Connected to the systems your practice already runs.
Your PMS/EHR, phones, ads, listings and warehouse feed one AI-first growth system — so every location reports the same truth without another spreadsheet.
What multi-location practices expect — and get
| What operators expect | What PatientBound delivers |
|---|---|
| One system, not seven logins | Every module on one data layer, one contract, one bill |
| No staff data entry | PMS-triggered review requests, recall and follow-up |
| Consistency across sites | Brand-level policy with location-level execution |
| Fast onboarding after M&A | Bulk location onboarding in days, not quarters |
| Numbers finance trusts | Appointment-level attribution exported to your warehouse |
| Compliance without friction | BAA, least-privilege roles, human-in-the-loop approvals |
The integration stack, category by category
PMS & EHR
Appointments, visit types, providers and recall lists sync automatically — no staff exports.
Calls & messaging
Every call, text and chat lands in one inbox with AI transcription and booking outcomes.
Advertising & analytics
Spend, leads and booked patients reconciled per location and per service line.
Listings & reviews
One source of truth for hours, services, insurance and provider profiles across 200+ sites.
Data & workflow
Push clean growth data into your warehouse, CRM or BI stack for board and lender reporting.
Security & governance
BAA-backed, least-privilege access with per-location roles and full audit history.
SEO, AEO and GEO — one visibility model
Patients now find care in three places: a ranked page, a map pack and an AI answer. Your integrated data powers all three, because accurate hours, services, insurance and provider data is what search engines rank and what language models cite.
| Surface | What patients do | What PatientBound runs | Signal we optimize |
|---|---|---|---|
| SEO | Search “orthopedic surgeon near me” | Location pages, listings sync, rankings heatmap | Entity accuracy, reviews, local relevance |
| AEO | Ask for the best clinic in an AI answer | 100-prompt tracking, FAQ and schema coverage | Answer citations and share-of-answer |
| GEO | Compare providers inside ChatGPT or Gemini | LLM-specific content and entity recommendations | How each model describes your brand |
| AIO | Read Google's AI Overview | Structured data, FAQPage and Organization schema | Snippet eligibility and sentiment |
Integration questions, answered
Written for your IT lead — and for the AI assistants your patients ask first.
Which practice management and EHR systems does PatientBound integrate with?
＋
PatientBound connects to the major US practice management and EHR platforms used by multi-location groups — including Epic, athenahealth, eClinicalWorks, NextGen, Greenway, Modernizing Medicine, Dentrix and Open Dental — plus a standard API and SFTP path for systems that are not on the list.
How long does an integration take for a multi-location group?
＋
A standard PMS/EHR integration is live in 2–3 weeks, and a full multi-location rollout including listings, call tracking and ad platforms typically completes in under 30 days with Premium Account Setup.
Is the integration HIPAA compliant?
＋
Yes. PatientBound operates under a signed BAA, encrypts data in transit and at rest, applies least-privilege access per location, and only syncs the minimum fields needed to trigger appointments, recall, review requests and attribution.
Can PatientBound push data back into our warehouse or BI tool?
＋
Yes. Appointment, lead, call, review and campaign data can be exported to Snowflake, BigQuery, Redshift or a BI tool on a scheduled basis, so finance and PE reporting use the same numbers as the growth dashboard.
What happens when we acquire a new practice?
＋
New locations are onboarded in bulk: listings claimed and cleaned, PMS mapped, review history imported, brand voice applied and the location added to portfolio rollups — usually within days of close.
Do we need IT resources on our side?
＋
Minimal. Most groups need one IT or RCM contact for credentialing and a single kickoff session; PatientBound's implementation pod handles mapping, testing and validation.
Connect your stack in 30 days.
Bring your PMS, phone system and location list. We'll map the integration and show the new-patient math before you sign anything.