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Integrating Birdeye with Open PM

Open PM is a Web-Based Practice Management Software. OpenPM offers a fully integrated billing and claims management system that highly automates accounts receivables management while producing extensive reports to help manage the organization better. Integrating Birdeye with Open PM will automate the process of sending out review requests to patients on a daily basis.

Once Open PM is integrated with Birdeye, Birdeye pulls patient information from Open PM 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 is the supported trigger for Open PM: 

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 Open PM through BE Connector. 

What is a 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:

1. Install BE Connector on the Open PM Server.

2. Integrate Open PM with BE Connector.

3. 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.




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