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Note: The Engagement Module must be included in your Dental Intelligence subscription in order to utilize the DI Voice integration.
When your practice uses DI Voice, the native phone system from Dental Intelligence, patient calls, call summaries, and voicemails live right alongside your patient records in the Dental Intelligence portal. Your team can call a patient with one click, see an automatic summary of every call on the Patient Card, and get voicemail alerts in the Personal Assistant inbox, all without leaving Dental Intelligence.
What's included in this integration:
✓ Click-to-call from the Patient Card
✓ Automatic call summaries on the Patient Card, written back to your PMS
✓ Voicemail and missed call notifications in the Personal Assistant inbox
✓ A complete, unified communication history for every patient
How to Use DI Voice in the Dental Intelligence Portal
Map your team to start making calls
Each Dental Intelligence user that needs to place or answer calls should be mapped to a DI Voice extension. Set this up in Settings > Users. Open the user profile and click on the Integrations tab, then select the appropriate extension from the DI Voice user mapping dropdown.
Need help with this setup? Contact DI Voice support.
Call patients from the Patient Card
Reach a patient about an appointment, treatment plan, or follow-up without dialing by hand. The patient's record stays on screen the whole time, so you have their context during the conversation.
How it works
In Dental Intelligence, open the patient card by clicking on a patient's name
Click on the phone icon next to the patient's phone number
Choose the extension to initiate the call from
DI Voice places the call. The Patient Card stays open so you can reference stats and notes while you talk
Why it matters
No switching screens to place a call
Patient context stays front and center
Outreach on busy days takes one click instead of several steps
See every call on the Patient Card
Every answered call, missed call, and voicemail is documented automatically in the Calls section of the Patient Card. When a call ends, DI Voice creates an AI-generated summary so your team can see what was discussed and what follow-up may be needed.
What gets captured automatically
A short AI-generated summary of the conversation
Call duration and timestamp
Coming soon: Call Sentiment Analysis. Each call on the Patient Card will show a sentiment rating, so you can tell at a glance how a conversation went. You'll see a Patient sentiment column in the Calls list, and when you open a call's summary you'll see both Patient sentiment and Practice sentiment.
Why it matters: spot unhappy patients quickly so you can follow up before a concern grows, see how your team comes across on the phone, and use real calls as coaching moments.
Why it matters
No need for manual call notes
A permanent and searchable record for compliance and continuity of care
One shared view of every patient interaction for your whole team
Call summaries also write back to your practice management system (PMS), so your records stay complete wherever your team looks
Get voicemail alerts in the Personal Assistant inbox
Voicemails and missed calls appear in the Personal Assistant inbox, the same place your front desk already handles texts, emails, and patient forms. Click any Voice notification to read the transcript before you call back.
Why it matters
Your front desk stays in one system instead of toggling between Dental Intelligence and another VoIP portal
No voicemail falls through the cracks
Voicemail transcripts give your team the full picture before they call back
Feature Availability
The functionality outlined in this article is available to Dental Intelligence practices that also use DI Voice. Setup connects the phone system to your Dental Intelligence portal, with no manual configuration required on a per-patient basis.
Requirements to utilize this integration:
✓ An active Dental Intelligence account with the Engagement Module
✓ An active DI Voice subscription
✓ Integration enabled by DI Voice Support