API & Integrations

Connect the software your clinic actually uses

Your front desk shouldn’t spend half the day copy-pasting names between systems. Medicasimple connects your CRM, SMS, payments, and reporting tools—so patient data flows without the manual double entry.

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The practice management platform behind 1,300+ healthcare clinics

From dental to physio, dietetics to aesthetics. One platform, every specialty. Built for clinics that want less admin and more time with patients.

Stop the double entry

When your software doesn't talk, your staff does the typing. Pass patient and appointment data to your other tools automatically.

Sync your CRM and messages

Hand off leads to Zoho, HubSpot, or Salesforce without dropping context. Connect your SMS templates so patient communication stays on record.

Export clean financial data

Pull payments, daily revenue, invoices, and expenses exactly how your accountant wants them. Export clean balances without the spreadsheet mess.

Control who connects what

Integrations shouldn't mean open access. Use Make.com or API access with strict manager oversight, IP restrictions, and permission rules.

The disconnect

When your tools don't talk, your staff pays the price

If reception has to keep five tabs open just to register a new patient, track a payment, and send a reminder, you are running a data entry firm, not a clinic.

Illustration of disconnected clinic tools being organised around one patient task

The copy-paste tax

Moving names, phone numbers, and notes between systems by hand guarantees spelling mistakes, dropped context, and lost patient records.

Illustration of duplicate data being removed from a dental practice admin process

Siloed patient communication

When your CRM and booking systems are isolated, your team has no idea if the person they are calling actually showed up for their appointment.

Illustration of a clinic manager approving a controlled software integration

Financial blind spots

Reconciling payments across different systems at the end of the month means fighting spreadsheets instead of trusting your numbers.

The workflow

Map it. Connect it. Control it.

Integration isn't about connecting everything—it's about connecting what matters. We map your actual clinic tools and lock down access before any data moves.

Map

Map your clinic's actual tools

We start with what you actually use for CRM, SMS, payments, and reporting. No generic promises, just your real clinic stack.

Confirm

Confirm the connection path

We check if the workflow needs API access, Make automation, native CRM sync, or just a clean export.

Configure

Lock down permissions

Before any data moves, you set the rules. Apply IP restrictions, export visibility, and manager approvals.

Test

Test before it goes live

Run test scenarios with reception and finance so the team knows exactly what is automated and what still requires a human check.

Controlled rollout

Approve it before it touches patient data

Managers get full visibility into which tools are connected, who has access, and what data is being shared.

Supported connections

Connect your clinic without losing control

Manage your CRM handoffs, SMS setups, Make.com automations, and API access from one governed environment.

CRM handoff

Medicasimple ↔ CRM

Push leads, appointments, and patient details to Zoho, HubSpot, or Salesforce automatically.

Patient message setup

Connect patient messaging

Configure your SMS providers, sender IDs, and reminder templates to keep patient communication on-brand.

Payments + invoices

Sync payments and invoices

Keep payment requests, invoices, and balances tied to the patient record for easier reconciliation.

Export governance

Govern your data exports

Set strict rules on who can view, edit, or export sensitive patient and financial data.

01Marketing Tools

Stop losing patient leads

Hand over leads and appointments to HubSpot, Salesforce, or Zoho without dropping the follow-up context.

02Accounting

Export clean financial data

Export collections, expenses, and invoices in clean formats your accountant will actually use.

03Communication APIs

Configure messaging with control

Set up SMS and WhatsApp sender rules, templates, and permissions before the front desk starts messaging.

04Custom Workflows

Build custom automations safely

Leverage Make.com and API access for custom clinic workflows without sacrificing manager oversight or data security.

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Ready to stop the copy-paste nightmare?

Bring your tool list. Book a demo and we’ll show you how to connect your CRM, SMS, Make automations, and API workflows without breaking your clinic's security.

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Governed accessSecure connections

Operational wins

What you get

Push leads to Zoho, HubSpot, or Salesforce automatically

Export clean revenue and invoice data for your accountant

Connect custom workflows safely via Make.com and API

Enforce strict IP restrictions and export governance

FAQ

Setup scope

Common questions about API access, Make automations, CRM syncs, and data governance.

Can I connect my accounting software?

Medicasimple supports finance review through payments, balances, expenses, invoices, reporting, and export workflows. For a specific accounting tool, bring the workflow to a demo so the supported handoff or export route can be confirmed.

Do you integrate with WhatsApp and SMS gateways?

Medicasimple supports patient communication setup, SMS-related configuration, sender details, and reminder workflows. Provider-specific or WhatsApp Business API claims should be confirmed during setup before patient communication goes live.

FAQ

Workflow areas

Can I connect my clinic's CRM (Zoho, HubSpot, Salesforce, etc.)?

CRM Integration is a supported capability, including Zoho, HubSpot, and Salesforce examples. The exact lead, patient, appointment, and follow-up handoff should be scoped before rollout.

Is there a public API for custom tools?

Medicasimple provides API access for clinics that need custom workflows. Book a demo to discuss the technical requirements, access controls, and setup path before developers connect anything operational.

FAQ

Access control

Do I need a developer to use standard integrations?

Some reviewed Make automation and configured workflows may not require custom code, while API access or custom connections may need developer help. The safest next step is to map the workflow first.

How do I keep exports and connected data controlled?

Use permissions, IP restriction where applicable, manager approval, and export visibility rules before sensitive patient or finance data becomes part of an integration workflow.

Related Features

Explore the workflows connected to integrations

API and integration work is stronger when scheduling, booking, patient management, finance, forms, and pricing context stay deterministic.

Hub

Scheduling

Run booking, reminders, calendar logic, and appointment tracking as one connected workflow.

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Booking

Online Booking

Let patients request appointments online while your clinic keeps control over availability and rules.

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Operations

Patient Management

Keep patient profiles, intake, documents, appointments, balances, and follow-up context connected in one workflow.

View feature

Forms

Digital Forms

Collect structured patient inputs without turning intake into another manual re-entry step.

View feature

Plan scope

Pricing

Review the plan-level context for CRM, API, Make, IP restriction, and advanced setup needs.

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Get started

Stop typing the same patient data into five different tabs

Book a demo to see how a controlled integration review can reduce duplicate entry, clarify handoffs, and keep access rules visible before rollout.

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