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CRMBridge.aiReporting and Dashboards
Production, schedule, recall and claims data in the same shape for every practice, ready for your charts.
The Challenge
Analytics products are easy to demo and hard to roll out, because every practice system stores production, appointments and claims differently. Most of the engineering goes into mapping data, not into the insight.
How CRMBridge Solves It
CRMBridge maps each practice system to one set of fields, so a production chart or a recall report works for every practice without per-system code. Our own timestamps are UTC, and dates from the practice stay in practice-local time.
For quick questions, the opt-in natural language endpoint answers in plain English, and AI assistants can use the analytics tools on the CRMBridge MCP server.
API Workflow
Authenticate
Connect to CRMBridge with your application credentials. Tokens are valid for 24 hours.
POST https://api.crmbridge.ai/v1/AuthLoad production
Read transactions and procedure codes for the period you are charting.
GET https://api.crmbridge.ai/v1/GetTransactions
GET https://api.crmbridge.ai/v1/GetProcedureCodes
Authorization: Bearer {token}Load the schedule
Read appointments and providers to chart utilisation, cancellations and no-shows.
GET https://api.crmbridge.ai/v1/GetAppointments
GET https://api.crmbridge.ai/v1/GetProviders
Authorization: Bearer {token}Load recalls and claims
Read recall and claim records for the hygiene and insurance views.
GET https://api.crmbridge.ai/v1/GetRecalls
GET https://api.crmbridge.ai/v1/GetInsuranceClaims
Authorization: Bearer {token}Ask in plain English
Optional and opt-in per application: send a question and get an answer back.
POST https://api.crmbridge.ai/v1/NaturalLanguageQuery
Authorization: Bearer {token}Request and response fields for every endpoint are in the API docs.
Ready to Build Your Dashboards?
Get started with CRMBridge APIs today. Explore the full documentation or create a free developer account.