Recall

AI Phone Recall Reminders for Open Dental

Turn due and overdue Open Dental recall records into conversational phone outreach that cananswer questions, find suitable availability, and book the next visit.

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VERIFIED BY
Open Dental
Zero disruption to current workflows
Real-time Sync
Actively Maintained
Custom Workflows
HIPPA Compliant
PIPEDA
SOC 2 TYPE 2
Quick Workflow Walkthrough

How This Workflow Runs, Step by Step

Kickcall can use approved Open Dental recall data to identify due records, place AI phone calls, help book the appropriate appointment, and record the outcome. The workflow is configured around your recall types, schedules, permissions, and escalation rules.

Step 01

Read the approved recall queue

Kickcall checks records that meet your due-date, recall-type, location, provider, and outreach criteria.
Step 02

Start a natural phone conversation

The AI explains the reason for the recall, handles approved questions, and confirms whether the person wants to book.
Step 03

Match the right appointment

Available times are filtered using your configured appointment type, provider, operatory, and scheduling rules.
Step 04

Close the loop in Open Dental

The booking and configured communication outcome are written back, while exceptions become staff tasks.
More recall work reaches a clear outcome without adding another manual call list for staff.

It works the same way your team works

Every workflow follows the same judgment a good front-desk team member uses — before it calls, during the call, and after the call ends.

Respects Do Not Disturb

Before any outbound call, it checks whether the contact is marked DND and skips them automatically.
Clock

Calls at the right hours

It understands the best time to reach someone and never places calls at odd hours.

Writes back to your system

After every conversation, the outcome is written back to your practice software so records stay current.

Creates tasks for your team

When a call needs a human — a clinical question, an upset patient — it creates a task so nothing slips through.

Focused on the goal, not the task

Every attempt is logged — including in your practice software's communication log — so the full story is in one place.

Persistent, but polite

It makes multiple attempts to reach the goal andunderstands "call me later," "tomorrow," or "I'm busy right now" — then follows up at the right time.
Security and privacy come first. Every call runs within your configured rules and consent settings — and is built to never frustrate your patients.
Integration Library

750+ Business Integrations That Plug Into the Workflow

The same workflow template plugs into 750+ business apps — calendars, CRMs, payments, spreadsheets, messaging, and e signature tools — so outcomes flow into the systems your team already runs. Which apps are available depends on API access and workflow review.
RingCentral
3cx
SkySwitch
NetSapiens
Vonage
VoIP.ms
Asterisk
NUACOM
Telnyx
Dialpad
Vonage
Asterisk
RingCentral
Net
Controls and Boundaries

Automation Your Team Can Supervise

Your team defines who enters the workflow, when outreach happens, what the AI may do, and which situations need a person.
01
Every workflow run is logged in detail, with each call, result, and exception reviewable
05
The number of tries per person is tracked, so retries stay within your configured limits
02
A running activity sheet is maintained with every contact, attempt count, and outcome for staff review
06
Only records matching approved campaign rules enter outreach
03
Clinical questions and unusual exceptions route to staff
07
Calling windows, retries, consent, and opt-out rules are configured before launch
04
Available API reads and write-backs are confirmed with your system setup
Want to learn more about AI Admin?
AI Admin reads your practice system, decides the next action, and runs approved workflows end to end — with your team supervising every step.
Explore AI Admin
Connected Workflow Library

Other Workflows Available

Connect this use case with other approved workflows while keeping Open Dental as the source of truth.
Want to learn more about AI Admin?
AI Admin reads your practice system, decides the next action, and runs approved workflows end to end — with your team supervising every step.
Explore AI Admin

Frequently Asked Questions

Does Open Dental have a waitlist?

How does AI prevent two people from taking the same opening?

Can the matching rules consider providers and operators?

Can we use another list instead of the ASAP list?

Map this workflow to your Open Dental setup

We’ll review the trigger, access, scheduling rules, write-backs, compliance needs, and human checkpoints before launch.

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24/7 Call Handling

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Secure & Scalable

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White-Label Ready

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Analytics Dashboard

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Real-Time Slack Support

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VoIP-First Architecture

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Customer Support

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Workflow Automation

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Data Security

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Intelligent Scheduling

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Advanced Reporting

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Lead Scoring

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Customer Support

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Workflow Automation

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Data Security

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Intelligent Scheduling

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Advanced Reporting

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Lead Scoring