Integrating Birdeye with Curve Dental
Curve Dental is a web-based Practice Management Solution (PMS) that helps businesses keep track of their patients' information and appointments. Curve Dental helps to manage every facet of the dental practice business, from patient charting and clinical notes to patient education, treatment planning, imaging, billing, scheduling, and reporting. It thus helps in automating all administrative and operational aspects of a dental office. Integrating Curve Dental with Birdeye will automate the process of sending out review requests to patients on a daily basis.
Once Curve Dental is integrated with Birdeye, Birdeye will fetch client information from Curve Dental once daily from the cases that were closed on the previous day. Birdeye collects the first name, last name, email address and phone number of your patient and automatically sends them review requests based on the preferences set within the Birdeye dashboard.
Birdeye allows you to fetch data from your CRM using a predefined trigger. Here is the supported trigger for Curve Dental:
| Trigger Name | Trigger Description |
| Curve Dental Closed Appointments Trigger | This trigger is used to fetch all appointments with Checkout status from Curve Hero based upon the date specified. |
Appointment Writeback |
This trigger updates appointments created via the Birdeye widget (Writeback in PMS). It's required for scheduling. |
Appointment Reminder Trigger |
This trigger is used to cancel/confirm appointments. It's required for reminders. |
| Contact Sync Trigger |
Contact Sync trigger is used to sync all contacts created on a daily basis from CRM to Birdeye. |
To set up the initial part of the integration with Birdeye, please reach out to the Birdeye technical support team @ 1-800-561-3357 Ext. 3 or email them at - support@birdeye.com. Also, keep your Curve Hero base-URL handy and provide it to the technical support team while setting up the integration, (this can be copied from the address bar of your browser). After the initial integration is set up by the Birdeye technical support team, you can log in to your Birdeye account to complete the integration process.
To complete the process, click on the 'Settings' tab located on the left navigation rail of your Birdeye dashboard. On the bottom of the page, click on the 'Authorize CurveDental' button under the CRM integrations header.
After you click on the Authorize Curve Dental button, you will be asked to enter the 'Username' and 'Password' of your account associated with Curve Dental. After adding the login credentials click on 'Log In'.
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You will now be redirected to the Curve Dental website. Navigate to the three horizontal bars on the top right corner and click on 'Administration'.
On the next screen that appears, click on 'Open Orange Add-on Services' under 'General' tab. You will notice that Birdeye will ask for permission to fetch client data from Curve Dental. Click on 'Allow' to approve integration with Birdeye.
Please note: It may take up to 24 hours before you see the 'Successfully authorized' message next to Curve Dental under the 'Setup' tab.
For enterprise businesses
For business locations with a unique base URL in Curve Dental, there can be below 2 scenarios:
- Birdeye Location has only a single provider mapped in Curve Dental.
- Birdeye Location has multiple providers mapped in Curve Dental: You need to provide the provider id in this case.
For business locations with the same base URL, you need to provide the provider Id for each location in order to ensure that the appointments are mapped to the right business location.
Free Resources:
Tips to Grow Referral Benefits for the Dental Industry