Can CRM handoff be discussed during setup?

Yes. CRM integration conversations can include tools such as Zoho, HubSpot, and Salesforce, with lead source, patient, appointment, and follow-up ownership reviewed before rollout.

Can SMS and patient messaging be connected?

SMS setup depends on sender headers, templates, provider configuration, and testing. Medicasimple keeps messaging claims tied to configured setup rather than promising delivery outcomes.

Can payments and invoices be part of the integration conversation?

Yes. Online payment, payment request, e-invoice, patient balance, and export needs can be reviewed with reception and finance teams.

How should a clinic start an integration review?

Start by listing the current tools around booking, SMS, payments, invoicing, reporting, CRM, and patient data. Then confirm the supported path, configure access, and test with the team before rollout.

Dental Software Integrations

Reduce duplicate admin

Reduce repeated entry between bookings, patient records, CRM tools, payments, and invoices.

Set up messaging

Review sender headers, reminder templates, provider configuration, and test messages before SMS goes live.

Reconcile finance data

Keep payment requests, invoice state, patient balances, and reporting exports easier to match against patient activity.

Control setup

Confirm supported paths, permissions, IP restrictions, and access rules before rollout.

Problem

Integrations should not create more admin

A new connection can solve one problem and create three more. Keep CRM, SMS, payment, invoice, export, and API paths visible, controlled, and tied to real clinic use.

Illustration of disconnected clinic tools being organised around one patient task

Too many tools

Your team should not have to jump between booking, messaging, payments, and records just to finish one patient task.

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

Duplicate entry

Re-keying patient, appointment, and payment details across systems wastes time and increases the chance of mistakes.

Illustration of a clinic manager approving a controlled software integration

Setup needs control

New connections should be approved, permissioned, and tested before they touch sensitive clinic operations.

How it works

Map, confirm, configure, test.

Integration work should start with the clinic's real tools, not a generic promise. Medicasimple keeps the path demo-led so teams can confirm what should connect, how access is controlled, and what needs testing before rollout.

Clinic team Supported path Safe test Rollout control

🗂️

Map

Map the clinic tool stack

Start with the real systems around booking, SMS, payments, invoicing, reporting, CRM, and patient data so the setup conversation stays practical.

🔎

Confirm

Confirm the supported path

Review whether the workflow belongs in API context, Make Integration, CRM setup, SMS configuration, payment setup, invoice context, or export control.

🛡️

Configure

Configure access and ownership

Set permissions, sender details, payment or invoice settings, IP restriction, and export visibility before the connection becomes daily clinic work.

✅

Test

Test with the team before rollout

Validate the workflow with safe clinic scenarios so reception, finance, and managers know what changed and what still needs manual control.

🧭

Rollout control

Approve the workflow before it goes live

The manager can see which connection path was confirmed, which access rules were set, and where the team should still keep manual oversight.

current tools listed before integration scope is promised

API and Make Integration kept in a supported-path conversation

CRM, SMS, payment, invoice, and reporting context checked separately

permissions, IP restriction, and export controls reviewed before rollout

team validates the workflow before it reaches daily clinic operations

Workflow ready for controlled rollout· path confirmed · access checked · team tested

Supported integration paths

Map each connection before it goes live

Review CRM handoff, SMS setup, payments, invoices, exports, API access, and Make automation as separate connection paths — each scoped before rollout.

Integration map

Map the systems around bookings, SMS, CRM, payments, invoices, reports and approved export paths before anything touches daily clinic work.

Connection areas

Mapped

Patient record Centre

Confirm which tools should pass data in, out, or stay manual.

Booking

Mensaje de texto

Payments

CRM

Invoices

Informes

Demo checklist

Current tools Listed

Connection route Confirmed

Managers can review practical integration routes without an open-marketplace promise.

CRM handoff

Review how Zoho, HubSpot, or Salesforce should receive lead, patient, appointment, and communication details after the demo confirms scope.

Medicasimple

↔

CRM

Lead source Matched

Follow-up owner Assigned

Patient message setup

Confirm sender headers, reminder templates, provider setup, and test messages before patient communication goes live.

Appointment reminder Provider connected

Hi Sarah, your appointment is confirmed for Tuesday at 10:30.

Template approved

Test sent

Payments + invoices

Keep payment requests, invoice state, patient balances, and finance exports easier to reconcile against patient activity.

1 Payment received

2 Invoice generated

3 Patient record updated

4 Finance export ready

Export governance

Confirm who can view, edit, export, or approve connected data before sensitive clinic operations go live.

Role View Export Edit

Manager✓✓✓

Reception✓—✓

Clinician✓——

API / Make / export governance

Treat API access, Make automation, exports, IP rules, and permissions as approved setup paths, not as a public self-serve marketplace.

Supported path

Confirm

API access Higher-tier

Make automation Reviewed

Data export Scoped

Rollout control

Test

Access rules visible

Confirm permissions, IP restrictions, and owner approval before connected data touches clinic operations.

Bring your tool list to the demo so the supported route is clear before rollout.

01 Tool list

Start with the systems your team already uses

List booking tools, SMS providers, CRM systems, payment setup, invoice processes, reporting exports, and patient data needs before scope is promised.

02 Connection route

Confirm which route fits each integration family

Review CRM handoff, SMS configuration, payment setup, invoice handling, API access, Make automation, and export control separately.

03 Governance

Set permissions before rollout

Confirm ownership, sender details, payment or invoice settings, IP restrictions, export visibility, and approval rules before connected data goes live.

04 Team test

Validate the setup with safe clinic scenarios

Let reception, finance, managers, and clinical admins see what changed, what remains manual, and what should be monitored after launch.

Empezar

Bring your current tools to the demo

We’ll map CRM, SMS, payments, invoices, reporting, exports, API access, and Make automation, then confirm which connection path is actually supported for your clinic.

Start Now

Workflow fit check with your team Plan options when timing is right

Operational wins

What you get

Map CRM, SMS, payments, invoices, reporting, exports, API access, and Make automation

Confirm the supported path for each tool family your clinic uses

Review permissions, IP restrictions, access rules, and export controls before rollout

Test the setup with your team before it becomes daily operations

Preguntas frecuentes

API access and Make Integration are handled through supported setup paths rather than a public self-serve marketplace. Book a demo to confirm what fits your clinic's tools and data needs.

This page does not position Medicasimple as a self-serve developer marketplace. Integration scope should be confirmed in a demo so the supported path for your clinic tools is clear.

Dental software integrations for the tools around your clinic

The practice management platform behind 1,300+ healthcare clinics

Integrations should not create more admin

Map, confirm, configure, test.

Map each connection before it goes live

Start with the systems your team already uses

Confirm which route fits each integration family

Set permissions before rollout

Validate the setup with safe clinic scenarios

Bring your current tools to the demo

Preguntas frecuentes

Related Features

Programación

Online Booking

Manejo de pacientes

Formularios digitales

Precios

Connect clinic tools without losing control