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Integrations Open Dental

Integration · Appointments and scheduling

Open Dental + Finn.

Open Dental integration with Finn. Open Dental manages dental-practice records and appointment schedules.

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The work behind the connection

What you can do with Open Dental.

Open Dental manages dental-practice records and appointment schedules.

Run the dental appointment desk

Finn handles routine scheduling from the first patient request to a confirmed appointment.

Typically handled byDental receptionist or scheduling service

Starts when

A patient requests an appointment or needs to reschedule.

What Finn handles

  1. Match the patient and collect the appointment need under the practice’s scheduling instructions.
  2. Find suitable slots, providers, and operatories using the practice’s allowed appointment types.
  3. Create or update the Open Dental appointment and record the patient’s confirmation.
  4. Send the time, location, and practice-issued preparation instructions through the connected messaging service.

The result

The patient has a recorded appointment and clear visit instructions.

Fill cancellations from the ASAP list

Finn manages the repeated calls and messages used to fill an opening.

Typically handled byScheduling coordinator

Starts when

A suitable appointment slot becomes available.

What Finn handles

  1. Read the opening and the patients on the relevant ASAP or unscheduled list.
  2. Offer the slot according to the practice’s priority and appointment-type rules.
  3. Book the accepting patient and update the associated appointment and communication records.
  4. Notify the patient and stop outreach for the filled slot.

The result

The opening is filled or the outreach result is recorded without competing promises.

Run recall and overdue hygiene outreach

Finn takes the recall worklist through patient contact, scheduling, and recorded follow-up.

Typically handled byRecall coordinator or dental marketing agency

Starts when

A patient reaches a recall date selected by the practice.

What Finn handles

  1. Read the recall, patient contact details, and existing appointments.
  2. Send the practice’s reminder and answer routine scheduling questions.
  3. Book the patient into an appropriate available slot or record their decline or preference.
  4. Update the communication history and follow up only on unresolved outreach.

The result

Each recall has a booked visit or a documented patient response.

Complete new-patient administrative intake

Finn gathers the information and forms needed before a patient’s first visit.

Typically handled byPatient intake coordinator

Starts when

A new patient books an appointment.

What Finn handles

  1. Collect the practice’s required contact, responsible-party, and insurance details.
  2. Update the patient record and send forms through the connected secure intake service.
  3. Follow up on missing documents and attach the completed administrative material.
  4. Confirm arrival instructions and create a task for any unresolved practice requirement.

The result

The new-patient administrative file is complete before the visit.

Follow up on accepted treatment scheduling

Finn handles the scheduling and document follow-up after a clinician establishes the treatment plan.

Typically handled byTreatment coordinator

Starts when

A patient accepts clinician-recommended treatment but has not completed scheduling.

What Finn handles

  1. Read the clinician’s recorded treatment and appointment instructions.
  2. Answer administrative questions using the practice’s terms and recorded estimates.
  3. Arrange the required visits and coordinate the practice’s consent or payment-plan paperwork.
  4. Record the appointments and completed documents and send the patient their next steps.

The result

The clinician’s treatment decision has a completed administrative and scheduling path.

Coordinate insurance verification paperwork

Finn manages the document requests and response tracking around the practice’s verification process.

Typically handled byInsurance coordinator

Starts when

An upcoming visit needs current insurance information.

What Finn handles

  1. Read the patient’s recorded plan and verification status.
  2. Collect missing subscriber details and send the request through the connected payer or clearinghouse workflow.
  3. Record the returned benefit information and attach supporting documents.
  4. Bring discrepancies to the billing team and communicate its recorded estimate to the patient.

The result

The verification file is current and estimate questions reach the responsible billing owner.

Resolve patient billing questions

Finn carries account questions through an explanation and the resulting payment or correction.

Typically handled byPatient billing team

Starts when

A patient asks about a statement, payment, or insurance balance.

What Finn handles

  1. Read the account, claim, payment, and statement information relevant to the question.
  2. Explain the recorded charges and payer responses in plain language.
  3. Send the practice’s payment link or collect evidence for a billing correction.
  4. Track the billing team’s decision and confirm the resulting account balance.

The result

The patient receives a clear resolution tied to the account record.

Run claim document and status follow-up

Finn completes the recurring administrative work around dental claim responses.

Typically handled byDental billing agency

Starts when

A claim needs missing information or follow-up with the payer.

What Finn handles

  1. Read the claim status, tracking history, and requested documents.
  2. Collect the existing clinical documentation from the practice without altering the clinician’s findings.
  3. Send the material through the connected clearinghouse or payer workflow and record the submission.
  4. Track the response and update the billing worklist until payment or an owned denial-resolution action is recorded.

The result

The claim’s administrative follow-up is documented through the payer’s response.

Coordinate lab cases and related appointments

Finn manages the reminders and scheduling dependencies around dental laboratory work.

Typically handled byLab or treatment coordinator

Starts when

A lab case is opened or an appointment depends on its return.

What Finn handles

  1. Read the lab case, laboratory, due date, and related appointment.
  2. Contact the laboratory through the connected messaging service and collect progress or missing requirements.
  3. Arrange scheduling changes with the practice when the lab confirms a delay.
  4. Record the returned case status and send the patient the final appointment instructions.

The result

The lab case and patient schedule reflect the laboratory’s recorded delivery status.

Complete referral administration

Finn coordinates the paperwork and follow-up between the dental practice, patient, and referred provider.

Typically handled byReferral coordinator

Starts when

A clinician records a referral.

What Finn handles

  1. Read the referral and the clinician-selected destination and instructions.
  2. Collect the required records and send them through the practice’s connected secure communication service.
  3. Follow up on the receiving office’s appointment and the patient’s scheduling response.
  4. Record the referral status and attach the returned administrative documents.

The result

The referral has a documented receiving-office and patient scheduling outcome.

Connection setup

Set up the connection around your work.

Contact Finn to discuss the records your workflow needs and the actions you want it to perform.

Your team chooses what Finn can access, what agents can change, and when a person must approve the work. The connection needs the appropriate account access and permissions from Open Dental.

The dental practice must enable the integration. Remote access also requires the practice’s Open Dental eConnector.

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Put your Open Dental integration to work.

Tell us which records, actions, and teams the connection needs to support.

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