All Use Cases

Recall and Reactivation

Find patients who are overdue for recall or have treatment that was planned but never scheduled, and bring them back in.

The Challenge

Every practice has patients who are overdue for a check-up and treatment plans that were accepted but never booked. The information is in the practice system, but working it by hand rarely gets done.

How CRMBridge Solves It

CRMBridge exposes recalls, treatment plans and appointment history in one shape for every supported system, so your product can build the outreach list the same way for each practice.

When a patient replies, book them straight into the schedule through the same API.

API Workflow

Authenticate

Connect to CRMBridge with your application credentials. Tokens are valid for 24 hours.

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

Find overdue recalls

Read recall records and pick out the patients whose due date has passed.

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

Find unscheduled treatment

Read treatment plans and compare them with upcoming appointments.

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

Get contact details

Fetch the patient record for the people on your list. The LastVisitFrom and LastVisitTo filters narrow it to patients who have not been seen recently.

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

Book the visit

When the patient answers, offer open times and write the appointment back.

POST https://api.crmbridge.ai/v1/AvailableSlots
POST https://api.crmbridge.ai/v1/CreateNewAppointment
Authorization: Bearer {token}

Request and response fields for every endpoint are in the API docs.

Ready to Bring Patients Back?

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

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