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Integrations

Updated September 30, 2026 · 8 min read

How VitalDesk Connects With Your EHR, PMS, or Clinic Software

VitalDesk can connect with many clinic systems when API access is available. This allows patient requests and scheduling information to move between VitalDesk and the clinic’s existing software instead of staying in separate systems.

What is an integration?

An integration lets VitalDesk securely communicate with an external clinic system, such as an EHR, PMS, scheduling platform, CRM, webhook, OpenAPI, or FHIR-enabled system.

When connected, VitalDesk can send appointment requests, reschedules, cancellations, and callbacks to the external system. It can also read appointments, patients, providers, locations, services, and other scheduling data when supported by the connected system.

VitalDesk also includes a native Tebra/Kareo connector that communicates directly with Tebra’s SOAP API. This is different from the generic custom-integration flow because Tebra has dedicated operations and data mapping inside VitalDesk.

Native Tebra/Kareo integration

Tebra/Kareo is supported through a dedicated native SOAP integration in VitalDesk. A clinic connects with its Tebra Customer Key, username, and password, then selects the Tebra practice that VitalDesk should synchronize.

The connector can read supported Tebra practices, providers, patients, service locations, appointment reasons, and appointments. VitalDesk maps that data into its external-integration records so the AI receptionist and staff workflows can work with synchronized clinic information.

For supported booking workflows, VitalDesk can resolve the matching Tebra patient, configured provider, appointment reason, service location, practice, date, and time, then create an appointment through the Tebra connector. Supported appointment update operations are also implemented.

This is a native technical integration with the Tebra/Kareo API. It does not by itself mean that VitalDesk is an official Tebra partner, certified vendor, or endorsed integration unless VitalDesk explicitly states that separately.

  • Dedicated Tebra SOAP 2.1 connection
  • Tebra Customer Key, username, and password authentication
  • Tebra practice selection inside VitalDesk
  • Provider synchronization
  • Patient synchronization
  • Service-location synchronization
  • Appointment-reason synchronization
  • Appointment synchronization
  • Supported appointment creation and updates

What is the Base URL?

The Base URL is the main API address of the external clinic system. It is not usually the clinic’s public website.

For example, the clinic website may be https://abcclinic.com, while the API Base URL may be https://api.ehrsystem.com. The clinic usually gets this from their EHR vendor, API documentation, developer portal, or support team.

What authentication details may be needed?

The external EHR or PMS provider tells the clinic which authentication method to use. VitalDesk supports API Key, Bearer Token, Basic Authentication, OAuth2 Access Token, and No Authentication for testing or public demo endpoints.

For real clinic data, No Authentication should generally not be used. A secure method such as API Key, Bearer Token, Basic Authentication over HTTPS, or OAuth2 is recommended.

  • API Key: a secret key created by the external system and stored securely in VitalDesk.
  • Bearer Token: a secret access token sent with API requests so the external system can authorize VitalDesk.
  • Basic Authentication: an API username and password provided by the external system.
  • OAuth2 Access Token: a token-based authorization method commonly used by more advanced or enterprise systems.

What is endpoint mapping?

Endpoint mapping tells VitalDesk which API path to use for each type of data. The Base URL is the main domain, and each endpoint path points to a specific workflow.

For example, if the Base URL is https://api.client-ehr.com and the appointment endpoint is /appointments, VitalDesk calls https://api.client-ehr.com/appointments.

  • Appointments: where VitalDesk can read existing appointments.
  • Availability: where VitalDesk can read open time slots.
  • Providers: where VitalDesk can read doctors or providers.
  • Services: where VitalDesk can read service or appointment types.
  • Cancellations: where VitalDesk sends cancellation requests.
  • Reschedules: where VitalDesk sends reschedule requests.
  • Callbacks: where VitalDesk sends callback requests.

Inbound, outbound, and two-way sync

Outbound only means VitalDesk sends data to the external system, such as appointment requests, cancellations, reschedules, and callbacks.

Inbound only means VitalDesk reads data from the external system, such as appointments, availability, providers, and services. Both means VitalDesk can send and read data when the external system supports both directions.

What should clinics ask their EHR or PMS provider?

Clinics can ask their vendor for API access details using simple language: “We want to connect VitalDesk.ai with our EHR or practice management system. Please provide the API Base URL, authentication method, API credentials, and endpoint documentation for appointments, availability, providers, services, cancellations, reschedules, and callbacks.”

Supported system examples

VitalDesk is designed to support integrations with many API-enabled clinic systems, including dental PMS, medical EHR, practice management, scheduling, CRM, webhook, OpenAPI, and FHIR-based platforms when API access is available.

Examples may include systems such as Dentrix, Eaglesoft, Open Dental, Curve Dental, Denticon, CareStack, Athenahealth, AdvancedMD, DrChrono, eClinicalWorks, NextGen, Practice Fusion, SimplePractice, and other clinic platforms where API access is provided.

Tebra/Kareo is different from the generic examples above because VitalDesk now includes a dedicated native SOAP connector for supported Tebra workflows.

Important disclaimer

Integration availability depends on each vendor’s API access, permissions, and configuration. VitalDesk does not claim an official partnership, certification, or endorsement by a third-party vendor unless explicitly stated. Tebra/Kareo is explicitly supported through VitalDesk’s native technical connector, but that technical support should not be interpreted as an official Tebra partnership or certification unless separately announced.

VitalDesk is built for reception workflows.

VitalDesk helps clinics answer, organize, and route patient communication. It does not provide medical advice, diagnosis, treatment guidance, or emergency care.

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