Voice requires a subscription. Don't have Voice yet? Connect with our sales team to get a demo!
Note: The Engagement Module must be included in your Dental Intelligence subscription in order to utilize the Voice integration.
When your practice uses 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 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 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 Voice user mapping dropdown.
Need help with this setup? Contact 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
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 call history on the Patient Card
Every answered call, missed call, and voicemail is documented automatically in the Calls section of the Patient Card for each patient. When a call ends, 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 Sentiment Analysis (for both patient and practice) for every answered call
Call duration and timestamp
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
With Call Sentiment Analysis, 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
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
See every call in Communication Logs
Get a practice-wide view of every call in one place, instead of opening Patient Cards one at a time. The Calls tab in Communication Logs lists inbound and outbound calls for all patients, so your team can quickly see who called, who was missed, and who still needs a callback.
How it works
In Dental Intelligence, select Communication Logs from the left menu
Click the Calls tab
Use Search patient to find a specific patient’s calls, or filter by Status, Patient sentiment, or Practice sentiment to narrow the list
Click Summary on any answered call to read its AI-generated summary
What gets captured automatically
The patient’s name, or the caller’s phone number if it doesn’t match a patient record
Call status (answered or missed) and direction (inbound or outbound)
Call length for answered calls
Date and time of the call
The numbers the call came from and went to
An AI-generated summary for every answered call
Call Sentiment Analysis (for both patient and practice) for every answered call
Why it matters
Your front desk can work through missed calls from one list instead of checking patients one by one
Managers can see call activity across the whole practice at a glance
Sentiment filters make it easy to find patients who may need extra attention, so you can follow up before a concern grows
Practice sentiment shows how your team comes across on the phone and highlights calls to use for coaching
Calls from new or unknown numbers still show up, so no potential patient gets overlooked
Every call summary is one click away, without leaving Dental Intelligence
Feature Availability
The functionality outlined in this article is available to Dental Intelligence practices that also use 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 Voice subscription
✓ Integration enabled by Voice Support