Dentrix AI Receptionist Setup

Checklist for integrating an AI receptionist with your PMS.

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Setup checklist

  1. Confirm PMS admin credentials and permissions.
  2. Map appointment types and provider schedules.
  3. Define emergency escalation rules.
  4. Document intake fields required for new patients.
  5. Verify data write-back or export workflows.
  6. Test appointment creation with internal staff.
  7. Run a pilot week before full rollout.

Verification

Source reference: https://example.com/dentrix-integrations