What Caretelly reads
- Openings in the schedule, so the assistant only offers times that are really free.
- Patient records, so an existing patient can be found and verified by name and date of birth.
What Caretelly writes
- New appointments, in the opening the caller chose.
- New patient records, when the caller is new to the office.
The assistant books only the kinds of visits and times the office allows in its call sheet.
How the install works
Install the Synchronizer
The office installs the NexHealth Synchronizer on the server where Eaglesoft (or Dentrix, or Open Dental) keeps its data.
Connect the office
NexHealth syncs the schedule and patient list. Caretelly reads and writes through NexHealth, not by touching the server directly.
Point the calls
Calls reach Caretelly and the bookings land in the schedule your team already works from.
When a write cannot be confirmed
Writes travel from Caretelly to NexHealth to the Synchronizer on your server, so they are confirmed asynchronously, which can finish after the call ends. If a booking or a new patient record is not confirmed, it appears on the front desk's needs-you list in the console with the caller's details, so a person can finish it: the front desk is told the same day.
Dentrix, Open Dental and others
The same NexHealth path serves Dentrix, Open Dental and the other practice management systems NexHealth supports. If your office runs something else, write to hello@caretelly.com and we will check.