# AI Receptionist for CareStack Practices and Groups

> GetHelpdesk.AI answers every CareStack location's calls 24/7 and books, reschedules and cancels in your CareStack schedule during the call. HIPAA, BAA signed.

**Canonical:** https://gethelpdesk.ai/integrations/carestack/
**Last reviewed:** 2026-11-09

## In short

Yes. CareStack works with GetHelpdesk.AI, an AI receptionist that answers every call 24/7 in under a second and books, reschedules or cancels appointments in your CareStack schedule while the caller is on the line. It follows your appointment types, provider hours and block-outs, runs on each location's existing number, and handles urgent calls under your own protocol.

## Specifications

| | |
| --- | --- |
| System | CareStack |
| Vendor | CareStack |
| Deployment | Cloud-based, all-in-one platform, accessed from any device |
| Best for | Enterprise DSOs, emerging groups and specialty offices, with private practices and startups also served |
| Included in plans | All plans, at no additional cost |

## Overview

CareStack is a cloud-based, all-in-one dental practice management platform covering scheduling, clinical charting, revenue cycle and patient engagement. It is built for enterprise DSOs and emerging groups as well as private practices, specialty offices and startups, with multi-location scheduling and centralized operations, and it runs separate versions for the US, the UK and Australia.

## At a glance

- **24/7** -- Every location's line, nights and weekends included
- **Under 1s** -- Answer time, with no hold queue and no phone menu
- **25+** -- Languages, detected automatically on the call

## What the AI can do inside CareStack

| Action | Supported | Notes |
| --- | --- | --- |
| Answer every call 24/7 | Yes | At every location you forward, in under a second, with no hold queue or phone menu. |
| Read live schedule availability | Yes | Offers only times your CareStack schedule shows as open, within provider hours and block-outs. |
| Book a new appointment | Yes | Written into CareStack during the call, so the patient hangs up with a confirmed time. |
| Reschedule or cancel | Yes | Changed in CareStack while the caller is on the line, so the freed slot is open to the next patient. |
| New-patient intake | Yes | Your intake questions, asked the same way at every site. |
| Emergency triage and escalation | Yes | Follows each office's protocol, whether that means on-call forwarding, an urgent text to your team, or your instructions read to the caller. |
| Outbound recall and reminder calls | Yes | Calls patients who are overdue or have an appointment coming up. |
| SMS follow-ups | Yes | A text after the call confirming what was booked. |
| Clinical charting and imaging | No | Out of scope. Charts, perio and images stay with your clinicians in CareStack. |
| Claims and billing | No | Out of scope. Revenue cycle work stays with your team. |

## Why GetHelpdesk.AI for CareStack

### The phones are still per location

CareStack unifies the data across sites. Each office's line still rings at a desk that may be busy, at lunch or closed.

### One standard at every site

Every location's callers get the same greeting, the same intake questions and the same escalation rules, which is the point of running a group centrally.

### Bookings land in CareStack

Appointments are written to the CareStack schedule during the call, against the appointment types, provider hours and block-outs you already keep there.

### Specialty offices included

CareStack serves ortho, perio, endo and oral surgery offices. Intake questions and urgent-call rules are set per office, so a surgical practice is not handled like a hygiene clinic.

### Evenings and weekends covered

Your CareStack schedule is reachable at 9pm. Now someone answers the phone at 9pm too.

### HIPAA compliant, BAA backed

PHI is encrypted in transit and at rest under role-based access, and GetHelpdesk.AI signs a Business Associate Agreement with your organization before the first live call.

## How the integration works

1. **Connect your CareStack schedule** -- We connect GetHelpdesk.AI to the CareStack locations you pick. Many groups start with the busiest site or the one with the most after-hours calls.
2. **Capture each location's rules** -- Appointment types and durations, provider hours, block-outs, your emergency protocol and the questions each office asks a new patient.
3. **Forward the lines** -- Every location keeps its number. Your phone admin forwards overflow, after-hours or all calls to GetHelpdesk.AI.
4. **Review, then roll out** -- Read the transcripts and summaries in the call dashboard, tune the rules, then add the next location.

## Features

- **Real-time CareStack availability** -- The AI quotes the schedule as it stands during the call, so it never offers a time that has already gone.
- **Direct booking, no double entry** -- The appointment is in CareStack before the call ends. Nobody retypes a voicemail the next morning.
- **Consistent across the group** -- The same scripts, intake and escalation rules at every location, with per-office exceptions where you need them.
- **Outbound recall calls** -- Works through overdue and unscheduled patients by phone, the job a busy front desk drops first.
- **Call dashboard for operations** -- A transcript and summary of every call, so regional managers can see what patients are asking for at each site.
- **Website chatbot that books** -- The same booking rules on your website, for patients who would rather type than call.

## Use cases

### Lunch hour across the group

Peak overflow at every site at once

Front desks at every location break at roughly the same time, which is exactly when working patients call.

### The unscheduled treatment list

Recall that actually gets dialed

CareStack's Opportunity Miner surfaces unscheduled procedures, broken appointments and pending treatment. Calling through that list is the work that slips when the desk is busy.

### A surgical office after hours

Urgent calls, handled by protocol

A patient calls at night with swelling after an extraction. The office is closed, and the on-call surgeon needs to hear about it before morning.


## FAQ

### Does CareStack work with an AI receptionist?

Yes. GetHelpdesk.AI answers your calls 24/7 and books, reschedules or cancels appointments directly in your CareStack schedule during the call, following your appointment types, provider hours and block-outs. Each location keeps its existing number.

### Is CareStack cloud-based?

Yes. CareStack describes itself as modern, cloud-based, all-in-one dental practice management software that can be accessed from any device.

### Who is CareStack built for?

CareStack lists enterprise DSOs, emerging groups, private practices, specialty offices and dental startups. Its specialty users include orthodontists, periodontists, endodontists, pediatric dentists, and implant and oral surgeons.

### Can CareStack schedule across multiple locations?

Yes. CareStack's multi-location calendar lets staff search and filter for openings across sites, providers and operatories from one scheduling view, alongside a daily snapshot of each location's production and schedule use.

### Do we have to change our phone numbers or anything in CareStack?

No. Each location keeps its number and forwards calls to GetHelpdesk.AI. CareStack stays your system of record, and booked appointments appear in it like any other.

### Is GetHelpdesk.AI HIPAA compliant?

Yes. GetHelpdesk.AI is HIPAA compliant and signs a Business Associate Agreement with your organization before it handles a live call.


## Other practice management systems

- [Cloud 9](https://gethelpdesk.ai/integrations/cloud9/) -- AI receptionist for Cloud 9
- [Curve Hero](https://gethelpdesk.ai/integrations/curve-hero/) -- AI receptionist for Curve Hero
- [Dental4Web](https://gethelpdesk.ai/integrations/dental4web/) -- AI receptionist for Dental4Web
- [Denticon](https://gethelpdesk.ai/integrations/denticon/) -- AI receptionist for Denticon

## Next steps

- [Book a demo](https://gethelpdesk.ai/#schedule-demo)
- [All integrations](https://gethelpdesk.ai/integrations/)
- [Pricing](https://gethelpdesk.ai/pricing/)