All Use Cases

DSO Data Consolidation

Unify patient records, imaging, and analytics across multiple practice locations. Get a single source of truth for your entire organization.

The Challenge

Dental Service Organizations manage dozens or even hundreds of practice locations, each running its own practice management system. Patient data, appointment schedules, financial records, and provider information are siloed across locations, making it nearly impossible to get a unified view of the organization.

How CRMBridge Solves It

CRMBridge provides a single API layer that normalizes data from every PMS across all your locations. Authenticate once per location, then aggregate patients, appointments, providers, and financials into your centralized data warehouse or analytics platform.

API Workflow

1

Authenticate Per Location

Each practice location has its own credentials. Authenticate to get a token valid for 24 hours.

POST https://api.crmbridge.ai/v1/Auth

{
  "ApplicationId": "your-app-id",
  "BusinessId": "your-business-id",
  "ApplicationKey": "your-app-key",
  "LocationId": "location-001"
}
2

Pull All Practices

Retrieve the list of practices to map locations across your organization.

GET https://api.crmbridge.ai/v1/GetPractices
Authorization: Bearer {token}

// Response
[
  {
    "CRMPracticeId": "P-101",
    "PracticeName": "Downtown Dental",
    "Address": "123 Main St",
    "City": "Austin",
    "State": "TX"
  },
  ...
]
3

Aggregate Patient Records

Pull patient data from each location and deduplicate across practices to build a unified patient registry.

GET https://api.crmbridge.ai/v1/Getpatients
Authorization: Bearer {token}

// Response includes demographics, insurance, and provider info
[
  {
    "CRMPatientId": "12345",
    "FirstName": "Jane",
    "LastName": "Smith",
    "DOB": "1985-03-15",
    "Email": "[email protected]",
    "PrimaryInsuranceName": "Delta Dental",
    "PrimaryProviderId": "DR-201"
  },
  ...
]
4

Sync Appointments & Financials

Pull appointments and transactions across locations for organization-wide scheduling and revenue analytics.

GET https://api.crmbridge.ai/v1/GetAppointments?startDate=2026-03-01&endDate=2026-03-31
GET https://api.crmbridge.ai/v1/GetTransactions?startDate=2026-03-01&endDate=2026-03-31
GET https://api.crmbridge.ai/v1/GetProviders
5

Subscribe to Real-Time Updates

Use webhooks to keep your data warehouse in sync without polling. Get notified when patients, appointments, or transactions change.

POST https://api.crmbridge.ai/v1/api/webhooks/subscribe

{
  "url": "https://your-dso-platform.com/webhooks/crmbridge",
  "eventTypes": ["Insert", "Update"],
  "tables": ["CRMPatients", "CRMAppointments", "CRMTransactions"]
}

Ready to Consolidate Your DSO Data?

Get started with CRMBridge APIs today. Explore the full documentation or create a free developer account.