type fly to the scheduling coordinator.
04
Flag recall callers
Recall confirmations route to the hygiene coordinator to firm up the day's column.
05
Send urgent alerts
Same-day pain or emergency calls page the on-call provider through Slack or text.
06
Categorize by intent
Tag calls as new patient, recall, billing, or treatment so reporting holds up.
Why teams pick RevSquared for Open Dental
The honest way to wire RevSquared into your open chart.
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 patients, recall confirmations, billing tickets, and clinical questions.
Real-time
Not batched
Webhook fires seconds after hang-up so the open chart catches up before the next patient walks in.
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 Open Dental part lives entirely inside the Zap you build in Zapier.
Built for
Industries that pair Open Dental with RevSquared.
Pairs well with
Other integrations operators run alongside Open Dental.
Stop missing calls while the chart is open in Open Dental. Every after-hours patient lands as a structured note by morning.
Build a Zap once. Every future call lands where it needs to go automatically.