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Connect 
Open Dental
to
Square

Build HIPAA-compliant automations that sync data across your 
Open Dental
 and
Square
 with AI.

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500+ healthcare companies trust Keragon to build HIPAA-compliant automations in a secure way

Discover popular templates with
Open Dental
 and
Square
 integration

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Build your
Open Dental
and
Square
automation with AI

Describe what you want to automate in plain English

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Explore available triggers and actions

Open Dental

Treatment plans created

Triggers when new treatment plans are created

trigger

Generic trigger

Trigger for opendental events

trigger

Task created

Triggers when a new task is created

trigger

Procedure logs created

Trigger when a new procedure log is created

trigger

Get tasks

Gets a list of all tasks

action

Get ASAP appointments

Retrieves the ASAP list of appointments

action

Update appointment

Updates an appointment

action

Get procedure logs

Retrieves a list of procedure logs

action

Update procedure log

Updates a procedure log

action

Get providers

Retrieves a list of all providers

action

Update patient

Updates a single patient

action

Get appointment

Retrieves a single patient

action

Get task lists

Gets a list of all the task lists

action

Get appointment types

Retrieves a list of appointment types

action

Update insurance subscription

Updates a link between insurance plan to a subscriber (patient)

action

Get insurance plans

Retrieves a list of insurance plans

action

Create appointment note

Appends a new line of text to an existing appointment's note

action

Get clinics

Gets all non-hidden clinics

action

Create planned appointment

Creates a planned appointment for a patient

action

Create patient

Creates a single patient

action

Get insurance subscriptions

Retrieves a list of insurance subscriptions, links of insurance plan to a subscriber (patient)

action

Get treatment plans

Retrieves treatment plans from OpenDental

action

Create insurance subscriptions

Creates a link between insurance plan to a subscriber (patient)

action

Create task

Creates a single task

action

Get patient notes

Retrieves a list of patient notes

action

Get financial aggregates

Retrieves practice financial and production metrics for a specified date range

action

Create procedure log

Creates a new procedure log for a given patient

action

Get patients

Retrieves a list of patients

action

Get users

Gets a list of all users

action

Update patient notes

Updates a patient's notes

action

Create appointment

Creates an appointment for a patient

action

Get appointment slots

Retrieves the available appointment time slots

action

Get appointments

Retrieves a list of appointments

action

Get patient

Retrieves a single patient

action

Square

Payment created

Triggers when a new payment is created

trigger

Customer created

Triggers when a new customer is created

trigger

Invoice created

Triggers when a new invoice is created

trigger

Booking created

Triggers when a new booking is created

trigger

Booking updated

Triggers when a booking is updated

trigger

Custom trigger

Triggers for selected Square events

trigger

Order created

Triggers when a new order is created

trigger

Get bookings

Retrieves a collection of bookings

action

Get team members

Fetches a list of all team members

action

Update subscription

Updates a subscription

action

Create order

Creates an order

action

Find customer

Fetches a registered customer based on filter

action

Pay order

Pays an order

action

Create subscription

Creates a subscription

action

Create customer

Creates a customer

action

Get customer

Gets a specific customer by its identifier

action

Create payment link

Generates a payment link

action

Cancel subscription

Schedules an action to cancel an active subscription

action

Get orders

Gets a list of orders

action

Get locations

Retrieves a list of locations

action

Get booking custom attributes

Gets a list of a booking's custom attributes

action

Find subscription

Fetches a subscriptions based on filter

action

Update team member

Updates a team member

action

Update customer

Updates a specific customer

action

Get catalog object

Gets a single catalog object by ID

action

Get customers

Fetches a list of all registered customers

action

Search invoices

Searches for invoices from a location specified in the filter

action

Get catalog objects

Gets a list of catalog objects

action

Create payment

Generates a payment using the provided source. Charge a card or record a payment that the seller received outside of Square.

action

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Build your
Open Dental
 and
Square
 automation with AI

Free trial account
Dedicated support
No coding required

Open Dental

Open Dental is a comprehensive dental practice management software offering features like scheduling, billing, charting, and patient management to streamline dental office operations.

Square

Square provides tools for businesses to accept payments, manage sales, and handle various aspects of business operations through a comprehensive platform.

FAQ

Is Keragon HIPAA-compliant?

Yes, Keragon is fully HIPAA-compliant. We implement industry-standard security measures including encryption at rest and in transit, access controls, audit logging, and we sign Business Associate Agreements (BAAs) with all healthcare customers.

