Built-in calling for dental teams
Oral Connect brings staff-led outbound calling into the same workspace as new enquiries, open treatment and recalls. Your team speaks with the patient, records the outcome and agrees the next step. Transcripts and AI summaries help the next colleague pick up the conversation.
Watch the workflow
Short product animations. Fictional patient records and illustrative figures throughout.
See how transcripts and summaries support the next conversation and team handover.
Explore this workflowEvery call, transcribed and summarised. Recorded and transcribed as you talk. A summary the whole team can act on.
Illustrations explain the workflow; they are not recordings of live patient activity or evidence of results. Source availability and Dentally sync scope are confirmed during onboarding. Proposed or accepted treatment value is not collected revenue.
Start with the Sales, Open Treatment, Recall or Re-engage Hub, based on why your team needs to make contact.
Review the available treatment and conversation context. Check the patient’s current situation and communication preferences.
Use built-in calling or start an autodial session. Your team handles the conversation; do not confuse dialling assistance with an autonomous AI caller.
Record the outcome, arrange an appropriate next step and keep the follow-up visible. Review summaries for accuracy.
A call count is a starting point. Review whether the team understood the enquiry, answered the question and agreed a clear next action. Use conversation context to coach treatment coordinators and improve handovers.
The workflow described here is staff-led. Autodial helps the team move through calls; transcripts, summaries and drafted messages support the team. This page does not advertise an autonomous appointment-confirmation agent.
Oral Connect supports outbound calling from the platform. Discuss how this fits your existing incoming phone system, numbers, allowances and working arrangements during your demo.
The Dentally connection supports open-treatment and recall worklists. Confirm the records, appointment updates, permissions and sync behaviour available for your practice during onboarding.
Review the conversation alongside the recorded enquiry source and later outcomes. Campaign or ad-set attribution depends on identifiers captured and retained; it is not available for every conversation automatically.
See how the team acts, what gets recorded and how you would review the result.
Book a workflow demoExplore the Dentally connectionUse the dental CRM buying checklist · Read our evidence notes