Open Practice (OpenPM) Integration
Learn how to synchronize patient demographics, clinical insurance policies, and provider schedules between Open Practice and Intelligent Office Suite.
Overview
Open Practice (OpenPM) is a comprehensive practice management and electronic medical records platform. Connecting your OpenPM account enables bidirectional data exchange, ensuring provider rosters, patient demographics, and appointment availability are always up to date across all clinic locations.
Synchronization Details
- OAuth2 Client Credentials: Secure token generation with automated token refresh cycles.
- Patient Demographics & Insurances: Automatic demographic matching and payer policy validation during referral creation.
- Live Appointment Availability: Direct query of open scheduling slots to eliminate double-booking.
- Instant Connectivity Test: Real-time API authentication testing from the integrations dashboard.
Connecting Open Practice
To configure the Open Practice integration in Intelligent Office Suite:
1. Gather API Credentials
Contact your Open Practice administrator or log into openpractice.net to obtain your Base URL, Client ID, and Client Secret.
2. Save in Integrations Settings
Go to Settings > Integrations, click Connect on OpenPM, enter your credentials, and click Test Integration to verify token generation.
Developer Documentation
For complete API endpoint specifications and data models, check the official Open Practice API Documentation.
Data Synchronization Flow
How OpenPM coordinates patient care data with Intelligent Office Suite:
1. Patient Profile Sync
When a patient registers or updates their record in OpenPM, demographics and contact information are automatically matched or created in OfficeSuite.
2. Insurance & Coverage Verification
Active insurance payer IDs, policy numbers, and copay requirements are validated during referral intake and check-in workflows.
3. Live Schedule & Calendar Alignment
Appointment rosters and provider schedules remain synchronized to support AI Attendant scheduling and front desk triage.