10 EHR & PMS integrations
It writes into your system, not a spreadsheet.
A booking is only real when it lands in your schedule. Casey reads your live availability and writes confirmed appointments back — respecting provider, operatory, and appointment-type rules.
Epic
Medical EHR
Scheduling, chart write-back, telephone encounters
athenahealth
Medical EHR
Two-way scheduling and patient record sync
eClinicalWorks
Medical EHR
Appointments, refills, and documentation
NextGen Healthcare
Medical EHR
Appointment scheduling and chart write-back
Practice Fusion
Medical EHR
Appointment booking and chart updates
Dentrix
Dental PMS
Operatory-aware booking and hygiene recall
Dentrix Ascend
Dental PMS
Cloud scheduling and recall automation
NexHealth
Dental PMS
Real-time availability and instant booking
Curve Dental
Dental PMS
Scheduling, recall, and patient records
Open Dental
Dental PMS
Full read/write scheduling integration
No match. We add integrations on request — tell us what you use.
Your phone system already works. We forward your existing number, so Casey sits behind whatever you use today — RingCentral, Twilio, Zoom Phone, 8x8, Vonage, Dialpad, Nextiva and 3CX included.
Read and write
What "integrated" actually means here.
A lot of products in this category can read your calendar. Far fewer can write to it correctly.
Casey reads
- Live provider and operatory availability
- Appointment types and their real durations
- Existing patient charts and contact details
- Current medication lists for refill requests
- Insurance and plan details already on file
- Recall and overdue-patient lists
Casey writes
- Confirmed appointments, respecting all scheduling rules
- Reschedules and cancellations with reason codes
- New patient charts with demographics and insurance
- Structured telephone encounter notes
- Refill requests routed to the provider queue
- Updated contact details and communication preferences
Using something not on this list?
We add integrations regularly, and we will tell you honestly whether yours is a two-week job or a two-month one.
20-minute demo
See Casey answer a call using your scheduling rules.
No slide deck. We dial in, you listen, and you ask it the awkward questions your patients would.