Supported Integrations

For now, Procedures are only supported for Dentrix, Dentrix Enterprise, and Open Dental.

Procedures are services that are provided for a patient. Each procedure will have a fee value showing how much was charged to the patient and their insurance for the service.

Procedures have four mutually exclusive status values representing their state:

  • treatment_planned meaning that the procedure is planned for a patient sometime in the future
  • scheduled meaning that the procedure has been scheduled for an appointment that has not yet occurred
  • completed meaning that the procedure has been completed and the patient has been charged
  • referred meaning that the procedure has been refferred out to a different practice for treatment
  • inactive meaning that the procedure was removed from the treatment plan or schedule


Body Site

Depending on the health record system procedures additional fields specifying what part of the body the procedure was performed on. These will be surfaced in the body_site field. Notably for dentistry this field contains the tooth and surface.

Procedures Response

  "code": false,
  "description": "Description",
  "error": [
  "data": [
      "id": 11,
      "patient_id": 162,
      "provider_id": 84,
      "appointment_id": 283,
      "code": "D6100",
      "name": "Implant Removal",
      "status": "inactive",
      "body_site": {
      	"tooth": "14",
        "surface": "MOD"
      "fee": {
        "amount": "62.00",
        "currency": "USD"
      "start_date": "2022-06-24",
      "end_date": "2022-06-24"
  "count": 2