Welcome to the guide for setting up your OpenDental integration with the Patient Rewards Hub. This integration allows you to seamlessly import patient records creating a Hub profile and keep statuses in the Hub up to date. Follow the steps below to get started!
Prerequisites:
- Admin rights in Patient Rewards Hub
- Admin rights in OpenDental
Connect
In the Hub, go to Settings ⚙️>Integrations>OpenDental.
Click Connect to get started.
Copy & Paste API Key
Go to your main OpenDental computer and navigate to Setup > Advanced Setup > API > Add Key.
Go back to the Patient Rewards Hub and copy the PracticeGenius API Key and paste it in OpenDental.
Click OK and then Save.
Enter Computer Name
Go to your main OpenDental computer. Navigate to: Windows > Start > Settings > System > About > Device Specifications > Device Name
Copy the name of the main Open Dental Computer and paste in the Hub. Click Connect.
Schedule Sync
The initial sync will transfer your patient data, including patient profiles and treatment statuses, from OpenDental to the Hub. After this initial sync, the Hub will automatically stay in sync with OpenDental, updating in real-time whenever changes are made. Choose when to start the sync and click SCHEDULE SYNC.
Once the sync is scheduled, you'll receive a confirmation message.
The process may take anywhere from 5 minutes to over 30 minutes, depending on the size
of your data and connection speed. Please revisit later for updates. To ensure accuracy, avoid altering or adding new member records in the Hub until the import process is fully complete.
You'll receive an email alert once your sync is complete.
Sync Status
At anytime you may navigate to the Integrations page to check the Status and Last Sync Date. Below are the 3 statuses you'll see:
Active= data is currently syncing over
Inactive = no new or updated data syncing from the software in more than 2 days
Stalled = no new or updated data syncing from the software in more than 2 weeks
The Inactive status is normal if your office has been closed over a long weekend or holiday. However, if you have been actively seeing members and no data is syncing, please reach out to us at support@culturello.com.
Tag Mapping
Once the initial import of data from OpenDental is complete, you'll receive an email alert to set up your Tag Mapping or you may navigate directly to Settings ⚙️>Integrations>OpenDental>Tag Mapping.
When a status changes in OpenDental, it updates in the Hub too. This helps the Hub personalize content and permissions and makes workflows automatic. Before you complete your tag mapping, be sure that your Groups and Tags are set up correctly.
On the left, you will find statuses pulled in from OpenDental. Click the dropdown button to the right to search or type for the appropriate Hub tag.
Please note, whenever a new status is added in OpenDental, you'll need to come into the Hub to map that new status accordingly.
Import Failures
If you aren't able to find a member in your Hub, the chances are they didn't sync over due to data within OpenDental.
Please go to Settings ⚙️>Integrations>OpenDental>Import Failures. From here, you'll see the name of the member and what error kept them from syncing.
Once the error is corrected in OpenDental and the new data saved, the patient information will automatically sync over.
Add Hub Button
Please click here for step by step instructions on adding a convenient button in OpenDental to quickly open Patient Rewards Hub for the patient you're viewing.
💡 What’s Next?
Now that your OpenDental integration is live, you’re officially set up to connect more seamlessly. You’ll see a Hub button in each patient’s chart—click it to jump directly to their profile, award points, and take further actions with ease.
Here’s how to activate meaningful engagement inside the Hub—and set up your entire experience for success:
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Automate & Accelerate
Trigger points and nudges automatically. Celebrate on-time visits, milestones, and more with Hub automations. -
Tag Smart = Act Smart
Mapped tags from OpenDental fuel the personalization engine in your Hub. The better your tagging, the more your content, rewards, and campaigns feel intentional and individualized.
🎉 Build the Full Hub Experience
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Launch a Contest
Contests are a high-impact way to boost participation. Whether it's “Ortho Trivia" or the interactive "Where in the World" contest, playing turns compliance into fun and community engagement into momentum. -
Create Reward Offers
Make sure your prize offerings are numerous and exciting. The right mix of gift cards, experiences, and practice swag keeps motivation high and behaviors consistent. -
Enable Referral Mode
Activate referral campaigns that make it easy for patients (and parents!) to share your practice with confidence—and track it all with built-in transparency. -
AI Hub Success Agent
Use the AI Hub Success Agent to personalize your content, engage your members, and align every interaction with your mission.
🔧 Keep Things Running Smooth
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Check for Import or Appointment Failures
Use the integration tools to catch and resolve sync errors fast. Clean data means clean experiences. -
Refine Your Groups & Permissions
Take advantage of the Groups feature to segment your members and deliver targeted content, rewards, and access levels.
Your Hub is more than just a tool—it’s your culture in action. When set up thoughtfully, it becomes the bridge between everyday behaviors and lasting patient loyalty.
You’re not just managing engagement. You’re creating moments of joy, recognition, and trust—every day, at scale.
Have questions? We're here to help. Reach out anytime at support@culturello.com.