Workflow Overview
Review the launch sequence, the technical flow, and transcript walkthroughs so you can see how calls are handled before anything touches your phone line.
Launch path
The onboarding is practice-specific, not a generic wizard. You review connector fit, booking rules, backup routing, and sample scripts before anything touches the patient phone line.
What “go-live” actually means
Real patient calls routed through the system.
Supported scheduling workflows stay inside the launch path your team set up.
Go-live only starts after scripts, routing, and connector fit are checked.
Day zero
If your scheduling system is live today, we confirm what it can already handle. If access is still being set up, we walk you through the honest timeline before you make a phone change.
Open Dental and Eaglesoft are live today.
Supported systems confirm availability and follow the launch path your team sets up.
Scheduling system readiness and setup path are confirmed during onboarding.
Same session
Choose which visit types, providers, time windows, urgent handoffs, and backup path Velyn is allowed to use before live calls start.
Pick the visit types Velyn can offer, like cleanings, recalls, and new-patient visits.
Choose which providers and time windows it is allowed to use.
Set which words or same-day requests must leave the script and go to staff.
Go-live
Velyn starts handling real patient calls only after the office confirms the rules, backup path, and sample workflow. Your team can then see what got booked, what still needs a person, and where urgent calls landed.
Calls answered in under 2 seconds — no hold music, no phone tree.
Review handled calls, summaries, and escalation logs in one place.
Adjust scripts and routing anytime without a support ticket.
A call comes in, follows the path your team set up, and ends with either a booking or a handoff.
Your forwarded practice number or dedicated line sends the caller into the flow you set up.
The caller hears a calm front-desk style greeting in about 2 seconds.
Velyn Dental checks whether the call fits booking, insurance, urgent routing, or follow-up.
That can mean booking, collecting details for staff, sending the call to your team, or setting up a follow-up.
Your team gets the summary, transcript, and outcome without replaying the whole call.
Configured response target: about 2 seconds
From incoming patient call to the first answer once live routing is configured.
We answer fit questions within 1 business day. Before launch, we call the backup number your office chose and confirm where a caller lands if that line rings out.
Choose a scenario to review the greeting, routing, and outcome.
See the calls your team would care about most
Read the conversation without replaying it
See appointments land as they are scheduled
Track what was booked, transferred, or left for follow-up
Accessible Walkthrough
Every demo scenario is available as a transcript-style walkthrough, so your team can review the call flow before playing the animation.
Showing: New patient booking
Step 1 · AI Receptionist
Thanks for calling Bright Smile Dental. How can I help today?
Step 2 · Caller
Hi, I am a new patient and I would like to schedule a cleaning next week. I have Delta Dental PPO.
Step 3 · AI Receptionist
Absolutely. Let me look for a hygiene opening for you.
Step 4 · AI Receptionist
I have Tuesday at 10:00 AM with Lisa Park, our hygienist. Does that work for you?
Step 5 · Caller
Yes, that works perfectly!
Step 6 · AI Receptionist
Great. You are booked for Tuesday at 10:00 AM with Lisa Park. I will text your confirmation and intake forms now.
Outcome
Appointment booked
30-minute personalized walkthrough • See how your busiest call types would be handled
Then read the trust center and decide whether the routing fits your office.
Your phone carrier bills minutes, texts, and telecom fees separately from Velyn Dental. Many practices land around $10-$50 per month, but that is an example range rather than a guaranteed cap.