Voice agents that read your Dentrix database in real time.
WFW connects directly to Dentrix via the Dentrix API. Your agents answer calls with actual patient data — not scripted guesses.
Appointment reminders confirm real times. Recall outreach uses actual treatment history. Every action the agent takes writes back to Dentrix automatically.
Live Data Flow — Reminder Call
HIPAA Business Associate Agreement included
PHI never stored in WFW. All patient data handled exclusively via the secure Dentrix API.
Capabilities
What this integration enables.
Three concrete capabilities unlocked by connecting WFW to Dentrix. Each one moves real data between systems — no static scripts.
Live Data
Appointment Reminders with Live Data
The agent queries Dentrix for the patient's actual appointment time, provider name, and location — then calls with that exact information. No templates with [DATE] placeholders.
Live Data
Recall Outreach from Treatment History
WFW reads the patient's last hygiene date and recall-due status from Dentrix. Calls are triggered automatically when a patient crosses the recall threshold you configure.
Live Data
Insurance Verification Status Queries
When a patient calls asking whether their insurance cleared, the agent checks Dentrix benefit coverage data in real time and answers with the actual status — not a canned 'please hold'.
Data Flow
How it works.
A technically accurate walkthrough of what moves between WFW and Dentrix on every call.
Patient ID resolved on inbound call
Caller ID or spoken name is matched to a Dentrix patient record via GET /patients. The agent now has appointment history, insurance, and recall status in context.
Agent answers with real data
Appointment time, provider, and balance are pulled from the live Dentrix record — not a static knowledge base. The agent speaks actual facts about that patient's care.
Actions write back to Dentrix
Appointment confirmed? Status updates in Dentrix. Recall accepted? New appointment created via POST /appointments. No manual data entry for front-desk staff.
Extraction data delivered to your review queue
GET /v2/calls/{id}/extractions returns confirmed appointment data, patient intent, and any PHI-adjacent fields — ready for your team to review or export.
Use Cases
Before and after.
Real workflows transformed by the Dentrix + WFW integration.
Before
Staff spending 45 minutes each morning calling the next day's schedule — most calls going to voicemail.
After
WFW calls every patient 48 hours out. 85% answer rate. Cancellations surface early enough to fill the slot.
Before
Hygiene recall list printed monthly, assigned to a staff member who works through it between other tasks.
After
WFW monitors recall-due dates in Dentrix and calls automatically. Patients book directly. List works itself.
Before
Review request texts sent manually after appointments — inconsistent follow-through.
After
WFW calls 24 hours post-treatment to check on the patient, then directs satisfied patients to leave a review.
Technical Details
Integration specifications.
Connection method, auth, data fields, and latency — everything your IT team needs to evaluate this integration.
| Connection method | Dentrix API — REST over HTTPS |
| Auth method | Dentrix API key + practice ID, stored encrypted in WFW vault |
| Data pulled from Dentrix | Patient name, DOB, appointment date/time, provider, recall-due date, insurance status |
| Data written to Dentrix | Appointment status updates, new appointment records, recall completion flags |
| Avg API round-trip | 120–200ms — fast enough for real-time voice conversation |
| PHI handling | Never stored in WFW. Held in memory for call duration only. HIPAA BAA required. |
API Endpoints
The WFW endpoints this integration enables.
These /v2/ endpoints become available once Dentrix is connected. Your systems can trigger reminder calls, pull confirmed appointment data, and monitor agent health — all via the WFW REST API.
Full API Reference →Available Endpoints
/v2/agents/{id}Check agent health and Dentrix connection status
/v2/calls/initiateTrigger an outbound reminder or recall call
/v2/calls/{id}/extractionsRetrieve confirmed appointment data extracted from the call
Setup
Connect Dentrix in three steps.
No middleware, no custom development. Your admin enters credentials once and the integration is live.
Add Dentrix credentials
Enter your Dentrix API key and practice ID in the WFW admin under Integrations → Dentrix. Credentials are encrypted and stored in the WFW vault.
Sign the HIPAA BAA
WFW generates a Business Associate Agreement covering this integration. E-sign in the admin portal. Takes 2 minutes.
Enable on your agent
In your agent's settings, toggle Dentrix to active. All calls for that agent will now resolve patient data from Dentrix in real time.
Get Started
Connect Dentrix to your voice agents.
Your agents will answer with real patient data from the moment the integration is active. HIPAA BAA included. No middleware to maintain.
Connect DentrixQuestions? Talk to our team →