Automate dental scheduling and patient communications with Cal.com workflows

Define workflow logic for new patient exams, hygiene recalls, orthodontic adjustments, emergencies, and post-op checks. Choose timing based triggers, for example, send a confirmation instantly, a reminder 48 hours before, and a last check 2 hours before. Personalize content by visit type, practitioner, or payer. For orthodontic care, include links to your orthodontic case presentation, photos, and financing details. For restorative care, attach your dental treatment plan template and pre-procedure guidance. Set recall windows and cadence so your dental recall system runs on schedule and routes to the right hygienist and location.

Create time based triggers to send recall reminders at set intervals. Include smart links for self booking and route to the right hygienist or location. Track results with workflow logs.

Use pre visit workflows to request insurance details and ID card photos, then notify your team or post to your system via webhooks. Confirmation is sent back to patients automatically.

Send templated emails with links to your orthodontic case presentation and a dental treatment plan template. Follow with reminders, questions, and a link to your e signature tool using conditional logic.

Cal.com supports self hosting, encryption, SSO, and role based access so you can keep sensitive data under your control. Review requirements with your compliance team and see https://cal.com/docs.

Yes. Use the API and webhooks to push and pull data or trigger tasks in your system. Explore examples at https://cal.com/docs and apps at https://cal.com/apps.

Set routing rules and round robin pools by location, specialty, or hours. Workflows notify on call staff, fill cancellations, and keep provider calendars in sync across sites.