CHARLY integrationBook patients straight into CHARLY, from every call
charly by solutio, made in Holzgerlingen, is dental practice software, used from single-chair surgeries to practices with several practitioners and rooms. In those practices the appointment book is tightly planned. Every practitioner has a column, appointment types and rooms are fixed, and a phone booking has to fit that grid exactly. The aim is for elunos.ai to use charly's appointment interface to book only times that suit the practitioner, the appointment type and the working hours, and to recognise existing patients by name and date of birth. That requires solutio's release.
CHARLYBooked · Tue 14:30Practice software
Category
Two-way
Sync
CHARLY
Works with
Typical calls
The calls that come with CHARLY
“I've just moved here and need a dentist for a check-up.”
elunos.ai takes name, date of birth and phone number, finds no match in charly and books a free check-up.
In CHARLY: A new patient with name, date of birth and contact, plus the appointment in the book.
“A piece of my back tooth has broken off.”
elunos.ai looks for a free time today with a practitioner who takes emergency patients. If there is none, the call becomes an urgent callback for the team.
In CHARLY: An appointment with the emergency appointment type if a slot is free; otherwise no change.
“I need to cancel my appointment next week.”
elunos.ai records name, date of birth and the appointment and promises a call from the practice to find a new one.
In CHARLY: Nothing automatic. The cancellation reaches your team as a note, and they remove it in charly.
Artificial
Intelligence
Act
How it works
What happens on every call
A patient calls
They ring your normal number, day, night or weekend. elunos.ai picks up.
Caller
This is Mrs Müller, I'd like to book a cleaning.
elunos.ai
Connecting to CHARLY ...
elunos.ai checks CHARLY
elunos.ai asks for first name and date of birth, finds her in charly and offers free hygiene slots in the right column.
CHARLYMonday, 26 June
Wednesday, 28 June
It's booked
With access granted, a hygiene appointment in the charly appointment book linked to her record; otherwise a booking request as a note for the team.
CHARLYBooked, today 2:30 pm with Dr. Klein
Written to CHARLY
Setup
Connect in 4 steps
Partner status and licence
First the solutio partner requirement is settled. Then solutio's free interface licence goes onto the server, and you create a rights group with no access rights and a dedicated charly user for it.
Sort out consent
charly adds an extra patient page recording consent for each partner. Patients who objected are ignored by the interface.
Choose bookable appointment types
Decide which appointment types elunos.ai should hand out, such as check-ups, hygiene visits or emergency slots, and which only become a callback for the team.
Test call, then divert
Call in yourself, check column, appointment type and patient match in the appointment book, then switch on call diversion, full time or at set hours.
Under the hood
Exactly what moves between elunos.ai and CHARLY
Connection
Requirements and limits
How it connects
- Through a vendor interface (API): charly's appointment interface, which solutio calls the "OTV-Schnittstelle". solutio secures it with a public/private key procedure so that only the respective partner can use it. According to the charly help, the provider has to be a solutio partner.
- According to the charly help, the provider of the connection has to be a solutio partner. This prerequisite is settled during setup.
- A free licence from solutio for the interface, installed on the charly server.
- A dedicated charly user for the interface, in a rights group with no access rights. charly uses it to log which appointments and patients were created.
- Practitioners with their own column in the appointment book, plus maintained working hours, shifts and absences.
Not part of the connection
- Findings, X-rays and treatment planning
- Billing and treatment cost plans
- Patients who objected to their data being shared
Good to know
- Access to the interface is granted by the vendor; its scope and requirements are only settled once access is granted.
- The charly help does not describe rescheduling or cancelling through the appointment interface. elunos.ai records both as notes and leaves the appointment book unchanged.
- Patients stored in charly without a date of birth cannot be found by the interface and are created again, which can leave duplicates for your team to merge.
- elunos.ai does not read recall lists, and it is an independent product, not part of solutio.
Security
Built for patient data
elunos.ai only ever touches the fields it needs to book a call: nothing clinical, nothing financial. Data is processed under a data-processing agreement (AVV) and hosted in Germany.
What elunos.ai can access in CHARLY
- Booked times and working hoursCHARLY → elunos.ai
- Appointment types and roomsCHARLY → elunos.ai
- Patient master dataTwo-way
- New appointmentselunos.ai → CHARLY
Through a vendor interface (API): charly's appointment interface, which solutio calls the "OTV-Schnittstelle". solutio secures it with a public/private key procedure so that only the respective partner can use it. According to the charly help, the provider has to be a solutio partner.
Built on a compliant foundation
Artificial
Intelligence
Act
Your whole stack
Also works with the rest of your stack
medatixxPractice software
evidentPractice software
T2medPractice softwareTTHEORGPractice software
VeteraPractice softwareeasyVETPractice software
AnimanaPractice software
Starke PraxisPractice software
PraxWinPractice softwareDoctolibOnline bookingTwilioTelephonyn8nAutomationSAPERPHubSpotCRMSalesforceCRMSlackTeamFAQ
Frequently asked questions
According to the charly help, solutio's free interface licence on the server and a dedicated charly user in a rights group without access rights. solutio also requires the provider to be a solutio partner. That prerequisite is settled during setup.
Yes, provided solutio grants access: by first name, last name and date of birth. If that matches more than one record, the interface also compares contact details, according to the charly help. A new patient is only created when there is no clear match.
According to solutio the interface returns first name, last name, date of birth and contact details, and only for patients who have not objected to sharing. Findings, X-rays and billing are not included.
Yes, once access is granted. According to the charly help the interface passes on working hours, shifts and planned absences, so elunos.ai only offers times when the practitioner is actually in.
No. The charly help documents no recall list access through the appointment interface. When a patient calls about a recall reminder, elunos.ai offers a free slot of the matching appointment type.
Plans start with Starter at €99 a month on a one-year term, including 1,000 voice minutes that count on the phone, in the web widget and on WhatsApp. Every plan includes one channel of your choice. There is no free plan, but a 30-day money-back guarantee: you start in live operation right away and get the full amount back if it does not fit. For high volumes there is a custom Enterprise plan. Full details are on the pricing page.
Further reading
- What is an AI phone agent?How the technology works, what it does and where it stops
- What are AI agents?The category above the product, explained in four steps
- What is a voicebot?The umbrella term, and where a phone agent sits inside it
- Phone answering servicesThe category we replace, with its pricing models and trades
- AI phone agents comparedThe providers in the German-speaking market, side by side
- PricingThree plans, per-minute rates and a 30-day money-back guarantee
- About usWho builds elunos.ai, and why it is hosted in Frankfurt
Get started
Start booking into CHARLY today
elunos.ai answers your calls and works directly in CHARLY.