Using the Dentally Integration with DenGro
The Dentally integration with DenGro enables seamless, two-way syncing of patient and appointment information across both platforms in real time. This powerful connection ensures you can manage your leads and appointments without switching between systems or manually duplicating data—saving time and minimizing the risk of errors.
With this integration in place, you benefit from a streamlined workflow, faster task completion, and accurate information across platforms. Whether you’re creating or updating a patient record, or managing appointments, everything stays in sync.
🔁 What the Dentally Integration Allows You to Do
Here’s how the integration enhances your day-to-day use of DenGro and Dentally:
✅ Create and Sync Records
Create a Dentally patient record directly from DenGro using your lead data.
Sync an existing Dentally record with an existing lead in DenGro to avoid duplicates and consolidate data.
📅 Manage Appointments Seamlessly
Find and book appointments in Dentally—directly from within DenGro.
Sync Dentally appointments back to a lead in DenGro so your lead timelines and follow-ups are always accurate.
💳 View Financial Information
See Dentally payment stats on the lead profile in DenGro, including:
Total Invoiced
Total Paid
🌟 New for 2025
We've introduced some powerful enhancements to the Dentally integration this year:
🖥️ Online Booking Triggers in DenGro
When a patient books online via Dentally, DenGro now automatically creates a task in your Today page.
This task allows you to either create a new lead or sync the appointment with an existing one.
📄 Detailed Invoice Visibility
You can now view individual invoices, including line items and payment breakdowns, directly from the lead profile.
🎥 Watch: How to Use the Dentally Integration
This video walks you through how to use the two-way integration between DenGro and Dentally effectively.
The ‘Booked By’ name that appears in Dentally for appointments will default to the person who initially enabled the integration within DenGro.