Train your AI on Eaglesoft
Connect Eaglesoft (Patterson Dental's practice-management system) so the AI can book in the live schedule, run insurance eligibility, and manage recall and reactivation. Works with the Patterson Eaglesoft API bridge.
Connect once, and Open automatically keeps your AI agent's knowledge up to date. When you update content in Eaglesoft, the changes sync automatically—no manual retraining required.
→syncs to→AI AgentWhat can be synced
Patients — Lookup and identification.
Appointments — Book, reschedule, cancel.
Recalls — Outbound recall campaign management.
Procedures — Procedure-code lookup for proper booking.
Features
- •Live schedule booking — Operatory and provider-aware booking through the Eaglesoft API.
- •Eligibility — Insurance eligibility checks via Eaglesoft eServices.
- •Recalls — Outbound recall calls driven by Eaglesoft recall queries.
- •Charting fields — Custom chart-field updates from call data.
Requirements
- •Eaglesoft 19+ with API bridge enabled
- •Network connectivity between Open and the Eaglesoft server
How to connect
- 1.In Eaglesoft, enable the Patterson API bridge
- 2.Generate API credentials with appointment and patient scopes
- 3.In Open, go to Settings → Integrations → Eaglesoft and provide credentials
- 4.Map providers and operatories
- 5.Test a booking
Good to know
- HIPAA-aligned BAA available
- On-prem Eaglesoft deployments supported
Security: Open only requires read access to your Eaglesoft. We never write, modify, or delete your content. All data is encrypted in transit and at rest. SOC 2 Type II certified and GDPR compliant.
Ready to connect Eaglesoft?
AI Training → Sources → Eaglesoft
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