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Integrations and Syncing

A collection of help articles explaining how to connect, configure, and sync your account with various systems, including PMS/EHR platforms.
Zach Jenefer Ysik
By Zach and 1 other
• 3 articles

PMS/EHR Integrations Explained

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! 4o

Last updated on Feb 06, 2025

QuickBooks Integration

Our QuickBooks integration is designed to make your accounting and reconciliation process seamless and efficient. By connecting your account to QuickBooks, you can automatically write back payout data, ensuring your financial records stay accurate and up-to-date without manual effort. What Does the QuickBooks Integration Do? The QuickBooks integration allows your payouts to sync directly with your QuickBooks account, streamlining your accounting workflows. With this integration, all payout data is automatically logged, categorized, and ready for reconciliation in QuickBooks. Key Features of the QuickBooks Integration 1. Automatic Writebacks - All payouts processed through our platform are automatically written back to QuickBooks. - The integration includes details such as gross amounts, fees, and net payouts for each transaction. - This eliminates manual entry, saving time and reducing errors. 2. Streamlined Reconciliation - Each payout is logged with complete details, making reconciliation quick and easy. - Fees are itemized, so you can track deductions and ensure your records align with your bank statements. 3. Customizable Mapping - Map payouts to specific accounts in QuickBooks (e.g., revenue accounts, fee accounts) to align with your chart of accounts. - Tailor the integration to fit your practice’s accounting structure. 4. Real-Time Updates - As payouts are processed, the integration updates QuickBooks in near real-time. - This ensures your accounting records are always current and ready for reporting. Benefits of Integrating with QuickBooks 1. Save Time - Automating the writeback of payouts eliminates hours of manual data entry. - Reconciliation is faster with all data automatically categorized in QuickBooks. 2. Reduce Errors - Manual entry can lead to mistakes. With automatic syncing, your payout data is always accurate. 3. Enhance Financial Clarity - Payouts, fees, and net amounts are clearly logged, providing a complete view of your practice’s financial activity. - Generate accurate financial reports in QuickBooks with minimal effort. 4. Simplify Tax Preparation - With all financial data synced and categorized, tax preparation becomes much easier. You’ll have a clear record of payouts and fees, ready for your accountant. How the Integration Works Step 1: Connect Your QuickBooks Account 1. Log in to your account on our platform. 2. Navigate to the Integrations section and select QuickBooks. 3. Follow the prompts to securely connect your QuickBooks account. Step 2: Map Payout Data - Once connected, map payout data to your QuickBooks accounts (e.g., revenue, fees). - Set preferences for how data should be categorized. Step 3: Sync Payouts - After setup, payouts will automatically sync with QuickBooks as they are processed. - Data is written back with all relevant details, including gross amounts, fees, and net payouts. Step 4: Reconcile in QuickBooks - Log in to QuickBooks and review the synced payouts. - Use QuickBooks reconciliation tools to match synced payouts with your bank deposits. Frequently Asked Questions Can I customize how payouts are categorized in QuickBooks? Yes! You can map payouts to specific accounts in QuickBooks during the setup process. This ensures the integration aligns with your accounting structure. How often does the integration sync data? Payout data is synced in near real-time as payouts are processed. This ensures your QuickBooks records are always current. What happens if there’s an error during syncing? If an error occurs, you’ll be notified in the platform with details on how to resolve it. Our support team is also available to assist with troubleshooting. Is this integration secure? Yes. The integration uses industry-standard security protocols to ensure your data is safe and protected. Get Started with QuickBooks Integration 1. Set Up the Integration: Connect your QuickBooks account in just a few clicks. 2. Map Accounts: Customize how payout data is categorized. 3. Enjoy Seamless Accounting: Let the integration handle the heavy lifting while you focus on your practice. Our QuickBooks integration is here to make accounting and reconciliation effortless. Contact us today to enable the integration and start simplifying your financial workflows! 4o

