Connect Your Practice Management System to Zonitel
Verify your practice, review supported capabilities, choose a base calendar and prepare SMS reminders. Understand the difference between reading data and write-back.
Connect your practice management system (PMS) to bring supported practice data into Zonitel and prepare calendars and appointment reminders. Available data and actions depend on your software, installed version, licence and plan.
Before you begin
- Have your practice's Practice id (office id) and access to the email address registered in that practice system.
- Open Settings → Integrations → Scheduling & CRM → Practice Management System.
- Select See every system we support to check your software. The catalogue covers dental, veterinary, chiropractic, optometry, medical practice, animal shelter and accounting systems. A listing does not mean every feature is enabled for your office.
Account scope: the connection screen currently supports one practice per Zonitel account. Contact Zonitel before planning multiple offices.
1. Verify and confirm the practice
- Enter the Practice id (office id) and select Send verification code. If you already received one, choose I already have a code.
- Use the code sent to the email address registered in the practice's own system. You cannot choose a different recipient on this screen. Never share the code in a support message.
- Review the practice details under Confirm the office and make sure they match the office you intend to connect.
2. Review what your plan covers
The capability indicators are determined during connection. Before connection, undecided indicators do not mean a feature is unavailable.
Possible groups include patients and contact details; appointments, providers, availability and statuses; and transactions or balances. Only rely on the data sets confirmed for your office. A green read indicator describes the plan's scope; if the practice system refuses a data set, the indicator and related screens may change.
3. Choose calendars and reminders
- Choose the Base calendar. Each practitioner's calendar is copied from this calendar, including hours, settings and assistants. Appointments without a practitioner use the base calendar.
- Choose a Reminder template, or leave No reminders selected. Use Create or edit reminder templates to review message text and timing, then Refresh list if necessary.
- Review the subscription details and all settings before selecting Connect. The button remains disabled until practice verification is complete.
Before enabling reminders: your account needs an approved SMS campaign. Reminders respect STOP/opt-out preferences and use the account's message balance. Each configured reminder window can generate a message.
The initial synchronization includes the next 90 days of the practice's schedule. Review reminder timing before connecting because this can introduce many appointments at once. Past appointments are skipped. Appointments created in the practice system do not receive the booking-time confirmation described on this setup screen.
What can your practice system do?
Open See every system we support and search for your software. Check the green indicators separately: Confirm & cancel and Book new appointments are different capabilities. Two-way only narrows the list to systems with at least one supported write action.
| Examples in the Office catalogue | Supported actions |
|---|---|
| Dentrix, OpenDental, EagleSoft, ClearDent, AVIMark, CornerStone | Confirm/cancel and create appointments |
| AbelDent, DentalVision, PracticeWorks, OpenVPMS | Confirm/cancel; new bookings are not marked supported |
| Sensei Cloud | Create appointments; confirm/cancel is not marked supported |
The catalogue is a compatibility reference, not confirmation that an action is enabled for your account. Your installed version, licence, write-back add-on and enabled options determine what your connected practice can actually do. Creating, rescheduling and changing an appointment's status are separate permissions. A system may support one without supporting the others.
For online bookings, the integration also uses a separate Create online bookings in the practice system setting. A reservation in Zonitel alone is not proof that it was created in the practice system. Verify the result in both calendars.
If the setup notice and the capabilities shown for your connected practice disagree, contact Zonitel to confirm the action before relying on it.
Check the result
- Confirm the connected office and review its available capabilities.
- Compare a known upcoming appointment in the practice system with its calendar placement in Zonitel.
- Review the selected reminder template and message balance before expecting texts. If something is missing, provide support with the system name and a relevant example privately.
Need help?
Call, text or WhatsApp (833) 966-4835, or email info@zonitel.com. Share relevant examples privately; never include passwords or verification codes.