CareStack Integration Beta
This integration is in beta: it is available now and being validated with early practices, so capabilities may expand and details may change.
Connect to CareStack, the all-in-one cloud practice management platform for dental practices and groups. Search patients and read balances in real time, and read appointments, providers and reference data through a unified REST API.
About CareStack
CareStack is a cloud-based, all-in-one practice management platform for dental practices and multi-location groups. Scheduling, patient records, charting, billing, insurance, patient engagement and analytics are delivered as a single browser application, so there is no on-premises server and every location in a group works from one system.
Integration with CRMBridge
CRMBridge connects to CareStack through the practice's own CareStack sign-in via the CRMBridge Integrator; no database access or vendor partner credentials are needed, and nothing is installed on a practice server. Patient search, a patient's full details and their account balance are answered in real time from CareStack at the moment your application asks, while appointments, providers and staff, operatories, procedure codes and the other reference tables are normalized into the same standardized endpoints used for every other practice management system.
The CareStack connector is currently read-only: appointment booking and other write-backs into CareStack are not yet available.
What You Can Access
Real-Time Patient Search
Find a patient by name, phone, email or date of birth and read their full record — address, phones, email, status and provider — live from CareStack at request time.
Live Account Balances
A patient's current account summary and balance read live from CareStack, for collections workflows and balance notifications that are always current.
Appointments
Appointments across the practice's schedule with patient, provider, operatory, duration and status, for reminders, utilisation reporting and open-slot search.
Providers, Staff & Operatories
The provider and staff roster and the practice's operatories, so schedules and production can be attributed to the right clinician and chair.
Procedure Codes & Reference Data
Procedure codes, fee schedules, payment and adjustment types and other reference tables, published for consistent cross-PMS reporting.
API Code Example
1. Authenticate with your CareStack practice
POST https://api.crmbridge.ai/v1/Auth
{
"ApplicationId": "your-app-id",
"BusinessId": "your-business-id",
"ApplicationKey": "your-app-key",
"LocationId": "carestack-practice-main"
}2. Read a patient's balance live from CareStack
POST https://api.crmbridge.ai/v1/live/GetPatientBalance
BusinessID / LocationId / APIToken headers
{ "PatientId": "10442" }
// Response - read from CareStack at request time
{
"Source": "live",
"IntegratorLatencyMs": 810,
"Data": {
"GuardianId": "10442",
"AmountLess30": 120.00,
"AmountBetween30To60": 0,
"AmountBetween60To90": 0,
"AmountAbove90": 0,
"TotalARAmount": 120.00
}
}What You Can Build
Caller Identification for Phone Systems
Look the caller up in CareStack in real time as the phone rings and show the front desk who is calling, their next appointment and their balance before they pick up.
Reminders & Recall Outreach
Drive appointment reminders and recall campaigns from the practice's schedule and patient records, attributed to the right provider and operatory.
Group Reporting
Combine CareStack practices with sites on other systems in one model of appointments, providers and procedures for utilisation and production reporting.
Ready to Integrate with CareStack?
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