Integrations
An intake tool is only as useful as what it writes back. These pages cover the integrations that are live or in build today, with setup steps, the specific fields involved, and the constraints worth knowing before you plan a rollout. Platforms not listed here are on the roadmap rather than available.
Open Dental Integration
How Clincy connects to Open Dental to write demographics, insurance, and health history into the patient record before the visit. Setup steps and workflows.
ReadTwilio SMS Integration
How Twilio Programmable Messaging carries dental intake conversations, what A2P 10DLC registration requires, and the workflows two-way SMS makes possible.
ReadPatient Reactivation for Open Dental Practices
Explore Open Dental's patient reactivation tools and a Clincy pilot checklist for AI outreach, scheduling handoffs, and recording contact outcomes.
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