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Integrating Your Practice Management System with SurgicalPerformance

SurgicalPerformance can be integrated with your Practice Management System (PMS) to streamline your workflow and reduce double data entry.

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Written by Support Team
Updated over a month ago

This is achieved through our API feature, which allows your PMS to pass basic patient details directly into a new SurgicalPerformance case.

✅ What’s Possible

SurgicalPerformance offers an integration feature (via API) that enables supported practice management systems to create new SurgicalPerformance cases with basic patient information pre-filled. This reduces the need to manually re-enter data you’ve already captured in your PMS.

For example, Genie provides a button that launches SurgicalPerformance directly from the patient record screen. You can see how that integration works here:

🔗Using Genie to add a record in SurgicalPerformance

⚙️ How It Works

  • SurgicalPerformance provides its API documentation free of charge to PMS developers.
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  • Our team will also configure the integration from our side to ensure compatibility.
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  • The interface uses standard web API technologies, making it relatively straightforward for any modern PMS to implement.
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  • In some cases, your PMS may already have this capability available and simply need to enable and configure it for your system.
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⚠️ Challenges to Be Aware Of

  • Not all PMS platforms currently support this type of integration. Implementation depends on their technical capability and development priorities.
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  • Some PMS vendors may charge a licensing fee to enable the integration (SurgicalPerformance does not charge for our side of the interface).
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  • Integration often requires coordination with the PMS developers, which can take time based on their availability.
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  • If we don’t yet have a relationship with your PMS provider, we may need your help making an introduction to ensure the request is prioritised.
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📋 Current Integration Status

Practice Management System

Status

Genie

✅ Integration available to all users

Gentu

❌ Capability not currently supported (let Gentu know you'd like this feature!)

Xestro

⚠️ Capability available – requires a licensing fee paid to Xestro

Integrating your PMS with SurgicalPerformance can help you save time, reduce admin overhead, and ensure smoother data entry across your systems. While we’re happy to support the integration on our side, it often requires collaboration with your PMS provider to make it happen. If you're interested in getting started, we encourage you to contact your PMS vendor and reach out to us — we’re here to help make the process as seamless as possible.

Still have questions? Contact our support team at [email protected] and we’ll be happy to assist.

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