Integrations with the tools you already use
You do not have to replace your systems to work with us. What we build connects to your current tools whenever they offer an API or webhooks.
In plain words
An integration is a connection that lets two pieces of software share information automatically. It means the website, app, AI agents and campaigns we build can work with the systems your practice already uses, so you keep your tools and nobody has to copy data by hand. It is possible whenever your current tool offers an API or webhooks, which are the standard ways software lets other software in.
What you get ℞
Integration review
A check of each tool you use to see whether it offers an API or webhooks and what it allows.
Connection plan
A plain-language map of what information moves between which systems, and when.
Built connections
The links themselves, built and tested so bookings, leads and messages reach the right system.
Automations
Follow-ups, reminders and review requests that start on their own when something happens in one of your tools.
Monitoring
We watch the connections and fix them when a vendor changes something, before it affects your office.
Documentation
A short written record of what is connected and how, so you are never dependent on memory.
This is a good fit if
- You are happy with your EMR or scheduler and do not want to replace it
- Your staff retypes the same information into more than one system
- You want your website, ads and front desk to share one view of each patient
How it works
From the first conversation to ongoing results.
List your tools
You tell us what you use for records, scheduling, phones, payments and marketing. We look up what each one allows.
Agree the plan
We show you what can connect, what cannot and what we recommend. You decide what is worth building first.
Build and test
We build the connections and test them with sample data before any real patient information moves.
Monitor
After launch we keep watching the connections and adjust them as your tools and your practice change.
The tools involved, explained
What each one is, and how we use it for your practice.
API
A doorway a software company provides so other programs can read or send information. We use your vendor's API to exchange bookings, leads and messages.
Webhooks
Automatic notices one system sends to another the moment something happens, such as a new booking. We use them to start follow-ups right away.
Automation platforms
Services that link apps without custom code. We use them for simple connections and build custom ones when more control is needed.
AI agents
Assistants that can use those connections to check open times or log a request. They work only with the access you approve.
The details
Most practices already run on several systems: an EMR, a scheduler, a phone system, a payment processor, maybe a CRM. Replacing them is expensive and disruptive, and in most cases it is not necessary.
Our websites, apps, AI agents and campaigns are built to exchange information with the tools you have. If your system offers an API or webhooks, we can connect to it.
What we connect
- EMR and practice management systems
- Online scheduling and calendars
- CRM and lead management
- Phone systems and call tracking
- Text messaging and e-mail platforms
- Payment processors and online stores
- Review and reputation platforms
- Accounting and reporting tools
What an integration does for you
- A booking made on your website or app appears in your scheduler without anyone retyping it
- A new lead from an ad lands in your CRM with the campaign that produced it
- An AI agent can check open times and pass a request to your front desk
- A completed visit can trigger a review request or a follow-up message
- Your reports show calls, bookings and revenue in one place
When a tool cannot connect
Not every system allows it. Some vendors do not offer an API, limit what it can do or charge for access. We check this before we promise anything, tell you plainly what is possible, and suggest a workaround or an alternative when it is not.
Any connection that carries patient information is set up with HIPAA requirements in mind, using the vendor's approved methods and with your compliance contact involved.
Words you will hear
- API
- Short for application programming interface: the official way one program lets another exchange information with it.
- Webhook
- A message one system sends automatically to another when a specific event happens.
- Two-way sync
- A connection where a change in either system is reflected in the other.
Questions we hear
Do we have to change our EMR or scheduling system to work with you?
No. We start from the tools you already use and connect to them wherever they allow it. We only suggest a change when a tool cannot do something you have told us you need.
How do we know whether our system can be connected?
It depends on whether your vendor offers an API or webhooks and what they permit. We check that for each tool before we commit to anything, and we tell you plainly what is possible.
What if our vendor does not offer an API?
Then a direct connection is not possible, and we will say so. There is often a workaround, such as a scheduled export or a form that hands off to your staff, and we will explain the trade-offs.
Is patient information safe when systems are connected?
We use the vendor's approved methods, limit each connection to the information it needs and set everything up with HIPAA requirements in mind. Your compliance contact is involved before any patient information moves.
Ready to get started?
Tell us about your practice. We reply within 24 business hours with packages and pricing.