Integrating Birdeye with PBS Endo
PBS Endo is an endodontic practice management software (PMS) used by single and multi-location dental practitioners. Users can manage patient statements, prescriptions, referrals, insurance processes, and more. Integrating Birdeye with PBS Endo will automate the process of sending out review requests to patients on a daily basis.
Once PBS Endo is integrated with Birdeye, Birdeye pulls patient information from PBS Endo once daily for the appointments that were completed on the previous day.
Birdeye allows you to fetch data from your CRM using some predefined triggers. Here are the supported triggers for PBS Endo:
| Trigger Name | Trigger Description |
| PMS Appointment Trigger | This trigger is used to fetch customer data based on the completed appointments. |
To set up 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. Birdeye technical support team will successfully set up the integration with PBS Endo through BE Connector.
What is BE Connector?
The BE Connector application is a native Windows application for healthcare businesses. Most healthcare businesses use a practice management system (PMS) to manage their patients. The BE Connector application helps integrate the PMS and Birdeye system so that the process of sending review requests to patients after their appointment is completely automated.
The installation and setup process is driven by an intuitive wizard. To set up the integration, you first have to download and install the app on the machine that has access to the PMS. Once the integration is complete, the BE Connector will start pulling data from the PMS and send the data to the server for further processing. Review requests are sent as per the configurations and preferences set by the business on BE Connector.
How it works:
- Install BE Connector on PBS Endo Server
- Integrate PBS Endo with BE Connector
- BE Connector’s services will start pulling patient data from the PMS and automatically send review requests, based on the Scheduling configuration defined
Birdeye collects the first name, last name, email address and phone number of your patients and automatically sends them review requests.