AI Team for Open Dental | Savvy Agents [ ![Savvy Agents](https://savvyagents.ai/images/savvy-agents-logo.png) ](https://savvyagents.ai) [ Book a demo ](#book-demo) Your AI team for Open Dental. =============================== Less busywork. Calls, insurance, notes, and follow-up connected to Open Dental—with your team in control. [ Book your Open Dental demo ](#book-demo) 45-minute live demo. No commitment. What connects back to Open Dental --------------------------------- - Appointments in your schedule. - Insurance results in the patient record. - Clinical notes after your approval. - Call summaries in communication logs. Configured for your practice. ![Open Dental Software](https://savvyagents.ai/images/dental/integration-logos/open-dental-logo.png) Open Dental authorized vendor [Security & BAA information](https://savvyagents.ai/hipaa-and-security) Setup and testing handled for you Start with the work you need off your plate. ---------------------------------------------- Missed calls? Insurance checks? Notes after hours? Choose one place to start. Add another agent when your team is ready. Ira ### Give missed calls a next step Ira answers overflow or after-hours calls, books allowed appointment types in Open Dental, and records a summary for your team. Milo ### Check benefits ahead of the visit Milo checks available eligibility and benefits, writes results to Open Dental, and flags missing information for staff follow-up. Sia ### Finish notes with a draft to review Sia drafts clinical notes using your templates. Your provider reviews and approves the note before it is saved to Open Dental. Novi ### Follow up with overdue patients Novi handles recall and follow-up outreach, with communication logged in Open Dental and staff handoffs configured for your workflow. Onboard in under a day. Go live on day two. ------------------------------------------- For Open Dental practices, we handle the connection, configuration, and testing. You get a guided walkthrough, then give us the go-ahead. 1. ### 1. A quick kickoff Tell us what you want help with and how your practice works. We confirm the details and access needed to get started. 2. ### 2. We set up and test We connect Open Dental, configure your workflows, and test scheduling and write-backs. Our team handles the technical work. 3. ### 3. Your go-ahead, then go-live We walk you through the results and make any adjustments. With your approval, your first workflow can go live on day two. Day-two launch assumes Open Dental access, required practice details, and your approval are in place. ![Dr. Divya Mudumba of Springfield Smiles and Implants](https://savvyagents.ai/images/customers/dr-divya-mudumba-testimonial.png)> “Ira has become a revenue-generating tool for our practice, and we're so glad we made the switch.” Dr. Divya Mudumba, DMD · Springfield Smiles & Implants Questions to ask before you connect. ------------------------------------ Can Ira handle only missed calls? Yes. Your team can answer first, with unanswered or after-hours calls forwarded to Ira. We confirm routing with your phone provider during setup. You can start with Ira alone; the other agents are optional. Will Ira follow our scheduling rules? We map the appointment types, providers, operatories, and blockouts Ira can use, and agree on which requests stay with staff. Complex treatment bookings are reviewed during setup rather than assumed to be available. We test the agreed rules and walk you through the results before launch. Can we keep our phone system and reminders? Often, yes. Call coverage can use forwarding, and Open Dental eServices reminders can stay in place. Texting depends on your number and provider setup. We review the combination with you and agree which system handles each message to avoid overlapping outreach. Where do messages and staff follow-ups go? Call summaries can be written to Open Dental communication logs. Staff follow-up tasks can also be configured in Open Dental. During setup, we confirm where each item goes and show your team how to review it. What if insurance information is missing? Available information depends on the payer, patient details, and the verification method in your plan. Milo flags incomplete or unsuccessful checks for staff follow-up. We review your key payers during setup; no verification method guarantees complete benefits for every patient. How do we review access to patient data? Before enabling your workflows, ask us to walk through the Open Dental connection, what each selected agent reads or writes, and the Business Associate Agreement (BAA). We review access and staff responsibilities with you during onboarding. Read our [HIPAA & Security information](https://savvyagents.ai/hipaa-and-security), or bring your questions to the demo. Bring your workflow. See how Savvy fits. ------------------------------------------ In this 45-minute demo, we will discuss your biggest workload, demonstrate relevant Open Dental workflows, and review setup and pricing. No connection to your practice is needed for this first call. HIPAA compliant Live demo, no commitment Trusted by growing dental practices ![Savvy Agents](https://savvyagents.ai/images/savvy-agents-logo.png) © 2026 Savvy Agents, Inc. 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