Most dental software vendors connect to your PMS one way and call it a day. We connect three ways, and we tell you upfront which tier your practice lands in.
On these three PMSes, we don't go through a middleman. Insurance verifications, AI clinical notes, payments, treatment plans, and patient passport sync all write back to the chart in real time. No copy-paste, no nightly batches, no vendor markup eating your margin.
Cloud-native PMS, native API. The cleanest writeback story of the three.
Whichever PMS your practice runs on, here's how we'll connect, and what that means for what's possible.
CareStack · Open Dental · Dentrix Ascend
Native vendor-certified API. Real-time writeback. No middleman, no per-call markup, no tier gates. The full feature set, the cleanest setup, and the lowest cost to operate.
Dentrix · Eaglesoft · 60+ others
For PMSes without a public API, we route through a certified dental data bridge that connects to 60+ systems. You get most of the platform: AI notes, insurance verification, marketing analytics, patient passport. Some advanced writeback is read-only on this tier.
"Integrates with your PMS" can mean anything from a nightly CSV import to true real-time sync. Here's what direct API actually buys you.
Data flows both ways the moment something changes. A completed intake form lands on the chart before the patient sits down; a verified insurance plan posts to the patient record automatically; an AI clinical note publishes to the chart the same visit. No nightly batches, no copy-paste, no double entry.
Aggregator-based integrations route every read and write through a third party that charges per call. A cost most vendors quietly pass on to you. Our direct connections talk to the PMS vendor's own certified API, so there's no per-call markup and no rate-limit tier gates on your data.
Yes. Dentrix (desktop) connects through our certified PMS data bridge, which covers reads plus most writeback: AI notes, insurance verification, analytics, and patient passport. Dentrix Ascend (the cloud version) gets our native, Henry Schein One-certified direct API with real-time appointment writeback and new-patient creation.
Yes. Eaglesoft connects through the certified PMS data bridge. The same path used for Dentrix and 60+ other systems. You get AI clinical notes, automated insurance verification, marketing analytics, and patient passport; a small subset of advanced writeback features is read-only on this tier.
On CareStack, Open Dental, and Dentrix Ascend: appointments (read and write), patient records and new-patient creation, completed intake forms filed to the chart, AI clinical notes published to the chart, insurance verifications posted to the patient record, treatment plans, and patient payments posted back to the ledger. Exact coverage varies slightly by vendor, each card above lists the specifics.
Tell us your PMS and we'll tell you exactly what you'd get, including the specific writeback features that work on your setup vs the ones you'd lose. Fifteen minutes, no slide deck, no pressure.
ODFHIR + REST. The most-integrated AI platform for Open Dental.
Henry Schein One certified. Live API access on v177+.
Dentrix Enterprise · ABELDent · on-premise installs
A small agent installed on your office server reads the local PMS database directly. Best for Dentrix Enterprise, ABELDent and other on-premise installs.
If your office runs on any of these, Intake connects: same forms, same AI receptionist, same writeback. No rip-and-replace.
Don't see your system? It's very likely still covered, tell us what you run and we'll confirm in one email.
Writeback-heavy features only work on a direct connection: AI clinical notes signed into the chart, payments posted to the ledger, treatment-plan sync, per-tooth history, and cross-practice patient passport. On direct-API PMSes you get the entire platform, not a read-only subset.
CareStack and Dentrix Ascend are cloud-to-cloud. Nothing to install. Open Dental requires the eConnector service, and we walk you through enabling it in about ten minutes. The local bridge agent is only needed for on-premise systems without a public API, like Dentrix Enterprise or ABELDent.
You're still covered. Every Intake Dental plan automatically emails a formatted PDF of each completed intake form to your office, which works with any PMS on earth. Tell us what you run and we'll confirm exactly which tier your system lands in, usually within one business day.
Yes. All PMS traffic is encrypted in transit with TLS, and PHI is stored with AES-256-GCM field-level encryption plus dual-layer Glyph encryption at rest. Every account includes a signed Business Associate Agreement, audit logging, and role-based access controls.
Set up your first form in under a minute. No contracts required, no pressure.
Practice Autopilot bundles the whole front office: AI Voice Receptionist with the full cloud phone system, AI Clinical Notes, direct PMS integration, unlimited insurance verification, patient payments, voice perio charting, and Digital Fax, for $999.99/month. Bought separately, the same add-ons run over $1,200/month.
Save $300+/month vs à la carte
No contracts • Cancel anytime • 30-day money-back guarantee
Just want the phones handled? The AI Receptionist plan is $499.99/month see pricing
Want absolutely everything: Virtual Consults, Claims Intelligence, Voice Perio, priority support, and white-glove onboarding on top? The AI Dental Office plan is $1,499.99/month see the everything tier
