You keep Open Dental. This works alongside it and doesn't replace it. Your database, your chart layout and your team's training stay as they are.
Record at the chair or narrate after the patient leaves. Transcription uses a medical speech model. In record-then-transcribe mode it also gets a dental vocabulary list, which includes terms like composite, SRP and articaine. You review every word before approving.
You get a structured clinical note, not a transcript dump. Edit anything you want. With dictation, the note itself is not written to Open Dental until you approve it. If AI charting is turned on, the existing work and planned treatment you dictate are charted in Open Dental when the recording finishes. Existing work goes in as Existing Other, because Open Dental's API can't create Existing Current Provider. Conditions such as a watch or caries are charted only if your office has a matching condition code set up in Open Dental. You can switch automatic charting off so findings wait for your approval. When findings are charted automatically, an Undo button removes that batch in one click.
When you approve a note linked to today's or a past appointment from the AI Clinical Notes list and send it to the chart, the appointment is set Complete in Open Dental and its planned procedures are set complete, dated to the visit, so they post as production. The note is then written as a procedure note (ProcNote) on one of those procedures. Open Dental has to echo our note back on that procedure before we mark it filed. A 200 response alone does not count.
A procedure note needs a procedure to attach to. A walk-in with no appointment, or a visit with no planned procedures, has nothing completed yet. The note then shows 'Not in chart' with the reason. It stays on our side and is retried every 15 minutes, so it files once the front desk or the doctor sets the work complete.
Setup takes about five minutes. We issue the API key, you turn on the API in Open Dental (Setup > Advanced Setup > API) and paste the key in, and the connection is tested. Open Dental's eConnector has to be running on your server. There is nothing for us to install at the office, no database credentials or VPN, and nothing to convert or re-import.
No. Open Dental stays your system of record and your chart stays where it is. This writes into it.
It goes on a procedure, as an Open Dental procedure note (ProcNote). When approving completes the visit, the note goes on one of the procedures that were just completed. Otherwise it goes on the first completed procedure for that patient on the note's date, so approve dictated notes on the day of the visit. Either way it shows in the patient's Progress Notes with that day's work. On a visit with several procedures, it may not be the one the note talks about most. If that procedure already has a note, we keep that text and add ours below it. It is a normal entry in your own database, readable by anyone on your team with or without us.
Yes, for a note linked to a scheduled appointment dated today or earlier. When you approve it from the AI Clinical Notes list and send it to the chart, we set the appointment Complete and set its planned procedures complete, dated to the visit, so they post as production in Open Dental. Then the note is filed on one of those procedures. A future-dated appointment is left untouched, because Open Dental refuses to complete it. We also check that the appointment belongs to the note's patient before changing anything. A note saved straight from the dictation window, or one with no appointment, files onto a procedure that is already complete and does not change the appointment.
No, and that is deliberate. The Comm Log is Open Dental's communication record for calls, texts and emails. Clinical findings don't belong there. If a clinical note can't attach to a procedure, we show it as not filed and retry. We don't quietly drop it into the Comm Log.
Almost always because no procedure for that patient has been set complete in Open Dental for the note's date yet, so there is nothing for a procedure note to attach to. That happens with a walk-in that has no appointment, or a visit with no planned procedures. Set the visit's work complete as you normally would. We pick up completed procedures on a 15-minute sync and retry the note on the same cycle, so it files on its own shortly afterwards. The note stays on our side while it waits.
When approving completes a visit dated today or earlier, the note is written right away, onto a procedure that was just completed. When the note waits on a procedure your team sets complete, allow up to about 15 minutes for the sync and the retry. We don't promise a fixed time after checkout for those, because it depends on when the procedure is posted.
The note sits on a completed procedure, and that procedure carries the provider Open Dental already has on it. If a hygienist and a doctor both worked that day, check which procedure the note landed on.
No. We don't store dictation audio. It is held in memory long enough to transcribe and then discarded, and it is never written to disk, cloud storage or a database. In record-then-transcribe mode, the transcript is kept with the note, encrypted, so you can check the note against what was said. In live mode, the transcript is kept for 24 hours after recording and then erased. The approved note itself is permanent. Separately, there are consent-based recording features that do store audio. A practice has to turn those on deliberately, and they are not part of dictation.
In live mode, the transcript saves as you speak, so a dropped connection or a closed tab doesn't lose what was said, and you are offered it back to carry on. In record-then-transcribe mode, nothing is saved until you stop, so finish the recording before closing the tab.
Yes. Hygiene notes and doctor notes are shaped differently, and the note follows the appointment's procedures instead of forcing one template on both.
No. We don't import your existing progress-note history. Notes written here are filed going forward, and your past notes stay in Open Dental where they already are.
We have not verified it with an Open Dental Cloud (OD-hosted) office yet. Our connection uses Open Dental's API through the eConnector. If you are on Open Dental Cloud, ask us before signing up and we will check it with you.
Yes. Protected health information is encrypted at rest at the field level, and we sign a BAA before any patient data is exchanged. A BAA comes with every plan.
If you already run Open Dental and notes are what keep you at the office after hours, this is built for that. You dictate and approve. For an appointment dated today or earlier, approving from the AI Clinical Notes list completes the appointment and its planned procedures, and the note lands on the visit's completed procedure. If there is nothing completed yet, the note waits on our side, retries, and shows you why it isn't in the chart yet.
Open Dental is a trademark of Open Dental Software, Inc. Intake.Dental is an independent product and is not affiliated with, endorsed by, or sponsored by Open Dental Software, Inc.
Dictate the visit, review a structured note, and approve it. The note is written to Open Dental as a procedure note on the visit's completed procedure, so it shows in the patient's Progress Notes with that day's work. When you approve a note linked to today's or a past appointment from the AI Clinical Notes list, approving also completes that appointment and its planned procedures in Open Dental. It runs through Open Dental's API, and you keep the system you already run.
Ìtọ́sọ́nà ìṣẹ́jú 20 tí ó lo ètò àkókò yín àti àwọn kóòdù ìlànà yín. Kò sí ìyípadà, kò sí ìṣípò, kò sí fífà-kúrò-kí-o-sì-rọ́pò.