How long does it take to set up an integration?

Most integrations can be set up in minutes using our no-code workflow builder. Complex custom integrations may take a few hours depending on your requirements. Our team is available to help with implementation.

Can I customize the workflows?

Absolutely. Our workflow builder allows you to customize every aspect of your integrations including triggers, actions, data mappings, conditional logic, and error handling to match your specific needs.

What happens if an API fails?

Keragon includes built-in retry logic and error handling. Failed requests are automatically retried with exponential backoff. You'll receive alerts for persistent failures, and all events are logged for debugging.

Need help setting up your 
Open Dental
 and
Square
 integration?

Work with a certified Keragon solution partner to design, optimize, and troubleshoot your 
Open Dental
 and
Square
 workflows — faster and with confidence.

Hire an expert

Join large healthcare enterprises using Keragon that are strict with HIPAA-compliance.

BAA on all plans
SOC2 Type II security
External Auditors
7-days data retention
CUSTOMER testimonials

Real customers. Real value.

From solo practices, large multi-location clinics and all the way up to NASDAQ-listed digital health companies.

Keragon helps you grow your practice.

"Keragon is been an essential partner as we've grown our practice. The personalized support helped us get systems up and running quickly."

Joey Young

President, Renew Hope and Healing

Keragon is a HIPAA-compliant alternative to Zapier.

“We used Zapier for many of our integrations, but when it came to working with protected health information we had to find a different solution. Keragon has filled that gap really well! Their team has been great to work with and super helpful in getting our integrations up and running!”

Mark Callahan

Head of Engineering, BreatheSuite

I'm not a developer. Keragon set me free!

“Thank you for your response. I started using the demo today; it worked so smoothly... I almost shed a tear. HIPAA Automations.... lovely!!!”

Christian Trujillo

Owner, Diabetes DME

Keragon improves your operational efficiency.

“We’re thrilled to share how Keragon is integral to the success of A Smile for Kids and the safety of our patients’ data. This is especially evident as different, internal ASK systems exchange HIPAA protected information. By using Keragon as a trusted integration platform, we have enhanced our operational efficiency and safeguarded patient data at the highest level!”

Christian Moller-Andersen

Executive Director, A Smile for Kids

Keragon will support you all the way.

“And THANK YOU so much for looking into our zip code issue! It worked! That was a simple fix and now we’re having no problems automating customer creation. I can’t thank you enough for the time and support - we’re absolutely thrilled with how our systems are operating with Keragon. It has truly been a game changer!”

Will McGabe

Director of Social Impact, Hungry Harvest

Keragon is like Zapier for your health care business - only WAY better

“Keragon's support is next level. They take the time to build the connectors and really think through everything with us in a considerate, professional way. We chose our 2.0 tech stack based on software that play nice with Keragon, and that was a really good idea. I feel excited because we now can constantly incrementally improve our operations, and Keragon is the behind the scenes driver of that growth!”

Kevin Bundy

CEO, Alive IV and Wellness

Very easy to use and powerful!

“Keragon is great, but the support is even better. Support is incredibly fast, and you can jump on screen shares for help when needed - this is unheard of. I would highly recommend Keragon for any healthcare organization, big or small, that is looking to connect their systems and automate their workflows using a very intuitive yet super powerful solution. ”

Lesley Van De Mortel

CEO, Lez Van De Mortel Ltd

HIPAA Compliant Zapier & More!

“I like how easy it is to build complex EMR integrations with Aesthetix CRM. Using the Keragon connectors, we have now integrated multiple EMRs, including ModMed. We are excited about the future of building HIPAA-compliant integrations for our customers with Keragon.”

Eric Dunn

CEO, Aesthetix CRM

Huge time saver

“We use a few different systems which leads to a lot of repeating the same steps in each platform. Keragon automated a lot of this for us. Now we can enter information in one place and it will update/add in every platform. The Keragon setup is not easy, but the support is great. I'd highly recommend to practices who use different platforms for patient care.”

Andrew Housholder

MD/Owner, The Morning Sickness Clinic

Fast Scaling Startup Nails Healthcare Automations

“Keragon successfully recreates a similar UI/UX and workflow to other top automation platforms like Zapier and IFTTT. The key difference is that it's one of the few that is HIPAA compliant across a wide range of tools. The team there has done a great job prioritizing the right features. As an automations consultant, I'm able to create the majority of the workflows I need, and find reasonable workarounds (such as using webhooks) to create the rest of them.”

Alvin Liang

Automations Specialist, Integrative NPS