Open Dental is a customizable dental practice management software (PMS) that helps dental practices manage patient records, appointments, treatment plans, billing, and other daily operations.
Integrating Open Dental with Birdeye helps streamline patient engagement and review collection. Birdeye syncs supported patient and appointment data from Open Dental to facilitate review requests based on your account settings, reducing manual follow-ups and helping you strengthen your online reputation.
Birdeye allows you to fetch data from your CRM using some predefined triggers.
Here are the supported triggers for Open Dental:
Trigger Display Name | Trigger Description |
Appointment Writeback | This trigger is used to cancel appointments. It is required for reminders and scheduling. |
Appointment Reminder Trigger | This trigger is used to cancel appointments. It is required for reminders. |
OpenDental Native Appointment Upsert Trigger Service | This trigger is used to fetch reminder details. It is required for reminders. |
Treatment Plan Job Trigger | This trigger is used to sync treatment plans daily through a scheduled job. |
OpenDental Native Recall Job | This trigger processes patient recall change events in Open Dental. | |
OpenDental Native Payment Sync Trigger | This trigger is used to fetch revenue-related information by clinic number and update patient information. |
Contact Sync Trigger | This trigger syncs all contacts created in the CRM daily to Birdeye. |
Contact Appointment Sync Trigger | This trigger is used to sync appointment details for new and existing contacts from the CRM to Birdeye. |
Waitlist Trigger | This trigger is used to fetch information about patients on the waitlist. |
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. 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.