Last updated on Feb 06, 2025

Writing Back Payments to Your EHR/PMS

Efficient financial tracking is essential for any practice, and our Payment Writeback feature ensures that your Practice Management System (PMS) or Electronic Health Record (EHR) always stays in sync. This article explains how payment writebacks function, the available configurations, and how to tailor the process to fit your practice's needs. What is Payment Writeback? Payment writeback refers to the automatic recording of payments processed on our platform into your connected PMS/EHR. This feature eliminates the need for manual entry, reducing errors and saving time. Payments are written back with details like: - Net payment amounts (after fees). - Optional gross payment amounts (if configured). - Associated payment details for full transparency. Comprehensive Payment Writeback Options Our system supports writeback for all payment types, including: 1. Credit Card Terminal Payments: Automatically post in-office terminal payments to your PMS/EHR or configure to handle them manually. 2. Payment Plans: Payments made through patient payment plans can be written back automatically, ensuring up-to-date financial tracking. 3. Insurance Payments: Post insurance payments and adjustments directly to the patient's record for streamlined reconciliation. 4. Membership Payments: Automatically record payments for memberships or subscriptions linked to your practice. 5. Outstanding Payment Collections: Payments collected through our outstanding payment reminders and portals are written back instantly. Customizable Payment Method Configurations - You can enable or disable writeback for specific payment types. - For example, some offices prefer to manually write back credit card terminal payments, while automating other payment methods such as payment plans and insurance payments. - These configurations ensure your practice has full control over how payments are synced. Timing of Payment Writebacks The timing of payment writebacks depends on your PMS/EHR system and configuration: 1. Instant Writeback (Near Real-Time) - Payments, such as those processed through patient portals or in-office credit card terminals, can be written back to your PMS/EHR immediately after processing. - Ideal for practices requiring real-time updates for accurate records. 2. Daily Writeback - Payments are synchronized daily for systems that don’t support real-time updates or for practices that prefer batch updates. - This option ensures all payments are consistently logged while reducing the frequency of data writes. Net vs. Gross Payment Writebacks Default: Net Payment Writeback By default, the net amount of each payment (gross payment minus any applicable fees) is written back to your PMS/EHR. This simplifies financial tracking by ensuring that the recorded amount matches the deposit received in your bank account. Optional: Gross Payment Writeback For practices that prefer to reconcile fees separately, you can configure the system to write back the gross amount (before fees). This option provides more detailed financial tracking. How to Configure Payment Writebacks Step 1: Access Writeback Settings 1. Log in to your account on our platform. 2. Navigate to the Settings section and select Payment Writeback. Step 2: Configure Payment Types - Enable or disable writeback for specific payment types (e.g., credit card terminals, insurance payments). - Choose whether terminal payments should be written back automatically or handled manually. Step 3: Choose Writeback Timing - Select either Instant Writeback or Daily Writeback based on your practice’s needs. Step 4: Set Payment Amount Type - Choose between: - Net Payment: Writes back the payment amount minus fees (default). - Gross Payment: Writes back the full payment amount before fees. Step 5: Save Changes - Save your configurations. All future payments will follow the updated writeback settings. Supported PMS/EHR Systems Our payment writeback feature integrates seamlessly with a wide range of PMS/EHR platforms, including: - Opendental - Dentrix (and Dentrix Ascend) - Eaglesoft - Curve - WinOMS - Cloud9 - Denticon - Fuse - DSN - Dentimax If your system isn’t listed, reach out to explore additional compatibility options. Benefits of Payment Writeback 1. Time Savings: Automate the recording of payments and reduce the burden of manual entry. 2. Accuracy: Eliminate errors caused by manual input and ensure financial records match processed payments. 3. Flexibility: Enable or disable writeback for specific payment types to fit your practice’s workflow. 4. Customizable Tracking: Choose between net and gross writebacks for tailored financial reporting. 5. Streamlined Financial Reconciliation: Payments, fees, and adjustments are accurately posted, ensuring your records align with your bank statements. Frequently Asked Questions Can I turn off writeback for specific payment methods? Yes! You can enable or disable writeback for each payment type in the settings, such as terminal payments, payment plans, or insurance payments. How often are payments written back? Writebacks can occur in near real-time or on a daily basis, depending on your configuration and the capabilities of your PMS/EHR. Can I switch between net and gross payment writebacks? Absolutely. You can update your writeback settings at any time to switch between net and gross payment amounts. What happens if a payment fails to write back? If a writeback fails, our system notifies you with details about the issue. Our support team is available to help resolve any problems quickly. Get Started with Payment Writebacks 1. Reach out to your account manager or message us on our real-time chat support to have this enabled if it’s not. 2. Test Your Setup: Process a payment to ensure it writes back correctly. 3. Enjoy Seamless Reconciliation: Focus on your patients while our system keeps your PMS/EHR updated. With our Payment Writeback feature, your practice can operate more efficiently, reduce administrative burdens, and ensure accurate financial records. Contact us today to enable this feature or learn more!

Last updated on Feb 06, 2025