Connecting your practice management software (PMS) lets bookings flow into your existing diary and patient records. Once connected, the Availability menu in the sidebar disappears (we use your PMS as the source of truth) and bookings are written into your PMS automatically.
We currently offer self-serve setup for two systems:
- Praktika
- Core Practice
If you use a different PMS, see My software isn't listed in the wizard.
What you'll need
- An admin account at this practice.
- The credentials or access required by your PMS — see the per-software article below.
Steps
- In the sidebar, go to Setup → Integration.
- Click Configure Integration in the top-right.
- Click the Software field and pick your PMS from the dropdown. The dropdown only lists software we support out of the box.
- The page now shows two tabs:
- Existing Connection — pick this if your organisation already has a connection to this PMS at another practice and you want to reuse it.
- New Connection — pick this if this is your first time connecting this PMS.
- Follow the per-software article for the rest:
Tips & things to watch for
- Setting up an integration is a meaningful change to how your practice works inside the portal. Read What changes when you're connected to a PMS before you connect, so you know what to expect.
- Only an admin can configure an integration.
- Each practice connects independently — even if they're in the same organisation. The "Existing Connection" tab is the way to share one underlying PMS connection across multiple practices.
Comments
0 comments
Please sign in to leave a comment.