Connect NextGen Office

Sign in with the vendor — no credentials stored.

  1. 1Choose PMS
  2. 2Connect
  3. 3Import offices
  4. 4AI receptionist
NextGen Office
OAuth 2.0 · cloud-to-cloud
NextGen uses Global Service Account (GSA) auth on top of OAuth 2.0. The site ID determines which environment your app talks to — make sure to use your production site ID, not a test one.

GSA tokens expire every hour and there are no refresh tokens — we re-auth automatically.

You'll be asked to authorize the following on the NextGen Office login screen:
  • · Read your appointment schedule
  • · Look up patients by name, phone, or DOB
  • · Read recall dates and insurance on file
  • · Create new appointments in operatories you assign
  • · Create new-patient records when the caller opts in
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