Integration Type 4 — Write-Backs, Forms & Online Scheduling
Why This Matters
Type 4 is where the data flow becomes bidirectional. Until now, everything was a read (pull from PMS into Weave). Type 4 introduces write-backs — data going from Weave back into the PMS. This is architecturally more complex and where the Integrations team's role expands significantly.
What You'll Learn
- Why Type 4 is only built as an expansion on top of existing Type 3 integrations
- What write-back means and why it's architecturally different from data pulling
- The key Type 4 features: Forms, Online Scheduling, patient write-back, appointment write-back, text write-back, and payment write-back
- What 'Click to Open' is and which customer segment it serves
- How insurance write-back works in conjunction with the Forms feature
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Lesson Summary
Type 4 is never built from scratch — it's always an expansion added to an existing Type 3 integration. It introduces write-back capabilities: data flowing from Weave back into the PMS. Key features include Forms (digital patient intake that writes back to PMS), Online Scheduling (patients book their own appointments, written back to PMS), text write-back (notes/logs written to patient records), click-to-open (Weave profile opens corresponding PMS profile — dental customers only, ~89K users), and payment write-back. The integrations team must implement both the read AND write APIs for all Type 4 features.