Connect Open DentaltoAgencyBloc
Build HIPAA-compliant automations that sync data across your Open Dental and AgencyBloc with AI.


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Discover popular templates with Open Dental and AgencyBloc integration
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Build yourOpen DentalandAgencyBlocautomation with AI
Describe what you want to automate in plain English
Explore available triggers and actions

Open Dental
Treatment plans created
Triggers when new treatment plans are created
trigger
Generic trigger
Trigger for opendental events
trigger
Task created
Triggers when a new task is created
trigger
Procedure logs created
Trigger when a new procedure log is created
trigger
Get tasks
Gets a list of all tasks
action
Get ASAP appointments
Retrieves the ASAP list of appointments
action
Update appointment
Updates an appointment
action
Get procedure logs
Retrieves a list of procedure logs
action
Update procedure log
Updates a procedure log
action
Get providers
Retrieves a list of all providers
action
Update patient
Updates a single patient
action
Get appointment
Retrieves a single patient
action
Get task lists
Gets a list of all the task lists
action
Get appointment types
Retrieves a list of appointment types
action
Update insurance subscription
Updates a link between insurance plan to a subscriber (patient)
action
Get insurance plans
Retrieves a list of insurance plans
action
Create appointment note
Appends a new line of text to an existing appointment's note
action
Get clinics
Gets all non-hidden clinics
action
Create planned appointment
Creates a planned appointment for a patient
action
Create patient
Creates a single patient
action
Get insurance subscriptions
Retrieves a list of insurance subscriptions, links of insurance plan to a subscriber (patient)
action
Get treatment plans
Retrieves treatment plans from OpenDental
action
Create insurance subscriptions
Creates a link between insurance plan to a subscriber (patient)
action
Create task
Creates a single task
action
Get patient notes
Retrieves a list of patient notes
action
Get financial aggregates
Retrieves practice financial and production metrics for a specified date range
action
Create procedure log
Creates a new procedure log for a given patient
action
Get patients
Retrieves a list of patients
action
Get users
Gets a list of all users
action
Update patient notes
Updates a patient's notes
action
Create appointment
Creates an appointment for a patient
action
Get appointment slots
Retrieves the available appointment time slots
action
Get appointments
Retrieves a list of appointments
action
Get patient
Retrieves a single patient
action

AgencyBloc
Individual created
Gets triggered when an individual gets created
trigger
Policy created
Gets triggered when a policy gets created
trigger
Create activity
Creates a new activity
action
Get lead
Fetches a lead based on its identifier
action
Get agents
Fetches a list of agents
action
Get activities
Fetches a list of activities
action
Get policies
Gets a list of policies
action
Get individual
Gets an individual by their identifier
action
Update individual
Updates an individual record
action
Get individuals
Fetches a list of individuals
action
Create lead
Creates a new lead
action
Create individual
Creates a new individual
action
Get groups
Fetches a list of groups
action
Search lead by phone
Searches for a lead based on their phone number
action
Get carriers
Fetches a list of carriers
action
Update lead
Updates a specific lead
action
Get policy
Gets a policy based on its identifier
action
Update policy
Updates a policy based on its identifier
action
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Build your Open Dental and AgencyBloc automation with AI
Open Dental is a comprehensive dental practice management software offering features like scheduling, billing, charting, and patient management to streamline dental office operations.
AgencyBloc is a management platform designed for life and health insurance agencies, providing CRM, agency management, and commission processing solutions to streamline operations.
FAQ
Yes, Keragon is fully HIPAA-compliant. We implement industry-standard security measures including encryption at rest and in transit, access controls, audit logging, and we sign Business Associate Agreements (BAAs) with all healthcare customers.
Most integrations can be set up in minutes using our no-code workflow builder. Complex custom integrations may take a few hours depending on your requirements. Our team is available to help with implementation.
Absolutely. Our workflow builder allows you to customize every aspect of your integrations including triggers, actions, data mappings, conditional logic, and error handling to match your specific needs.
Keragon includes built-in retry logic and error handling. Failed requests are automatically retried with exponential backoff. You'll receive alerts for persistent failures, and all events are logged for debugging.
Join large healthcare enterprises using Keragon that are strict with HIPAA-compliance.


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