Open Dental
Native via SQL exports and cloud sync. Read-confirmed against a live practice.
ActiveHere is what’s live, what we’re building, and what’s on the roadmap. No surprises about whether your stack fits before you book the demo.
PMS, books, payer portals, phones, marketing, and scheduling. Every category your back office touches.
Native via SQL exports and cloud sync. Read-confirmed against a live practice.
ActiveConnects through the practice’s own NexHealth account. Read-only: appointments, demographics, and insurance coverage. Not yet validated against a live practice.
Building nowConnects through the practice’s own NexHealth account. Read-only: appointments, demographics, and insurance coverage. Not yet validated against a live practice.
Building nowConnects through the practice’s own NexHealth account. Read-only: appointments, demographics, and insurance coverage. Not yet validated against a live practice.
Building nowConnects through the practice’s own NexHealth account. Read-only: appointments, demographics, and insurance coverage. Not yet validated against a live practice.
Building nowConnects through the practice’s own NexHealth account. Read-only: appointments, demographics, and insurance coverage. Not yet validated against a live practice.
Building nowConnects through the practice’s own NexHealth account. Read-only: appointments, demographics, and insurance coverage. Not yet validated against a live practice.
Building nowLegacy desktop platforms; export-based path planned.
Coming soonRead and write via the Intuit v3 API. Reconciliation, JE posting, and P&L.
ActiveRoadmap. No QuickBooks Desktop bridge is available today.
Coming soonRoadmap; API-backed integration.
Coming soonEligibility checks run against the practice’s own portal credentials, through four provider portals (DentalXChange, Availity, Delta Dental, DentaQuest) that between them cover the carriers below. Nothing is centralized.
Requires the practice’s stored payer-portal login for each carrier. In validation against the live portals, not yet in general availability. Coverage and plan details vary by payer.
Building nowReal-time 270/271 eligibility requests routed through our clearinghouse integration, expanding coverage beyond the portal-automated carriers above to a wider set of dental payers.
In validation. Not yet in general availability.
ExpandingInbound calls, SMS, voicemail transcription, and call log sync.
ActiveAI phone: outbound appointment reminders and an inbound voice agent. In validation.
Building nowProgrammable SMS and voice; roadmap for practices without RingCentral.
Coming soonCampaign management, conversion actions, and spend reporting via Ads API.
ActiveListing management, reviews, and posts via GBP API.
ActiveReporting, pixel events, and Conversions API active. Campaign creation and audience management coming soon (pending Meta advanced access).
Building nowBing search campaigns via Microsoft Advertising API.
ActiveFull property history; key event tracking and funnel reporting.
ActiveQuery-level click and impression data; 16-month full pull.
ActiveTag and trigger management via Tag Manager API v2. No site edits required.
ActiveEvent creation, reminders, and schedule sync across the team.
ActiveCalendar and tasks via Microsoft Graph; works alongside Google.
ActiveEvent-type management and booking sync; roadmap.
Coming soonThe complete inventory. Check whether your specific tools are covered before booking the demo.
Read, send, and thread management via Google OAuth.
Events, scheduling, and cross-team availability.
File storage, Doc/Sheet/Slide creation, and folder management.
Task creation, completion tracking, and list management.
Contact creation, sync, and enrichment across the workspace.
Full property history, key events, and funnel reporting.
Query-level click and impression data; up to 16-month history.
Tag and trigger edits via GTM API v2 without touching the site.
Campaign management, conversion actions, and spend tracking.
Listing management, reviews, and posts via GBP API.
Read, write, and formula evaluation via Sheets API.
Document creation, editing, and template rendering.
Location data, hours, and competitor research via Places API.
Transactions, reconciliation, JE posting, and P&L via Intuit v3.
Inbound calls, SMS, voicemail transcripts, and call log sync.
Reporting, pixel events, and Conversions API active. Campaign management coming soon (pending Meta advanced access).
Bing search campaigns and audience targeting via Advertising API.
Outlook mail, calendar, contacts, and OneDrive / SharePoint files via Graph API.
Transactional and bulk email delivery via SendGrid API.
AI voice agent for outbound reminders and inbound call handling. In validation.
PMS data via SQL exports and cloud sync; read-confirmed live.
Connects through the practice’s own NexHealth account. Read-only. Not yet validated against a live practice.
Connects through the practice’s own NexHealth account. Read-only. Not yet validated against a live practice.
Connects through the practice’s own NexHealth account. Read-only. Not yet validated against a live practice.
Eligibility checks through the practice’s own portal logins on DentalXChange, Availity, Delta Dental, and DentaQuest, covering Delta Dental, Cigna, Aetna, MetLife, Guardian, United Concordia, UnitedHealthcare, Anthem BCBS, Humana, and DentaQuest / Medicaid. In validation.
Broader payer reach via 270/271 clearinghouse integration. Expanding coverage beyond the portal-automated carriers. In validation.
Connects through the practice’s own NexHealth account. Read-only. Not yet validated against a live practice.
Connects through the practice’s own NexHealth account. Read-only. Not yet validated against a live practice.
Connects through the practice’s own NexHealth account. Read-only. Not yet validated against a live practice.
Order management and procurement automation via Kroger API.
Site content and forms via WP REST API and Application Passwords.
Channel and DM monitoring via Telegram Bot API.
Bank feed ingestion and transaction categorization.
CMS and site management via Webflow Data API.
Orders, inventory, and customer data via Shopify Admin API.
CRM contacts, deals, and email sequences.
Object management and flow triggers via Salesforce REST API.
Leads, contacts, and deals via Zoho CRM v2 API.
Channel messaging and workflow automation via Bolt SDK.
Direct and channel messaging via Microsoft Graph API.
Space and DM messaging via Chat API.
Trigger and action hooks for practices already running Zaps.
Scenario triggers and data mapping via Make REST API.
Self-hosted workflow node; webhook-based integration.
Event types, booking links, and scheduling sync.
Meeting creation and recording management via Zoom API.
Programmable SMS and voice for practices without RingCentral.
Job posting and candidate sourcing via LinkedIn Talent Solutions API.
Task and project management via Asana REST API.
Email and SMS marketing campaigns via Brevo API.
Customer support ticket management and automation.
Knowledge base search and card management.
SSO, user lifecycle, and group management via Okta API.
Dataset push and dashboard automation via Domo API.
Marketing automation contacts and campaign triggers.
If a system has an API or an export, the answer is almost always yes. Book the demo and we’ll confirm in the first call.
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