API & Integrations

Plan the connections your clinic needs

Give your team less data to enter twice. With Medicasimple API access, you can explore connections to the tools your clinic uses. Share your workflow so our team can confirm what can connect, which data can move, and how to set it up.

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The practice management platform behind 1,800+ 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.

Reduce duplicate entry

Identify where your team re-enters patient and appointment details. Review which steps API access could automate for your clinic.

Plan your CRM workflow

Show us how your team follows up with new enquiries. We’ll assess your CRM, the records you want to share, and the connection options for that workflow.

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

Decide who needs API access and what data they should use. Review authentication and access requirements with our technical team before setup.

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 starts with the connections that matter to your clinic. We map your actual 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

Our technical team checks the systems, data direction, required fields, and available API endpoints to confirm a suitable connection or export route.

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.

Integration planning

Build a clear plan for your clinic’s data

Review CRM handoffs, messaging setup, and export needs together. The connection options and access requirements depend on your systems and intended workflow.

CRM handoff

Review your CRM connection

Tell us which CRM you use and what you want to transfer. Our technical team will confirm connection feasibility, data direction, and field coverage before setup.

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.

01Calendar workflow

Plan the calendar connection your team needs

Start with the calendar information your team needs to share. This example shows a calendar view; our team will confirm whether your chosen calendar, data and sync requirements can be supported.

02Record selection

Choose the records your workflow needs

The connection example shows a record-type selector. Agree which records and fields your workflow requires, then confirm the available API operations and access before setup.

03Access control

Review the integration user’s permissions

Check the patient and system permissions assigned to the account used for your integration. Limit access to the actions required for the agreed workflow.

04Workflow example

Review a multi-step automation

This example links several actions in one workflow. Define the trigger, data and next action with our team before implementation; the services shown are examples, with availability confirmed for your setup.

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Let’s review your clinic’s integration needs

Bring the systems you use and the tasks you want to automate. We’ll review your workflow, confirm the technical options, and help you plan the next step.

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Governed accessSecure connections

Operational wins

What you get

Review CRM connection feasibility and the data you need to share

Export clean revenue and invoice data for your accountant

Confirm API access and the setup your workflow needs

Enforce strict IP restrictions and export governance

FAQ

Setup scope

Common questions about API access, CRM connection options, custom workflows, and data controls.

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.)?

Connection availability for Zoho, HubSpot, Salesforce, or another CRM needs technical confirmation for your use case. Share the system you use, the data you want to transfer, and the direction it needs to move. Our team will assess the relevant fields, endpoints, and setup before confirming an integration.

How do I get API access for a custom workflow?

API access and endpoints are included with Smart and Superior plans. If your plan does not include API access, you can purchase the API Access module from Settings > App Store. Share your intended workflow so our team can confirm the relevant endpoints, authentication, and setup requirements.

FAQ

Access control

Will I need a developer for my integration?

That depends on the systems and workflow you want to connect. Our team can help confirm the setup and whether developer support is needed after reviewing your requirements.

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.

View feature

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

Automation

Communication and Automation

Connect reminders, WhatsApp, SMS, surveys, and follow-up flows with the patient journey.

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If this is what you’re working on

Here are a few useful next steps

See the guide, recent changes, and practical thinking that can help you move this workflow forward.

Guide

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Connect CRM workflows with Medicasimple so clinics can align patient communication, follow-ups, and operational activity.

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Use the App Store page to view add-ons included in your package, see locked add-ons, and understand how add-on purchasing works.

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Product update

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March updates focused on stronger appointment flows, clearer finance workflows, treatment planning controls, inventory reporting, and the renewed Medicasimple Mobile 2.0 experience.

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View the product updates and changes for February 2026.

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Where it all began: lessons from EDAD 2021 on how technology is reshaping dental education and everyday clinic life.

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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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