Solutionreach API
Solutionreach is an all-in-one patient engagement platform that automates communications and revenue-cycle workflows across dental, eye care, and medical practices, syncing with 400+ PM/EHR systems through its SyncAssure engine. An unofficial API lets you programmatically pull appointments, patients, insurance eligibility, payments, surveys, and recall histories—and push updates like reminders, scheduling write-backs, intake records, and payment requests back into Solutionreach.
What is Solutionreach?
Solutionreach is an all-in-one patient engagement platform that automates patient communications and streamlines revenue-cycle workflows for dental, eye care, and medical practices. Practices use Solutionreach to send appointment reminders and two-way texts, run online scheduling and digital intake, verify insurance eligibility, collect payments, manage recalls, gather patient surveys and reputation reviews, and run automated marketing campaigns—all kept in sync with their practice management and EHR systems through the SyncAssure two-way data engine.
Core product areas include:
- Patient Communications (appointment reminders, two-way texting, batch messaging, automated campaigns)
- Scheduling & Front Office (online scheduling, recall management, patient check-in, digital intake)
- Revenue Cycle (payment technology, insurance eligibility verification, collections messaging)
- Patient Experience (surveys, reputation management, secure documents, video/telehealth)
- SyncAssure Integration Engine (two-way sync across 400+ PM/EHR systems)
Common data entities:
- Patients, Contacts, Demographics, Communication Preferences
- Appointments, Schedules, Reminders, Recalls, Check-ins
- Messages, Conversations, Campaigns, Templates
- Insurance Eligibility, Coverage, Verification Results
- Payments, Invoices, Payment Requests, Balances
- Intake Forms, Surveys, Reviews, Secure Documents
The Solutionreach Integration Challenge
Practices run mission-critical patient outreach and revenue-cycle workflows on Solutionreach daily, but turning portal- and sync-driven processes into API-driven automation is non-trivial:
- PM/EHR sync variability: SyncAssure connects 400+ practice-management and EHR systems—each with its own object model, IDs, and write-back behavior, so generic integrations break across practices
- No public developer API: Solutionreach publishes native integrations and a no-code workflow editor, but full API documentation and credentials are gated behind partnership and account access
- Specialty-specific configuration: Dental, eye care, and medical practices configure reminders, recalls, and intake differently, so field meanings and workflows shift by vertical
- Authentication complexity: Practice and DSO/group logins, role-based access, and multi-location accounts complicate headless automation
- HIPAA and PHI handling: Patient messages, insurance details, and intake data require strict compliance, audit trails, and secure credential storage
- Two-way write-back precision: Reminders, payments, scheduling, and intake write back into the PM/EHR, so updates require careful idempotency and reconciliation
- Multi-location rollups: DSOs and vision/medical groups need data aggregated across locations while preserving per-practice context
How Supergood Creates Solutionreach APIs
Supergood reverse-engineers authenticated browser flows and SyncAssure-backed surfaces to deliver a resilient API layer for your Solutionreach account—across patient communications, scheduling, eligibility, and payments.
- Handles practice, DSO, and group logins with role-based access and MFA securely
- Maintains session continuity with automated refresh and change detection
- Normalizes responses across patients, appointments, messages, eligibility, and payments so you integrate once and rely on consistent objects
- Aligns with HIPAA controls, per-specialty configuration, and multi-location structures for compliant access
Use Solutionreach with AI agents: Solutionreach MCP Server →
Getting Started
- Schedule Integration Assessment
Book a 30-minute session to confirm your specialty, PM/EHR systems, locations, and authentication model.
- Supergood Generates and Validates Your API
We deliver a production-ready Solutionreach adapter tailored to your account configuration and entitlements.
- Deploy with Monitoring
Go live with continuous monitoring and automatic adjustments as Solutionreach evolves.
API Endpoints
Authentication
/authenticateAuthenticate to a Solutionreach account using practice, DSO, or group credentials and MFA, and obtain a session token for downstream calls.
Patient Operations
/patientsList patients and contacts with filters for location, status, communication preference, and last-visit date.
Scheduling
/appointmentsRetrieve appointments, schedules, recalls, and check-in status across one or more practice locations.
Scheduling
/create_appointmentBook a new appointment or write a scheduling update back to the practice management system via SyncAssure.
Eligibility
/eligibilityPull insurance eligibility and coverage verification results for a patient or batch of upcoming appointments.
Payments
/create_paymentSend a payment request or post a payment, returning balances and transaction status for revenue-cycle workflows.
Use Cases
Sync patient and appointment data across PM/EHR systems
- Pull patients, demographics, and communication preferences into a single warehouse - Stream appointment, recall, and check-in events to downstream scheduling and analytics tools - Reconcile records across locations and PM/EHR systems for a unified patient view
Automate patient communications and outreach
- Trigger appointment reminders, recall messages, and campaigns from your own systems - Pull two-way conversation history and survey responses for sentiment and reporting - Route review and reputation events to CRM and marketing workflows without portal clicks
Streamline eligibility and revenue-cycle workflows
- Batch-verify insurance eligibility ahead of upcoming appointments and attach results - Send payment requests and post payments back into billing and PM systems - Surface outstanding balances and collections events to revenue-cycle tools
Power digital intake and front-office automation
- Pull completed intake forms and secure documents into the chart and downstream systems - Write check-in and intake status back to the practice management system - Aggregate front-office activity across DSO and group locations for operational reporting
Technical Specifications
Authentication
Practice, DSO, and group logins with role-based access and MFA handled in a managed session
Connectivity
Authenticated browser flows plus SyncAssure-backed two-way sync surfaces across 400+ PM/EHR systems
Response format
Normalized JSON across patients, appointments, messages, eligibility, and payment objects
Rate limits
Adaptive throttling tuned to your account and location count to avoid platform-side limits
Session management
Automatic session refresh, MFA replay handling, and credential rotation
Data freshness
Near real-time pulls for appointments, messages, and payments with optional scheduled batch syncs
Security
Encrypted credential vault, scoped access tokens, HIPAA-aligned controls, and audit logging
Webhooks
Event-style callbacks for appointment changes, message replies, intake completion, and payment status
Latency
Sub-second reads on cached entities; multi-second writes when posting schedule and payment updates
Throughput
Horizontally scaled workers sized to multi-location DSO, vision, and medical group volume
Reliability
Retry, backoff, and idempotency keys for reminders, scheduling write-backs, and payment transactions
Adaptation
Continuous monitoring of Solutionreach releases and SyncAssure PM/EHR connector changes
Frequently asked questions
Solutionreach exposes native integrations, a no-code workflow editor, and API access for partners, but full developer documentation and credentials are gated behind account and partnership approval. Supergood works against your authenticated account to deliver a stable, normalized API without waiting on that access.
Solutionreach's SyncAssure engine connects 400+ practice management and EHR systems across dental, eye care, and medical specialties. Supergood normalizes data regardless of the underlying PM/EHR, so you integrate once across all your locations.
Yes. Credentials are stored in an encrypted vault, access tokens are scoped, and all activity is audit-logged with HIPAA-aligned controls. PHI in messages, intake forms, and eligibility results is handled under the same compliance posture as the rest of your stack.
Yes. Beyond reads, the API can create appointments, send reminders and campaigns, post payments, and submit intake updates, mirroring the two-way write-backs SyncAssure performs into your PM/EHR with idempotency and reconciliation.
Yes. Data is aggregated across locations while preserving per-practice context, so DSOs, vision groups, and hospital/medical groups can report and automate across their full footprint.