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CRM Integrations

PMS & CRM SYNC

Your PMS is Data.
PatientXpress is Life.

Connect PatientXpress with the industry-leading CRM and PMS tools you already use. Experience zero-friction workflows, automated clinical updates, and hyper-personalized care.

Bidirectional Sync

Native Integration

Ready to Scale?

Connect Tomorrow Today

PatientXpress expands where traditional PMS systems stop. Unify your front-desk operations and clinical workflows into a single automation hub.

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Verified Integrations

Native, bidirectional synchronization with the most trusted names in dental practice management.

Open Dental

PX elevates Open Dental into a superior, fully automated patient experience hub with native deep-sync capabilities.

View Deep Sync Features

Dentrix

Unleash full potential—PX delivers advanced automation and connectivity where standard Dentrix setups stop.

Explore Connectivity

Eaglesoft

Supercharge Eaglesoft—PX automates patient engagement and clinical billing beyond traditional limits.

Scale Workflow

Practice-Web

PX brings next-level automation and engagement to your trusted Practice-Web dental CRM environment.

View Details

HubSpot

Connect your dental office data seamlessly with HubSpot and PX for advanced marketing automation.

Marketing Setup

GoHighLevel

Marketing and management united—PX syncs your dental CRM to GoHighLevel for maximum workflow automation.

Automate Now

Why Integrate Your Dental PMS with PatientXpress?

Standard Practice Management Systems (PMS) are great for records, but PatientXpress turns those records into a proactive growth engine. By syncing your CRM, you eliminate manual entry, reduce errors, and provide a 21st-century experience for your patients.

Bidirectional Data Sync

Update patient info in PX, and it reflects in Open Dental or Dentrix instantly. No more double data entry.

Enterprise Security

SOC2 Type II and HIPAA compliant. Your clinical data is protected by industry-leading encryption protocols.

Automated Records

Clinical notes, perio charts, and consent forms are automatically pushed to the patient's chart in the PMS.

Growth Analytics

Sync treatment plans to identify unscheduled treatment and automatically follow up via dental CRM campaigns.

"Integration was effortless. Our clinical notes now sync to Eaglesoft in real-time, saving my hygienists 45 minutes every day."

Lead Office Manager

Modern Dental Partners

Marketplace FAQs

Everything you need to know about our Dental CRM integrations.

01 How does the bidirectional sync work with Open Dental?

PatientXpress uses a secure API/Bridge connector that listens for changes in both systems. When you update a patient's address or record a perio chart in PX, it is written directly to the Open Dental database in real-time, and vice-versa.

02 Is my patient data (PHI) secure during the integration?

Absolutely. All data transmission is encrypted using AES-256 bit encryption. We are fully HIPAA compliant and our integration protocols ensure that your server data stays private and secure inside your network.

03 Does PX work with GoHighLevel or HubSpot?

Yes! Beyond traditional PMS systems, PX connects your clinical data to marketing CRMs like HubSpot and GoHighLevel. This allows you to run automated recall campaigns based on actual clinical treatment plans.

04 Can I customize which data fields sync between systems?

Yes. During the integration setup, our team works with you to map specific fields (appointments, medical history, clinical notes) to ensure the data flows exactly where your team needs it.

Your PMS is Data. PatientXpress is Life.