Patient Engagement
Build better patient communication tools with access to appointment history, treatment records, and imaging results in one platform.
The Challenge
Patients expect modern communication — appointment reminders, treatment updates, and easy self-service booking. But building these tools requires deep integration with practice management systems to access real-time patient data, appointment schedules, and treatment history.
How CRMBridge Solves It
CRMBridge gives you read and write access to the patient journey. Pull appointment history and treatment plans for personalized outreach, create new appointments directly through the API, and subscribe to webhooks to trigger automated messages when data changes.
API Workflow
Authenticate
Connect to CRMBridge with your application credentials. Tokens are valid for 24 hours.
POST https://api.crmbridge.ai/v1/Auth
{
"ApplicationId": "your-app-id",
"BusinessId": "your-business-id",
"ApplicationKey": "your-app-key",
"LocationId": "your-location-id"
}Get Patient Profile
Retrieve the full patient profile including contact preferences and communication details.
GET https://api.crmbridge.ai/v1/Getpatients?patientId=12345
Authorization: Bearer {token}
// Response
{
"CRMPatientId": "12345",
"FirstName": "Jane",
"LastName": "Smith",
"Email": "[email protected]",
"Cell": "(555) 123-4567",
"preferred_communication_method": "SMS",
"First_Visit_Date": "2023-06-15"
}Pull Appointment History
Access past and upcoming appointments to power reminders, follow-ups, and recall campaigns.
GET https://api.crmbridge.ai/v1/GetAppointments?patientId=12345&startDate=2025-01-01&endDate=2026-12-31
// Response
[
{
"CRMAppointmentID": "APT-7001",
"AppointmentDateTime": "2026-04-10T09:00:00",
"AppointmentType": "Cleaning",
"Status": "Scheduled",
"ProviderID": "DR-201",
"AppointmentLength": 60
},
...
]Fetch Treatment Plans
Retrieve treatment plans to send patients personalized updates about recommended and pending procedures.
GET https://api.crmbridge.ai/v1/GetTreatmentPlans?patientId=12345&startDate=2026-01-01&endDate=2026-12-31
// Response
[
{
"TreatmentPlanId": "TP-3001",
"Plandate": "2026-02-20",
"Description": "Crown - Tooth #14",
"Amount": 1200.00,
"ToothNo": "14",
"ProviderID": "DR-201"
},
...
]Book Appointments via API
Let patients self-schedule directly from your app. Create appointments in the PMS and track the writeback status.
POST https://api.crmbridge.ai/v1/CreateNewAppointment
{
"PatientId": "12345",
"ProviderId": "DR-201",
"AppointmentDateTime": "2026-04-15T10:00:00",
"AppointmentLength": 60,
"AppointmentType": "Cleaning",
"Operatory": "OP-3"
}
// Check writeback status
GET https://api.crmbridge.ai/v1/GetWritebackStatus?writebackId=WB-001Real-Time Webhooks
Subscribe to webhooks to trigger automated messages — appointment confirmations, cancellation alerts, and recall reminders.
POST https://api.crmbridge.ai/v1/api/webhooks/subscribe
{
"url": "https://your-engagement-app.com/webhooks",
"eventTypes": ["Insert", "Update", "Delete"],
"tables": ["CRMAppointments", "CRMPatients", "CRMTreatmentPlans"]
}Ready to Build Better Patient Engagement?
Get started with CRMBridge APIs today. Explore the full documentation or create a free developer account.