Integrating Birdeye with Nextech Practice+
Nextech Practice+ is a comprehensive healthcare technology solution for specialty providers. The application specializes in delivering intelligent, intuitive, integrated solutions that empower specialty physicians.
Nextech Practice+ offers integrated Electronic Medical Record and Practice Management Software, which improves workflow efficiency and improves patient engagement. After Nextech Practice+ is integrated with Birdeye, patient information will be pulled from Nextech Practice+ once every day from the list of completed appointments from the previous day.
Birdeye collects the first name, last name, email address, and phone number of your patients, and automatically sends the review requests based on the preferences set within the Birdeye dashboard.
Birdeye allows you to fetch data from your PMS using a predefined trigger. Here is the supported trigger for Nextech Practice+:
|
Trigger Name |
Trigger Description |
| Nextech Practice+ Appointment Trigger |
This trigger is used to fetch customer data based on the fulfilled appointments of defined appointment types. |
Nextech Practice+ Appointment Upsert Trigger |
This trigger is used to fetch appointments created or updated in NexTech Practice+ based on the frequency set in the Integration dashboard. It's required for reminders. |
Appointment Writeback |
This trigger is used to confirm/cancel/book/ reschedule appointments fetched from Nextech Practice+ and scheduled from Birdeye widget (Write-back in PMS). It's required for reminders. |
Nextech Practice+ Patient Recall Trigger Service |
This trigger is used to fetch delta patient recall data based on the due date. |
Appointment Reminder Trigger |
This trigger is used to cancel/confirm appointments. It's required for reminders. |
To start the integration process, you must order APIs for Nextech Practice+ partners through the Nextech Community portal in the steps detailed below:
Visit https://nextechsupport.force.com/nextech and on the client login page, enter your email and password. Contact Nextech Practice+ Client Success manager if you do not have access. Only 'Super Nextech Community Users' can order APIs if you can see the 'ORDER NOW' button in Step 3 then you are a “Super Nextech Community User.”
NOTE:
If you are not a “Super Nextech Community User,” then please ask your Practice Administrator to contact your Client Success Manager and get the correct permissions. Your Practice Administrator will need to give Nextech Practice+ the authority to make you a Super Nextech Community User for your Practice.
On the Community Portal home page, click on the 'ORDER NOW' tab.
On the 'Order now' page, click on the 'Select products' drop-down menu and select the 'Birdeye API Access' option. Now, click on the 'Add' button to add the product and then click on the 'Next' button to proceed.
NOTE:
You will view the 'Birdeye API Access' option instead of the 'Vendor Name API Access' upon clicking on the drop-down menu.
On the next page, you can review your 'Purchase Summary', and click on the 'Next' button.
On the new page, check the 'I agree' box and click on the 'Next' button.
Now, your order will be sent for review and processing, and a 'Transaction ID' will be generated. Click on the 'Finish' button to complete the process.
After two business days, Birdeye will receive a 'Group ID' and set up the integration.
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.
While you are on the integration setup call, you will be asked for the names of the appointment types for which review requests would be sent. If you do not specify the appointment type, then the review request would go for all appointments.
For a multi-location setup, you will need to provide the Nextech Practice+ location name corresponding to the Birdeye business location. To find the exact location name, click on the Admin menu and select the Locations tab. Then, click the drop-down list to show the list of available locations.
NOTE:
To successfully integrate Nextech Practice+ with Birdeye, make sure that the Nextech Practice+ CRM version is V14.1 or above.
