Dentrix Connector App: Effortless Two-Way Sync Between Dentrix & Your CRM

Purpose:

• Seamlessly sync data between Dentrix (including Dentrix Ascend and Dentrix Enterprise) and your CRM.
• Ideal for dental clinics and marketing agencies.

Key Benefits:

• 📅 Real-Time Scheduling: Show live appointment availability on your website to attract more patients.
• 📈 Smarter Marketing: Utilize synced Dentrix data for reminders, confirmations, and promotional offers.
• 🔄 One-Way or Two-Way Sync: Choose the sync setup that suits your workflow.
• 📊 Analytics Dashboard: Monitor sync activity and track pending updates.
• 🗑️ No More Double Entry: Maintain clean, current, and connected data.
• 🔒 Privacy First: No access to treatment or medical data; all transferred data is automatically deleted after successful transfer.

How It Works:

1. Install the App from the Marketplace.
2. Choose Your Sync Direction:
   • One-way (Dentrix to CRM)
   • Two-way (Dentrix and CRM)
3. Select What to Sync:
   • Patients
   • Providers
   • Appointments
   • Payments
4. Map Fields between Dentrix and CRM during setup.
5. Start Syncing – the app manages the process.

Application Flow:

• Detects new or modified records through webhooks.
• Automatically transforms data based on field mapping.
• Syncs updated data to the destination system.
• Retries sync automatically if it fails.
• Compares modification timestamps to sync the most recent data.
• Treats Dentrix as the source of truth if changes occur simultaneously.