Keep the systems your clinic knows.
Find your software, then review the setup with your team.
Clinic systems, business tools, records and portals
Clinic software
Practice and appointment platforms your team already uses.
BoulevardConnection guide for Boulevard
ZenotiConnection guide for Zenoti
Aesthetic RecordConnection guide for Aesthetic Record
PatientNowConnection guide for PatientNow
MangomintConnection guide for Mangomint
VagaroConnection guide for Vagaro
JaneConnection guide for Jane
GlossGeniusConnection guide for GlossGenius
Business tools
Payments, point of sale and business communications.
SquarePayments and point of saleConnection guide for Square
PodiumBusiness communicationsConnection guide for Podium
Patient records
Systems that hold your clinic’s patient and care records.
Athena
eClinicalWorks
Elation
EZDermGlace
Netsmart
TherapyNotes
Zedmed
Insurance portals
Supported payer and portal connections, grouped by brand.
Availity
EyeMed
Pear
UnitedHealthcareProvider portalMember portal
A practical starting point
Choose what to connect first.
Start with the records and tasks your team needs. Review access before enabling actions in a connected system.
- Bring your current setup
Tell us which clinic, payment and messaging systems your team uses.
- Review the available actions
Confirm the records, booking actions and permissions supported by each connection.
- Set the team’s boundaries
Agree on staff handoffs and approvals before enabling the selected workflows.
Bring your software to the demo.
We’ll review the connections and actions your clinic needs.