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PMS/EHR Integrations Explained

Last updated on Feb 06, 2025

Practice Management System (PMS) and Electronic Health Record (EHR) integrations play a crucial role in streamlining your practice's operations. By connecting our platform to your existing systems, we ensure seamless data synchronization, real-time updates, and efficient workflows, allowing your team to focus on patient care.

What Are PMS/EHR Integrations?

Integrations with PMS/EHR systems enable our platform to communicate with your practice's core software, ensuring all patient, appointment, and financial data stays up-to-date. This eliminates the need for manual data entry, reduces errors, and creates a centralized hub for managing your practice.

Capabilities of Our PMS/EHR Integration

Comprehensive Data Synchronization

Our platform offers robust read and writeback functionalities to ensure data flows efficiently between systems.

Read Functions

  • Patient Information: Access complete demographic and contact details.

  • Appointment Data: Retrieve schedules, appointment histories, and costs.

  • Insurance Information: View coverage details, estimates, and patient portions.

  • Financial Records: Track patient payments, insurance payments, and adjustments.

  • Operational Data: Read provider schedules, appointment types, and operational details.

Writeback Functions

  • Payment Updates: Record payments in near real-time for accurate financial tracking.

  • Appointment Scheduling: Automatically update scheduled appointments in your PMS.

  • Documentation Updates: Sync notes, communication logs, and documents directly into your PMS.

  • Insurance Claims: Update insurance claims and extended claim data when applicable.

Sync Frequencies

To ensure your data remains up-to-date, our integration offers flexible synchronization options:

  • Daily Minimum Sync: Data is refreshed at least once daily.

  • Hourly Sync Option: For practices requiring more frequent updates, data can sync every hour.

  • Real-Time Payment Updates: Payments are written back to the PMS in near real-time, ensuring financial records are accurate as transactions occur.

Supported Systems

We integrate seamlessly with leading PMS/EHR platforms, including:

  • Opendental

  • Dentrix and Dentrix Ascend

  • Eaglesoft

  • Curve

  • Oryx

  • WinOMS

  • Sensi Cloud

  • Fuse

  • DSN

  • Dentimax

  • Denticon

  • Cloud9

If your system isn’t listed, contact us to explore additional integration options.

Benefits of PMS/EHR Integration

  1. Streamlined Workflows: Save time with automated data updates and eliminate manual entry.

  2. Enhanced Accuracy: Minimize errors with real-time data synchronization.

  3. Improved Financial Management: Real-time payment writebacks ensure accurate reconciliation.

  4. Customizable Settings: Tailor sync frequencies and integration settings to your practice's needs.

  5. Scalability: Our integration supports practices of all sizes, from solo providers to multi-location groups.

How to Get Started

  1. Setup: Our team will guide you through the integration process, ensuring a smooth and tailored setup.

  2. Testing: Before going live, we’ll test the integration to ensure all data syncs correctly.

  3. Training: Receive comprehensive training to help your staff maximize the integration’s features.

  4. Support: Ongoing support ensures your integration continues to run smoothly.

With our PMS/EHR integrations, your practice can operate more efficiently, reduce administrative burdens, and provide better patient care. Contact us today to learn more or get started!

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