Practice management integrations

Promptly, connected to
your practice software.

Your patients and appointments already live in your practice management system. Promptly plugs right in — syncing everything automatically so your texting, reminders, and recall run off real, up-to-date data. No more CSV imports.

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Available now

Open Dental

Two-way sync of patients, appointments, and providers. Powers appointment reminders and recall texts from your live schedule, and writes confirmations back to Open Dental.

Explore the Open Dental integration →
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Use a different system?

Promptly's integration engine is built to add new practice management systems quickly. Tell us what you use and we'll let you know when it's ready.

Request your system

One connection, every feature gets smarter

When Promptly reads your real schedule, everything runs on autopilot — accurately.

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Automatic two-way sync

New and updated patients and appointments flow into Promptly every few minutes. Your practice software stays the single source of truth.

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Reminders & recall on real data

Appointment reminders and recall/recare texts fire off your actual schedule — so the right patients get the right message at the right time.

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Confirmations write back

When a patient replies to confirm, Promptly updates the appointment in your practice software automatically — no double entry.

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No more CSV imports

Stop exporting spreadsheets to keep contacts current. Once connected, your patient list maintains itself.

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Appointment context in every chat

Open a conversation and see the patient's next appointment, provider, and recent visits — right in the thread.

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Secure by design

Credentials and sensitive patient details are encrypted, and syncs are logged so you always know what happened and when.

Why an integration changes everything

Promptly is a business communication platform built to grow revenue, and an integration is what turns it from a texting tool into an automatic revenue engine. Most texting products treat your patient list as a static file you have to keep updating by hand. Promptly works the opposite way: it connects directly to your practice management system, reads your live schedule, and keeps everything in sync on its own. That single connection is what makes appointment reminders, recall, confirmations, and two-way conversations accurate enough to actually run on autopilot.

When your communication runs on real, current data, every message goes to the right person about the right visit at the right time. That accuracy is the difference between a reminder system your team trusts and one they have to double-check — and it's the difference between recovered revenue and missed opportunities.

Open Dental — available now

Our first and deepest integration is with Open Dental, one of the most popular practice management systems in dentistry. Promptly connects to the Open Dental API and continuously syncs patients, appointments, and providers — new bookings, reschedules, and cancellations all keep up automatically. Appointment reminders and recall texts run off your live Open Dental schedule, and when a patient confirms by text, the confirmation writes straight back into Open Dental. Open Dental stays your single source of truth; Promptly simply makes it talk to patients.

The result for a dental office is fewer no-shows, a fuller hygiene schedule, faster confirmations, and a front desk that isn't chained to the phone. You can explore the full Open Dental integration here.

Built to add more systems quickly

Behind the scenes, Promptly is built on a flexible integration engine designed to connect to new practice management and business systems without reinventing the wheel each time. The same framework that syncs patients, appointments, and providers, sends reminders and recall, and writes confirmations back to Open Dental can be pointed at other systems — so as we add connectors, every Promptly feature immediately gets smarter for those offices too.

If you use a different system, tell us what it is. Knowing which platforms our customers rely on is exactly how we prioritize what to build next, and we'll let you know the moment your system is ready to connect.

Communication focused on revenue

Everything Promptly does through an integration points at the same outcome: more booked, kept, and repeat appointments. That's what we mean by business communication focused on revenue — not messaging for its own sake, but conversations engineered to protect and grow the income your practice already generates. Connect your practice software once, and Promptly turns the everyday communication you're already doing into a reliable engine for a fuller schedule and steadier revenue.

The advantage compounds because every Promptly feature reads from the same connection. Your appointment reminders run off real appointments, recall reaches exactly the patients who are due, confirmations write back so your front desk never re-keys anything, and every two-way conversation opens with the patient's real appointment history already in view. One integration doesn't just power one feature — it makes the entire platform smarter, more accurate, and more valuable, which is exactly why it's the foundation everything else is built on.

No more CSV imports, ever

One of the most tedious parts of any texting or reminder tool is keeping the contact list current — exporting spreadsheets, cleaning up duplicates, and re-uploading every week. An integration eliminates that work entirely. Once you connect, your patient list maintains itself: new patients appear automatically, updated phone numbers and appointments flow in on their own, and nobody has to remember to run an export. Your team gets accurate patient communication without the busywork, and you never have to worry that a reminder went to a stale number or missed a patient who booked yesterday.

Connect your practice software in minutes.

See the Open Dental integration in action and put your reminders, recall, and confirmations on autopilot.