Open Dental Connector

1. Feature Overview

Open Dental is a comprehensive dental practice management software. LeadSquared’s no-code Open Dental connectors syncs leads and activities (appointments) between your Open Dental and LeadSquared accounts.

Note:

  • This connector is currently only available for healthcare domain customers in the US.
  • Depending on your use case, install and configure any or all of the following Open Dental connectors –
    • OpenDental Lead Sync – Uses patients in your Open Dental account to periodically create and update leads in your LeadSquared account.
    • OpenDental Create Patient – Uses leads in your LeadSquared account to create and update patients in real-time in your Open Dental account.
    • OpenDental Create Appointment – When you post a Docs Appointment activity on a lead in your LeadSquared account, then these activity details are automatically captured and created as an appointment in real-time in your Open Dental account.

OpenDental LeadSquared

 

2. Prerequisites

  • You must be the Administrator of your LeadSquared account to install and configure this connector.
  • This is a paid connector. To enable it, reach out to your account manager, or write to support@leadsquared.com.

 

3. How it Works

This is a simple, out-of-the-box connector that doesn’t require an elaborate setup process. Once the connector access is enabled on your account, install the connector. This completes the connector set-up and leads/patients and activities will be synced between Open Dental and LeadSquared.

 

4. Install the OpenDental Connector(s)

Note: The steps listed below are the same for the following connectors –

  • OpenDental Lead Sync
  • OpenDental Create Patient
  • OpenDental Create Appointment

We’ve used the OpenDental Lead Sync connector to demonstrate the installation process.

  1. Navigate to Apps>Apps Marketplace.
  2. Search for OpenDental Lead Sync, and click Install.
    • Alternatively, you can find the connector on the left panel, under Lead Capture.
  3. Once installed, hover your cursor over , and click Configure. On the Configure Open Dental screen, you can ignore the Connector Access tab, and directly click Save Details. This completes the connector set-up process.

Note:

  • Only Admin users can install the connector.
  • You do not have to provide Connector Access for any of your users. Once installed, by default, all your users will be able to create and view leads and activities through this connector.

OpenDental LeadSquared

 

5. Create Leads

If you’ve installed the OpenDental Create Patient connector, the leads you create in LeadSquared are created as patients in your Open Dental account. To know how to create leads, refer to How to Create Leads.

 

6. View Leads

If you’ve installed the OpenDental Lead Sync connector, to view the leads captured in your LeadSquared account –

  1. Navigate to Leads>Manage Leads.
  2. Click on a lead that’s been captured/updated from your Open Dental account.
  3. On the Lead Details page, you can view the lead’s information.
Note: To configure the lead source for the leads captured through this connector (e.g., Open Dental, Healthcare leads, etc.), contact your account manager, or write to support@leadsquared.com.

OpenDental LeadSquared

 

7. Post an Activity

If you’ve installed the OpenDental Create Appointment connector, you can sync the appointment activity from LeadSquared to your Open Dental account. To do this, you must post a Docs Appointment activity on the lead. To know how to add an activity, refer to Add Activities.

OpenDental LeadSquared

 

Any Questions?

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