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Integrations

Connect your practice management software, calendar, and communication tools.

CSV import — works with any PMS

The simplest way to bring patients into SightSync is a CSV file exported from your existing practice management software. Every PMS system can export patient data as CSV — this works universally, regardless of which system you use.

How to import:

Export from your PMS — Use your PMS's built-in export function to export a list of lapsed patients as CSV. Most systems have a "patients not seen since" filter to find overdue patients quickly.

Go to Patients → Import — Navigate to the Patients section in your dashboard and click the Import button.

Upload your file — Drag and drop your CSV file, or click to browse. SightSync accepts standard CSV and semicolon-delimited formats.

Map your columns — If your column headers don't match SightSync's expected format, the import wizard will ask you to match each column once. Your mapping is remembered for future imports.

Review and confirm — Check the import summary. Any invalid rows (bad phone number format, TPS numbers, duplicates) are highlighted and can be skipped or corrected. Click Confirm Import when ready.

Required CSV columns (at least one contact method)

first_name, last_name, phone_number (or email)

Optional: email, last_eye_test_date, risk_category, date_of_birth, nhs_number

Accepted date formats: DD/MM/YYYY, YYYY-MM-DD, DD-MM-YYYY, and most common variants. SightSync normalises dates automatically.

Risk category values: If you include a risk_category column, accepted values are diabetic, glaucoma_suspect, myopia_child, contact_lens, other_clinical, and standard. Unrecognised values are treated as standard.

PMS-specific export guides:

OptixReports → Patient List → filter by Last Visit Date → Export CSV

AcuitasPatients → Advanced Search → export "Patients not seen since"

OptisoftPatient Manager → Reports → Recall Due → Export

FlexReports → Recall Management → CSV Export

OrasisPatients → Recall → Export to spreadsheet

Vision PlusSystem → Reports → Patient Recall → Export

OpticabasePatient Reports → Overdue Recalls → Export CSV

PlatinumReports → Patient Reports → Recall Due → Export CSV

Practice Management Software — Direct Connect

SightSync connects directly to the most common UK optometry PMS systems via REST API. Your patient list syncs automatically every night at 2am — no manual exports needed.

Available

Optix

Live REST API — connect your API key in Settings → Calendar & PMS.

Available

Acuitas (Ocuco)

Live REST API — connect your API key in Settings → Calendar & PMS.

Available

Optisoft

Live REST API — connect your API key in Settings → Calendar & PMS.

Available

Microsoft Bookings

Calendar and appointment read/write via Microsoft Graph.

CSV only

Other PMS systems

CSV import available. Contact us to request direct API integration for your PMS.

Live:Direct REST API connections for Optix, Acuitas, and Optisoft are available now. Connect your API key in Settings → Calendar & PMS. SightSync will sync your patient list automatically every night at 2am — no manual exports needed.

CSV import continues to work with all other PMS systems — Flex, Orasis, Vision Plus and anything that can export a spreadsheet. New patients added to your PMS during the day will be available in SightSync the following morning after the nightly sync.

Google Calendar

When a patient books an appointment during an AI call, SightSync can automatically add the booking to your Google Calendar. The calendar entry includes the patient name, risk category, and appointment time.

How to connect:

1. Go to Settings → Integrations → Google Calendar

2. Click Connect Google Account

3. Sign in with the Google account that owns the calendar you want to use

4. Grant the requested permissions (read/write access to your calendar)

5. Select which calendar to write appointments to from the dropdown

What gets created: Each booking creates a calendar event with a 30-minute default duration. The event title is the patient name. The description includes the risk category and a note that the booking was made via AI recall call.

Disconnecting: You can disconnect Google Calendar at any time from Settings → Integrations. Existing calendar events are not deleted. Future bookings will not create calendar events until reconnected.

Important:Google Calendar integration creates appointments but does not check for conflicts. If a slot is already booked in your calendar, SightSync won't know. For practices using a PMS as their primary appointment book, use PMS Direct Connect instead — it reads real availability from your PMS before confirming any booking.

SMS notifications

SightSync sends SMS messages automatically at two points in the patient journey:

Booking confirmationImmediately after a patient confirms during a call

Appointment date, time, and practice name. Includes a personal opt-out link and a calendar file the patient can tap to save the appointment to their phone.

24-hour reminderThe day before the appointment (around 9am)

Brief reminder with the appointment time. Includes practice phone number so the patient can call to reschedule.

Sender ID: SMS messages are sent from a UK number associated with your SightSync account. On Practice and Group plans, you can provision a dedicated UK number for your practice from Settings → Phone Number — patients will always see a consistent, recognisable number and can save it to their contacts.

Opt-out via SMS: If a patient replies STOP to any SMS, they are immediately opted out and never messaged or called again.

SMS logs: Every message sent is recorded in your dashboard with the patient name, message type, timestamp, and delivery status.

WhatsApp fallback

When a recall call goes unanswered or to voicemail, SightSync can automatically send a WhatsApp message to the patient as a follow-up.

The WhatsApp message includes:

Your practice name and a brief, warm recall message
A personal booking link — the patient selects a slot without needing an account
An opt-out link so the patient can stop all future contact instantly

Opt-out via WhatsApp: If a patient replies STOP to a WhatsApp message, they are immediately opted out and excluded from all future campaigns.

Enabling WhatsApp: Go to Settings → Integrations → WhatsApp to enable WhatsApp fallback for your practice. Requires a configured practice WhatsApp number.

Email fallback

Email is the final contact channel. After a missed call and a WhatsApp message (if enabled), SightSync sends a recall email with the practice name, recall reason, and a personal booking link.

Email content: The email explains the clinical reason for the recall, links to the booking page, and includes an unsubscribe link. It is plain, professional, and brief.

Enabling email recall: Go to Settings → Integrations → Email to enable email fallback. Patient email addresses can be included in your CSV import as an additional column.

Logs: Every email sent is timestamped in the patient's call log, with delivery status. Available in the GOC audit export.

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