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


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Discover popular templates with Open Dental and Square integration
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Build yourOpen DentalandSquareautomation with AI
Describe what you want to automate in plain English
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
Open Dental is a comprehensive dental practice management software offering features like scheduling, billing, charting, and patient management to streamline dental office operations.
Square provides tools for businesses to accept payments, manage sales, and handle various aspects of business operations through a comprehensive platform.
FAQ
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.
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.
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.
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.
Join large healthcare enterprises using Keragon that are strict with HIPAA-compliance.


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







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