Integrations
The external services the platform connects to, and what each one needs from you.
Where to find itMenuSettings
AdministratorsSeveral features depend on external services. Connecting them is an administrator task done once, and knowing which service sits behind which feature is what lets you diagnose an outage quickly rather than assuming the platform is broken.
What you can do here
- Understand which feature depends on which service
- Know what your clinic must provide for each
- Diagnose an outage to the right service
- Plan which integrations a new clinic needs
What connects to what
| Service | What it powers | What your clinic provides |
|---|---|---|
| Email delivery | All outgoing patient email, replies, reminders and campaigns. | A sending domain for the clinic. |
| Patient WhatsApp conversations, confirmations and reminders. | A business WhatsApp connection. | |
| SMS | Text messages as a fallback channel. | A messaging account. |
| Card payments | Payment links, instalments and automatic invoice updates. | A payment provider account. |
| MediData | Electronic insurance submission and insurer responses. | Clinic and provider identifiers. |
| Crisalix | 3D face and body imaging in the patient file. | A Crisalix account. |
| AI voice agents | Inbound and outbound AI phone calls. | A phone number for the agent. |
| AI assistant | The Aliice assistant, chat widget and content generation. | Nothing beyond the platform. |
| Meta & Zapier | Live lead capture from ad platforms and other tools. | Access to the ad account or Zapier. |
Diagnosing a problem
| Symptom | Where to look |
|---|---|
| Email is not arriving | Email Reports — check whether the send failed or succeeded. |
| WhatsApp is not sending | The WhatsApp connection. Appointment messages will still go by email. |
| Insurance submissions are not leaving | Settings › MediData Connection, then the MediData submissions view. |
| A payment did not register | The invoice — re-synchronise the payment status with the provider. |
| The 3D tab is empty or missing | The Crisalix connection, and whether 3D is enabled for your clinic. |
| Leads stopped arriving from ads | The Meta or Zapier connection, and Lead Import › Meta & Zapier Leads. |
Note
Automations that call external systems are queued and retried, so a short outage delays rather than loses events.
Security and access
- Credentials for external services are held by your administrator and are never displayed in the interface
- Embedded pages are restricted to approved website domains
- Give each colleague their own account rather than sharing one
- Review who has Admin rights periodically — it is the role that can change everyone else's access
Important
Never send credentials for these services by email or chat. If you believe one has been exposed, tell your administrator immediately so it can be rotated.
Related pages
Last updated September 2025. Screens may differ slightly depending on your plan and role.