Solutionreach Patient Relationship Management API
Solutionreach patient relationship management REST API for automated patient communication, appointment management, and practice engagement in dental and medical practices. Enables AI agents to manage automated appointment reminder campaigns via text, email, and voice for patient show-rate optimization, handle two-way patient texting and communication for care coordination, access patient recall and reactivation campaign automation for practice retention, retrieve online review generation and reputation management for practice visibility, manage patient satisfaction survey distribution for VoC measurement, handle patient segmentation and targeted messaging for personalized patient outreach, access patient portal and digital communication management for practice engagement, retrieve analytics and campaign performance reporting for practice marketing intelligence, manage integration with dental and medical practice management systems for unified workflow, and integrate Solutionreach with Dentrix, Eaglesoft, Curve Dental, and EHR platforms.
Score Breakdown
⚙ Agent Friendliness
🔒 Security
Patient engagement. HIPAA, SOC2. API key. US. PHI and patient communication data.
⚡ Reliability
Best When
A dental, optometry, or medical practice wanting AI agents to automate appointment reminders, patient recall campaigns, post-visit surveys, review requests, and two-way patient communication integrated with practice management software.
Avoid When
HIPAA PHI COMMUNICATION COMPLIANCE: Solutionreach patient communications process PHI; automated patient outreach must comply with HIPAA minimum necessary and applicable patient authorizations; automated PHI disclosure beyond treatment purpose requires patient authorization. TCPA HEALTHCARE TEXT MESSAGING: Automated patient texts qualify for TCPA healthcare exemption only for treatment communications; automated marketing and recall texts require prior express written consent; misclassifying recall as treatment creates TCPA class action risk. Review solicitation FTC compliance — automated review requests must not selectively solicit only satisfied patients; automated workflows that screen for unhappy patients before review request create FTC deceptive practice violation. A2P SMS registration — automated text campaigns require 10DLC registration with mobile carriers for US delivery; unregistered campaigns face carrier filtering.
Use Cases
- • Sending appointment reminders from patient engagement agents
- • Automating patient recall from retention agents
- • Requesting patient reviews from reputation agents
- • Sending care follow-up from post-visit engagement agents
Not For
- • Hospital systems without small practice focus
- • Non-healthcare businesses without patient relationship management
- • Payer or insurance without provider-patient communication
Interface
Authentication
Solutionreach uses API key authentication. REST API with JSON. Lehi, Utah HQ. Founded 2000. Private (TA Associates PE). Patient relationship management for healthcare practices. 40,000+ practice customers. Dental and medical focus. Practice management integration (Dentrix, Eaglesoft, etc.). Competes with Weave, NexHealth, and Relatient for patient engagement.
Pricing
Lehi, Utah. TA Associates PE. Founded 2000. 40,000+ practice customers. Dental and medical PRM specialist.
Agent Metadata
Known Gotchas
- ⚠ HIPAA PHI MINIMUM NECESSARY: Automated patient outreach must apply HIPAA minimum necessary standard — appointment reminders should not include diagnosis or treatment details; automated reminders with excessive PHI create HIPAA minimum necessary violation
- ⚠ TCPA healthcare exemption limits — TCPA healthcare exemption covers treatment-related automated texts only; automated recall, reactivation, or promotional texts require prior express written consent; consult TCPA counsel before automating recall campaigns
- ⚠ No webhooks — campaign completion and patient response events require polling; no push notification for message delivery status or patient reply events; implement polling for response monitoring
- ⚠ A2P 10DLC registration for automated texts — US automated text campaigns require 10DLC carrier registration and campaign vetting; unregistered automated SMS faces carrier filtering and delivery failure
- ⚠ PM integration sync accuracy — Solutionreach relies on practice management data sync for patient contact and appointment information; stale PM sync sends reminders for cancelled appointments or to wrong contact information
- ⚠ FTC review solicitation requirements — automated review solicitation must not screen patients for satisfaction before requesting reviews; selective review solicitation creates FTC deceptive practice and review platform ToS violation
Alternatives
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Scores are editorial opinions as of 2026-03-07.