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Dentally Integration Setup

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Required Scopes

Your Dentally Personal Access Token needs these 9 scopes:
ScopePurpose
user:readView practitioners (dentists, hygienists)
appointment:readView appointments and availability
appointment:createBook new appointments
appointment:updateReschedule and cancel appointments
patient:readSearch and view patients
patient:createCreate new patient records
patient:updateUpdate patient information
practice:readView sites/locations
treatmentsView treatment plans

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Setup Steps

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1. Enable API Access

  1. Log in to Dentally
  2. Go to Settings (gear icon) → scroll to Developer Settings
  3. If API access is disabled, click Enable API Access

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2. Create a Personal Access Token

  1. Go directly to Developer Settings → Tokens
  2. Click Generate new token
  3. Select the 9 scopes listed above:
    • Under User: check user:read
    • Under Appointment: check appointment:read, appointment:create, appointment:update
    • Under Patient: check patient:read, patient:create, patient:update
    • Under Practice: check practice:read
    • Under Other: check treatments
  4. Click Save
  5. When prompted:
    • Purpose: Intavia AI Phone Agent
    • Who will be using this token: Intavia
  6. Click Continue
  7. Copy the token immediately — you won’t be able to see it again
Last Updated: February 2025