Integrations

Connect your EHR/practice-management system and calendars so appointments and patients stay in sync.

• Integrations overviewFrontDesk connects to your existing tools from Settings → Integrations, a catalog grouped into Practice Management & EHR, Calendars and Payments, with All, Connected and Available filters and a search box. Available today: athenahealth (two-way patients and appointments), Practice Fusion (read-only patient sync), a SoftDent patient-list import from a PDF report, a SimplePractice import for practices moving over, Google Calendar (two-way), iCal calendar feeds (read-only, added with Add feed) and Stripe Payments for taking patient payments. Dentrix, Eaglesoft, Open Dental, Curve Dental and CareStack are listed under Coming soon with a Notify me button, and Don't see your system? lets you request another. None of them are needed to go live: FrontDesk has its own calendar and patient records.
  3 min
• Connect athenahealth (athenaOne)The athenahealth integration is a read/write connection: the AI can look up and create patients and book, reschedule or cancel appointments right in athenaOne. Connect it from Settings → Integrations: click Connect on the athenahealth card, enter your athenahealth Practice ID (in athenaOne under Settings → Practice Info) and click Connect, then pick a default department if you have more than one. A FrontDesk team member first confirms the Practice ID is yours, usually within one business day. If athenahealth has not yet authorized FrontDesk for your practice, you are emailed an Authorization & Consent form to sign; approval usually takes about 1–5 days after signing, and you are emailed when the connection is live. Syncing then starts by itself.
  5 min
• Import from SimplePracticeIn SimplePractice, run a Complete data export (Settings → Practice → Data export, with Require a password to open file unticked) and export the Client details, Client demographics and Appointment status reports as CSV. In FrontDesk, turn on SimplePractice import on the SimplePractice card in Settings → Integrations, then open Patients → ⋯ → Import from SimplePractice. Upload the Contacts zip with the Client demographics CSV first (or everything at once), then review: which categories to bring in, how each client matches (New, Skip or an existing patient) and which provider each SimplePractice clinician maps to, then Import. Progress notes arrive signed and read-only with the original PDF, psychotherapy notes go to their separate store. Nothing is shared to the portal until staff choose, re-running never duplicates anything, and re-uploaded Upcoming appointments print-outs keep future visits in sync.
  8 min
• Move your billing from SimplePracticeDo these in order, after your clients are imported. 1) Connect Stripe for each location (Settings → Billing → Payment methods). 2) Under Superbills & numbering, set the next invoice and superbill numbers so they carry on from SimplePractice, and check the places of service. 3) Check Filing info (Payments → ⋯ → Filing info) for your NPI, Tax ID and address. 4) On cutover day, after SimplePractice has invoiced every visit, export its Outstanding balances report and import it with Payments → ⋯ → Import balances from SimplePractice. 5) Import your SimplePractice AutoPay list under Settings → Billing → AutoPay clients. 6) Ask everyone enrolled to add their card with Ask for cards; cards can't be moved from SimplePractice. 7) Turn on Autopay (Nightly, for open invoices) and Daily invoicing for each location. From then on, each night every visit is invoiced and clients with a card are charged.
  3 min