> ## Documentation Index
> Fetch the complete documentation index at: https://docs.intavia.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Dentally setup

> Connect Intavia to Dentally with the required API scopes.

# Dentally Integration Setup

## Required Scopes

Your Dentally Personal Access Token needs these **9 scopes**:

| Scope                | Purpose                                   |
| -------------------- | ----------------------------------------- |
| `user:read`          | View practitioners (dentists, hygienists) |
| `appointment:read`   | View appointments and availability        |
| `appointment:create` | Book new appointments                     |
| `appointment:update` | Reschedule and cancel appointments        |
| `patient:read`       | Search and view patients                  |
| `patient:create`     | Create new patient records                |
| `patient:update`     | Update patient information                |
| `practice:read`      | View sites/locations                      |
| `treatments`         | View treatment plans                      |

***

## Setup Steps

### 1. Enable API Access

1. Log in to [Dentally](https://app.dentally.co)
2. Go to **Settings** (gear icon) → scroll to **Developer Settings**
3. If API access is disabled, click **Enable API Access**

### 2. Create a Personal Access Token

1. Go directly to [Developer Settings → Tokens](https://app.dentally.co/settings/developer/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*