Same WFW dental intelligence. Connected to Eaglesoft instead of Dentrix.
WFW connects directly to Eaglesoft via Patterson's API. Your agents answer calls with actual patient data — appointment times, recall status, treatment plans — pulled live from your Eaglesoft database.
Appointment reminders confirm real times. Recall outreach uses actual treatment history. Every action writes back to Eaglesoft automatically. HIPAA BAA included.
Live Data Flow — Recall Call
HIPAA Business Associate Agreement included
PHI never stored in WFW. All patient data handled exclusively via the secure Eaglesoft API.
Capabilities
What this integration enables.
Three concrete capabilities unlocked by connecting WFW to Eaglesoft. No static scripts — all live data.
Live Data
Appointment Reminders with Eaglesoft Data
WFW queries Eaglesoft for the patient's actual appointment time, provider, and operatory location — then calls with that exact information. No placeholder templates. The agent speaks real data from your Eaglesoft database.
Live Data
Recall Outreach from Eaglesoft Treatment History
WFW reads each patient's last hygiene date and recall-due status from Eaglesoft. Recall calls trigger automatically when a patient crosses the threshold you set — with the actual date and recommended service spoken on the call.
Live Data
Treatment Plan Follow-Up
After a patient receives a treatment plan in Eaglesoft, WFW can call to answer questions, confirm intent to proceed, and schedule the treatment appointment. The agent knows which procedures are proposed and what was discussed.
Data Flow
How it works.
What moves between WFW and Eaglesoft on every patient call.
Patient record resolved from Eaglesoft
Caller ID or spoken name and DOB is matched to a patient record in Eaglesoft via the API. The agent now has appointment history, insurance, recall-due date, and treatment plan status in full context.
Agent answers with live Eaglesoft data
Appointment time, provider name, balance, and next recall date are pulled from the live Eaglesoft record. The agent speaks actual facts about that patient's care — not a static knowledge base built last week.
Actions write back to Eaglesoft
Appointment confirmed? Status updates in Eaglesoft. Recall accepted? New appointment created. Treatment plan follow-up complete? Note added to the patient record. No manual data entry for front-desk staff.
Extraction data available for review
GET /v2/calls/{id}/extractions returns confirmed appointment data, patient intent, and any PHI-adjacent fields — ready for your team to review or feed into downstream workflows.
Use Cases
Before and after.
Real dental workflows transformed by the Eaglesoft + WFW integration.
Before
Staff spending 30–45 minutes each morning calling the next day's Eaglesoft schedule. Most calls go to voicemail. Cancellations surface the morning of.
After
WFW calls every patient 48 hours out using real Eaglesoft appointment data. Cancellations surface early enough to fill the slot from the waitlist.
Before
Recall list in Eaglesoft worked manually — staff cycling through it between other tasks, inconsistent timing, incomplete follow-through.
After
WFW monitors recall-due dates in Eaglesoft and calls automatically when each patient is due. Patients book directly. The list works itself.
Before
Proposed treatment plans accepted verbally and then forgotten. Patients don't call to schedule, staff don't have time to follow up consistently.
After
WFW calls 48 hours after treatment plan presentation. The agent knows which procedures were proposed and answers patient questions about cost, time, and urgency.
Technical Details
Integration specifications.
Connection method, auth, data fields, and HIPAA posture for your compliance team.
| Connection method | Eaglesoft API — REST over HTTPS (Patterson Dental) |
| Auth method | Eaglesoft API key + practice ID stored encrypted in WFW vault |
| Data pulled from Eaglesoft | Patient name, DOB, appointment date/time, provider, recall-due date, insurance status, treatment plan status |
| Data written to Eaglesoft | Appointment status updates, new appointment records, recall completion flags, patient notes |
| Avg API round-trip | 120–200ms — fast enough for real-time voice conversation |
| PHI handling | Never stored in WFW. Held in memory for call duration only. HIPAA BAA required. |
API Endpoints
The WFW endpoints this integration enables.
These /v2/ endpoints become available once Eaglesoft is connected. Trigger recall calls, pull confirmed appointment data, and monitor agent health — all via the WFW REST API.
Full API Reference →Available Endpoints
/v2/calls/initiateTrigger an outbound reminder or recall call using Eaglesoft data
/v2/calls/{id}/extractionsRetrieve confirmed appointment data extracted from the call
/v2/agents/{id}Check agent health and Eaglesoft connection status
Setup
Connect Eaglesoft in three steps.
No middleware. Credentials entered once, HIPAA BAA signed, integration live.
Add Eaglesoft credentials
Enter your Eaglesoft API key and practice ID in WFW admin under Integrations → Eaglesoft. Credentials are encrypted and stored in the WFW vault.
Sign the HIPAA BAA
WFW generates a Business Associate Agreement covering PHI handling for this integration. E-sign in the admin portal in under 2 minutes.
Enable on your agent
Toggle Eaglesoft active on your agent's settings. All calls for that agent will resolve patient data from Eaglesoft in real time from that point forward.
Get Started
Connect Eaglesoft to your voice agents.
Your agents will answer with real patient data from Eaglesoft from the moment the integration is active. HIPAA BAA included. No middleware to maintain.
Connect EaglesoftQuestions? Talk to our team →