Streamline Your Workflow with EMR and PMS Integration

Automate Video Journeys and Enhance Patient Engagement

Managing patient education efficiently is essential for a smooth workflow. But when outreach requires extra manual steps—sending individual emails, logging into multiple systems, or tracking engagement manually—it creates unnecessary inefficiencies.

By integrating Clarity’s Patient Engagement solution with your existing Electronic Medical Record (EMR) or Practice Management System (PMS) communication methods, you can automate educational video delivery, streamline patient follow-ups, and influence conversions to premium offerings—saving time and improving profitability.

Flexible Integration Options

Integration through native, API, web-hooks, and WatchLink makes patient education effortless—without adding complexity to your workflow. Choose the approach that best fits your practice:

1. Direct (native) EMR/PMS Integration – Automates video delivery and engagement tracking through your existing practice management system. Gain insights into patient interactions for targeted follow-ups. See the list below for EMR/PMS systems we directly integrate with.
   
   
2. Indirect (API & web-hooks) Integration – We collaborate with your team to automate report delivery from your EMR/PMS system to our endpoint on a set schedule. This ensures patient journeys are delivered seamlessly—think “set it and forget it.”
   
   
3. WatchLink – The simplest approach. Generate a WatchLink and embed it into your existing appointment reminders. Patients receive the right education exactly when they need it, with no extra steps required.

True Integration: A Connected Practice Workflow

As mentioned earlier, the Clarity Practice Performance System integrates with leading EMR and PMS platforms, ensuring seamless video education delivery within existing patient communication workflows.

Clarity Practice Performance System: EMR/PMS Integrations & Partnerships

(Including, but not limited to, the following platforms)

• ModMed

• Nextech

• AdvancedMD

• Promptly

• Compulink

• Dentrix

• Eaglesoft

• OpenDental

• Dolphin

• Symplast

• NextGen

Through these integrations, Journeys can be sent automatically at the time of appointment scheduling, patient inquiries, or post-visit follow-ups, ensuring that patients receive the information they need at the right time without additional staff effort​.

Benefits of Full EMR/PMS Integration

• Automated Patient Education – Videos are sent based on scheduling or patient interactions.
• Engagement Tracking – Gain insights into which patients have watched video Journeys.
• Timely Follow Up – For SMS Journeys, you can see the name and cell phone of patients who have watched video Journeys in a HIPAA compliant environment..
• Reduced Staff Workload – Enhance your existing email campaigns and reminder workflows without manual effort from your staff.

How Integration Improves Efficiency

1. Automate Patient Follow-Ups

Reduce the need for staff to manually send educational materials. With WatchLink included in appointment reminders or full integration with your EMR/PMS, patients automatically receive relevant videos at key touchpoints—before their visit, post-consultation, or as part of ongoing care​.

2. Enhance Consultation Scheduling

Educated patients arrive at appointments better prepared, leading to more productive conversations and a higher likelihood of conversion to your services. Patients feel more confident about their procedures, helping to streamline scheduling and reduce no-shows​.

3. Save Time and Improve Patient Experience

By eliminating manual steps, practices can focus on high-value interactions instead of administrative tasks. Integration ensures that every patient receives the right information at the right time, without additional effort from staff​.

Tracking Results: The Power of Analytics

Practices that choose full EMR/PMS integration gain access to comprehensive engagement metrics, including:

• Journey Activity Reports – See which videos patients engage with and how often they watch.
• 12-Week Trend Reports – Identify trends in patient behavior and adjust education strategies accordingly.
• Lead Capture Engine – Track individual patient interactions for those who have received a Journey via text message, allowing for targeted follow-ups and improved conversion rates​.

Start Streamlining Your Workflow Today

Integrating Clarity’s Patient Engagement solution into your practice’s workflow is simple, effective, and requires minimal technical setup. Whatever method you choose, your practice and patients will benefit:

• Automated Patient Education – Deliver procedure-specific videos effortlessly.
• Seamless Patient Experience – No logins, no barriers—just one-click access.
• Optimized Staff Efficiency – Reduce manual outreach and focus on patient care.

Already a customer? Contact our team today: support@clarityperformance.com