PatientLoop CareStack integration — CareStack, cloud to cloud
PatientLoop connects natively to CareStack. Schedules, patients and production stay in sync without a utility on anyone’s machine, which suits the practices and groups that chose a cloud PMS precisely so they would not have to run servers.
How the CareStack connection works.
A native cloud connection
Both systems are cloud-based, so they talk to each other directly. There is no server in the middle and no utility for anyone to install or maintain.
Schedules, patients and production, in sync
The connection keeps the things that matter for attribution aligned, rather than snapshotting them and drifting between exports.
Works the same for one site or several
Single practices and multi-location groups connect the same way, so growing does not mean revisiting how the integration works.
What connecting CareStack actually unlocks.
Attribution tied to completed visits
Marketing performance is measured against appointments that actually happened, not leads that looked promising.
Automation without local infrastructure
Review requests, recall and nurture run off live appointment events, with nothing deployed on site to keep alive.
Reporting that matches the schedule
Numbers come from the same source your front desk is already working in.
Is anything installed on our machines?
No. CareStack is a native integration and both systems are cloud-based, so the connection is cloud to cloud with nothing to install or maintain locally.
Does it work for multi-location groups?
Yes. The connection supports practices and groups, so locations can be connected individually and reported on together.
How long does setup take?
Most practices connect the same day. Data typically begins populating within a couple of hours, with the full initial sync completing shortly after.
What data does PatientLoop read?
The appointment, patient and production data needed to attribute revenue and trigger your automations. We limit access to exactly that, encrypt it in transit and at rest, and sign a Business Associate Agreement.
Other systems we connect
PatientLoop connects to 40+ dental practice management systems. See the full compatibility list.
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