OpenPractice's OpenPM

Integration

EHR & Practice Management

✓HIPAA CompliantNo Code Required

OpenPractice's OpenPM Integration — Connect Your EHR to AI Workflows

Let Cevi's AI agents handle scheduling, intake, billing, and messaging — so your OpenPractice's OpenPM workflows run without staff lifting a finger.

Triggers

Actions

25+

API Endpoints

No-code AI automation

HIPAA, GDPR, and SOC 2 compliant

Visual workflow builder

Full audit trails and access controls

300+ apps, 50+ EHR integrations

Free pilot available

What you can automate with OpenPractice's OpenPM

Automate Patient Intake

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When a patient submits an online form, Cevi automatically creates or updates their record in OpenPractice's OpenPM — no manual data entry, no copy-paste errors.

Appointment Sync & Reminders

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Keep OpenPractice's OpenPM appointments in sync with external calendars and automatically send SMS/email reminders to reduce no-shows.

Insurance Verification on Autopilot

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When a new appointment is booked in OpenPractice's OpenPM, Cevi automatically runs eligibility checks and writes the results back to the patient record.

Clinical Data Routing

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Route lab results, prescriptions, and clinical documents from OpenPractice's OpenPM to the right team members and systems automatically.

Billing & Claims Automation

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When an encounter is completed in OpenPractice's OpenPM, Cevi can trigger claim submission, payment reminders, and revenue cycle workflows.

Two-Way CRM Sync

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Keep patient data synchronized between OpenPractice's OpenPM and your CRM so marketing and clinical teams always work from the same source of truth.

Set up AI agents with

OpenPractice's OpenPM

Discover popular templates with OpenPractice's OpenPM

Patient Intake

Jotform to OpenPractice's OpenPM integration

Sync new patient intake forms to OpenPractice's OpenPM automatically

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Scheduling

OpenPractice's OpenPM to Twilio integration

Send appointment reminders via SMS when booked in OpenPractice's OpenPM

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Patient Intake

GoHighLevel to OpenPractice's OpenPM integration

Create OpenPractice's OpenPM patient records from new GoHighLevel contacts

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Data Sync

OpenPractice's OpenPM to Google Sheets integration

Log OpenPractice's OpenPM appointments to Google Sheets for reporting

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Messaging

OpenPractice's OpenPM to Paubox integration

Send HIPAA-compliant emails when OpenPractice's OpenPM lab results are ready

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Insurance

OpenPractice's OpenPM to pVerify integration

Verify insurance eligibility when a new patient is created in OpenPractice's OpenPM

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Connect OpenPractice's OpenPM with 147+ tools

AdvancedMD

EHR & Practice Management

Athenahealth

EHR & Practice Management

Canvas Medical

EHR & Practice Management

Cerbo

EHR & Practice Management

Charm EMR

EHR & Practice Management

Cliniko

EHR & Practice Management

DrChrono

EHR & Practice Management

Elation

EHR & Practice Management

Epic Systems

EHR & Practice Management

Healthie

EHR & Practice Management

ModMed

EHR & Practice Management

Nextech

EHR & Practice Management

OpenEMR

EHR & Practice Management

Practice EHR

EHR & Practice Management

Ritten

EHR & Practice Management

Welkin Health

EHR & Practice Management

Zenoti EMR

EHR & Practice Management

eClinicalWorks

EHR & Practice Management

Availity

Billing & Revenue Cycle

Candidhealth

Billing & Revenue Cycle

Quickbooks

Billing & Revenue Cycle

Tebra (Kareo)

Billing & Revenue Cycle

Fullscript

Pharmacy & e-Prescribing

Tellescope

Telehealth & Virtual Care

...

Join hundreds of medical practices automating their operational workflows with Cevi

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Explore OpenPractice's OpenPM triggers and actions

Cevi supports 3 OpenPractice's OpenPM triggers and 6 actions

Patient updated

Triggers when a patient is updated

trigger

Coverage updated

Triggers when a coverage is updated

trigger

Appointment created

Triggered when an appointment is created

trigger

Get patients

Retrieves a list of patients

action

Get coverages

Retrieves a list of insurance coverages

action

Get locations

Search for locations using a FHIR compliant query. Search parameters reference: https://hl7.org/fhir/STU3/location.html#search

action

OpenPractice's OpenPM API Capabilities

25+ API endpoints. API Key authentication.

View official API documentation

API Endpoints

25+

Authentication

API Key

FHIR

—

Webhooks

—

Practice Management

Patient scheduling
Registration
Insurance verification
Referral tracking

Billing

Charge entry
Claims submission
Payment posting
AR management

Build your OpenPractice's OpenPM automation with AI

Describe what you want in plain English. Cevi’s AI builds the workflow.

About OpenPractice's OpenPM

EHR & Practice Management

openpractice-openpm

View API documentation

Quick Facts

CategoryEHR & Practice Management

AuthAPI Key

Endpoints25+

FHIR—

Webhooks—

Frequently asked questions

Yes. Cevi is fully HIPAA-compliant with encryption at rest and in transit, access controls, audit logging, and signed Business Associate Agreements (BAAs) for every healthcare customer.

Most OpenPractice's OpenPM workflows can be configured in minutes using Cevi's no-code builder. Complex multi-step automations typically take under an hour. Our team provides hands-on implementation support.

Absolutely. Every workflow is fully customizable — you control the triggers, actions, data mappings, conditional logic, error handling, and scheduling. Build exactly what your practice needs.

Cevi includes built-in retry logic, error handling, and queue management. If a connection fails, workflows automatically retry and alert you. No data is lost.

Yes. Cevi supports both reading data from OpenPractice's OpenPM (patients, appointments, documents, etc.) and writing data back (creating patients, booking appointments, uploading documents). It's a true two-way integration.

Patient management, scheduling, billing, clinical documentation, insurance verification, lab orders, prescription workflows, messaging, and more. See the full trigger and action list above for complete coverage.