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Features

What Velyn handles when the front desk is stretched.

The call types, routing rules, and handoff behavior available in the pilot. Every booking happens inside the visit types, providers, and time windows your office approved — anything else goes to staff.

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Workflow hierarchy

Core call paths Velyn Dental is built around

These are the call paths that shape schedule fill, patient experience, and after-hours coverage for most dental practices.

Automate first

Bookings and reschedules keep the schedule full.

Emergency routing protects patients and after-hours coverage.

Recall, intake, and insurance questions free up the staff line.

Highest-volume workflow

Direct booking is live for Open Dental; other systems start routing-only.

On Open Dental, Velyn can write approved routine bookings directly to your schedule once your rules are set. On other systems, routing-only can still answer, transfer, and leave notes until vendor access lands.

Direct scheduler booking: Open Dental (live)

Eaglesoft and Dentrix are waiting on vendor access

Denticon, Curve Dental, and CareStack are queued for later scheduler work

When booking is enabled, conflict checks prevent double-booking

We tell you the scheduler status before setup turns into work.

High-stakes workflow

Urgent calls stay safe. Your team gets context before picking up.

Severe pain, swelling, and trauma change the conversation immediately. Patients get routed to the right person — not a callback loop.

Recognize emergency language early in the conversation.

Skip routine availability copy and route to the right escalation path.

Attach context before the on-call dentist answers.

Support lanes

Intake and recall work stay visible instead of piling up in the inbox

Intake & Screening

Gets insurance info, chief complaint, and scheduling preferences upfront. Your team sits down with context, not questions. Cuts appointment time by 15+ minutes.

Call Summaries

One-page recap for every call: who called, what they need, next steps. Shared to your team instantly — no voicemail hunting, no missed details.

Desk coverage

Routine front-desk questions stop blocking the phone line

After-Hours & Overflow

Picks up evenings and weekends when your team is off. Handles the surge calls when lunch rush turns into call flood. Revenue doesn't sleep; neither does your front desk.

Insurance & Verification

Answer common plan questions that clog the front desk during busy hours. Your team focuses on patients, not phone tag.

Product

What the product handles

Routine booking, call routing, notes, and live-call checks in one place.

Core call handling

What every practice gets first.

Routine calls answered fast

Patients hear an answer instead of voicemail, hold music, or another menu.

  • Front-desk style greeting
  • Office-specific script
  • Routine call flow

Urgent call handoff

Urgent dental calls follow the routing rules your practice sets before live calls move.

  • Symptom-based transfer cues
  • On-call routing
  • Routine callers stay in the normal path

Booking when scheduler access is confirmed

Velyn writes live bookings only after vendor access is confirmed and your team approves the rules.

  • Waiting on vendor access: Eaglesoft and Dentrix.
  • Denticon, Curve Dental, and CareStack queued for later
  • Appointment type rules
  • Confirmation texts
Reporting & operations

Visibility, after-hours, and setup safeguards.

After-hours routing

Use a different after-hours script, keep routine callers moving, and protect urgent handoffs.

  • Custom hours per day
  • Holiday scheduling
  • Urgent routing path

Notes after handled calls

Your team gets the summary, transcript, and next step without replaying the whole call.

  • Full call transcripts
  • Next-step notes
  • Email or SMS delivery

Insurance details for staff review

Answer common insurance questions and collect details for staff to verify later.

  • Common plan questions
  • Policy details captured
  • Notes for staff review

Call counts and outcomes

See what was answered, booked, transferred, or left for follow-up in one place.

  • Call volume by hour/day
  • Outcome reporting
  • Booking totals

Setup safeguards

Encryption, the BAA, and setup review are confirmed before live calls move.

  • Encryption in transit and at rest
  • BAA required before live calls
  • Setup review

How this looks during the day

These are the call types most offices want to review before they change the line.

General dentistry

After-hours new-patient call

BEFORE

A new patient calls after hours and would usually wait for a callback the next day.

WITH VELYN

Velyn books the visit if it fits the rules your office set and sends the confirmation.

Outcome

The call is handled without waiting for next-day callbacks

What doesn’t fit

If the patient mentions pain or asks for an unsupported visit type, the call routes to the after-hours number you picked at setup.

Lunch rush

Routine cleaning call

BEFORE

The front desk is buried during lunch and routine calls start stacking up.

WITH VELYN

Velyn books the cleaning using the rules your office set.

Outcome

The call stays off the callback list

What doesn’t fit

If the requested time falls outside your hygiene block rules, Velyn offers the next slot that fits instead of guessing.

Front desk handoff

Same-day fit-in request

BEFORE

A caller asks for a same-day slot that falls outside the booking rules your office set.

WITH VELYN

Velyn transfers the call to staff with the request and what was heard already attached.

Outcome

Staff handles the exception instead of finding it later in voicemail

What doesn’t fit

If staff is on another call, the request goes to the inbox path your office picked, not back into the booking flow.

Urgent routing

Clinical call

BEFORE

A caller has an urgent dental problem and should not stay in a routine booking flow.

WITH VELYN

Velyn sends the call to staff right away with the symptom phrase flagged.

Outcome

Urgent calls reach staff fast

What doesn’t fit

After hours, urgent calls follow the emergency path you approved — usually the on-call number, never voicemail.

Unclear caller

Caller still unclear after follow-up

BEFORE

The caller does not fit a clear routine path after one follow-up question.

WITH VELYN

Velyn passes the call to staff with the question, what was heard, and where it left the flow.

Outcome

The office gets the note and the handoff

What doesn’t fit

Velyn never guesses past one follow-up question — the call leaves the flow before the patient gets stuck.

Call live demo first

Then read the trust center and decide whether the routing fits your office.

Setup answer within 1 business day
BAA required before live calls
Telephony included in every plan
Call live demo
Read trust center

Telephony charges — minutes, texts, and telecom fees for Velyn-handled calls — are included in your monthly plan. No separate carrier bill for calls Velyn answers.