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How it works

From patient call to confirmed next step.

The call path, the technical flow, and transcript walkthroughs — so you can see how calls are handled before anything touches your phone line.

Live demo line · +1 (857) 957-9141

Call path

Three steps from setup to live calls

The onboarding is practice-specific, not a generic wizard. You review scheduler status, booking rules, backup routing, and sample scripts before anything touches the patient phone line.

What live calls actually mean

Real patient calls routed through the system.

Supported scheduling stays inside the call path your team set up.

Live calls start only after scripts, routing, and scheduler status are checked.

01

Day zero

Connect your practice management system

If direct scheduler booking can work now, 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.

Direct scheduler booking: none yet.

Open Dental, Eaglesoft, and Dentrix are waiting on vendor access.

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

Scheduler status and setup path are confirmed during onboarding.

02

Same session

Set the rules for what Velyn can book

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.

03

Live calls

Turn on live calls once the office signs off

Velyn starts handling real patient calls only after the office confirms the rules, backup path, and sample call flow. 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.

How the workflow moves from call to next step

A call comes in, follows the path your team set up, and ends with either a booking or a handoff.

1

Call reaches Velyn Dental

Your forwarded practice number or dedicated line sends the caller into the flow you set up.

Carrier and voice infrastructure receive the call and start the routing flow your team set up
2

Conversation starts right away

The caller hears a calm front-desk style greeting in about 2 seconds.

The voice stack starts the live conversation and loads your practice-specific script
3

Reason for the call is identified

Velyn Dental checks whether the call fits booking, insurance, urgent routing, or follow-up.

The next step comes from what the caller says and the office rules your team approved.
4

Next step is carried out

That can mean booking, collecting details for staff, sending the call to your team, or setting up a follow-up.

Availability checks, escalation logic, and messaging rules decide the next action
5

Your team gets the record

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

Notifications send the call summary, disposition, and patient context by email or SMS

Configured response target: about 2 seconds

From incoming patient call to the first answer once live routing is configured.

We answer setup questions within 1 business day. Before live calls move, we call the backup number your office chose and confirm where a caller lands if that line rings out.

Review call examples

Choose a scenario to review the greeting, routing, and outcome.

Live call view

See the calls your team would care about most

Call transcripts

Read the conversation without replaying it

Booking outcomes

See appointments land as they are scheduled

Outcome reporting

Track what was booked, transferred, or left for follow-up

Text version

Prefer to skim first? Read the scenario as text.

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

  1. Step 1 · AI Receptionist

    Thanks for calling Bright Smile Dental. How can I help today?

  2. Step 2 · Caller

    Hi, I am a new patient and I would like to schedule a cleaning next week. I have Delta Dental PPO.

  3. Step 3 · AI Receptionist

    Absolutely. Let me look for a hygiene opening for you.

  4. Step 4 · AI Receptionist

    I have Tuesday at 10:00 AM with Lisa Park, our hygienist. Does that work for you?

  5. Step 5 · Caller

    Yes, that works perfectly!

  6. 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

Book setup walkthrough

30-minute personalized walkthrough • See how your busiest call types would be handled

Call live demo first

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

Setup answer within 1 business day
BAA available before live calls
Telephony included in every plan

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.