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Integrating Birdeye with Principle

Principle is dental practice management software designed to simplify patient management and optimize practice operations. It seamlessly integrates appointment scheduling, patient communication, and treatment planning, allowing dental professionals to focus on delivering quality care. Integrating Birdeye with Principle will automate the process of sending review requests to patients daily.

Once Principle is integrated with Birdeye, Birdeye pulls patients' information from Principle once daily for the completed appointments. Birdeye allows you to fetch data from your PMS using some predefined triggers. Here is the supported trigger for the Principle:

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, contact the Birdeye technical support team at 1-800-561-3357 Ext. 3 or email them at support@birdeye.com. The Birdeye technical support team will successfully set up the integration with Principle through BE Connector. 

WHAT IS BE CONNECTOR?

The BE Connector application is a native Windows application for all businesses. The BE Connector application helps integrate your PMS with the Birdeye system so that the process of sending review requests to your patients is completely automated after they use your products or services. 

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, 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 the BE Connector on the Principle server.
  2. Integrate Principle with BE Connector.
  3. BE Connector will start pulling customer data from Principle and automatically send review requests, based on the scheduling configuration defined by the user.

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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