Genesis Chiropractic Software + PatientCopilot

What the integration does

Bi-directional integration. Genesis remains your source of truth for clinical notes and scheduling. PatientCopilot layers on AI patient communication, recall, and reviews — writing booked appointments back to Genesis.

What syncs

• Patient list + contact info
• Appointment availability + bookings
• Visit count for recall triggers
• Patient status (active / inactive)

Setup steps

1. Request API credentials from Genesis support (their team enables this per practice).
2. Add credentials in PatientCopilot under Integrations → Genesis.
3. Configure recall triggers (e.g., text patients at 60 / 90 / 180 days since last visit).
4. Verify a test appointment books cleanly in both systems.

Real-world use case

A Genesis practice was sitting on 1,400 lapsed patients with no automated reactivation. PatientCopilot segmented the list by last-visit date and chief complaint, ran a 4-touch SMS reactivation sequence, and booked 47 appointments in the first month — all written back to Genesis.

FAQ

Does Genesis charge for API access?

Check with Genesis directly — pricing for API access varies. The PatientCopilot side is included in all paid tiers.

Can PatientCopilot run recall without the integration?

Yes, via CSV import — but the live integration is far more accurate because it sees real-time visit history.