Connecting a cloud PMS (Dentrix Ascend, Curve, or Denticon)

Cloud practice management systems — Dentrix Ascend, Curve, and Denticon — already run in your browser, so Valian connects to them by authorization instead of an install. You sign in to your system, grant Valian permission to see your schedule, and you're linked. Because each cloud system shares a different set of capabilities, your onboarding contact confirms exactly what Amy can read and write for yours before you go live.

How this connection works

Cloud systems live on the internet, not on a computer in your office. That means Valian connects the same way you log in — through your account. You authorize Valian once, and from then on Amy reads your live schedule and, where your system supports it, writes bookings straight back.

Before you start

• Admin access to your cloud PMS (or your admin on hand)
• Your Valian login, open to Settings → Integrations → Practice management
• 10 to 15 minutes with your onboarding contact, who confirms coverage for your specific system

Connect in three steps

What "coverage varies by system" means

Cloud systems don't all share the same things, so Amy behaves a little differently depending on yours:

• In some cloud systems, Amy reads your openings and writes bookings straight in, exactly like a server-based system.
• In others, Amy reads your schedule fully but confirms new bookings a little differently — she captures the appointment and drops it into What needs to get done (your Tasks tab) for your team to confirm with one tap.

Either way, nothing is lost, and your onboarding contact tells you upfront which way yours works. See What syncs with your PMS, and what doesn't.

Confirm it's working

• Open your schedule in Valian and in your cloud PMS side by side. Today's appointments should match.
• Call in and ask Amy to book a checkup. Depending on your system, it either appears directly in your schedule or lands in Tasks for a one-tap confirm.
• Anything Amy needs a person for shows up in What needs to get done.

Keeping the connection healthy

• If your PMS password or admin account changes, you may need to re-authorize Valian in Settings → Integrations.
• If the badge ever goes red, follow Reconnecting your PMS if it disconnects.

Frequently asked questions

Do I need to install anything? No. Cloud systems connect by signing in and authorizing on screen.

Which cloud systems can I connect? Dentrix Ascend, Curve, and Denticon. If yours isn't listed, tell your onboarding contact — see Which practice management systems does Valian support?.

Can Amy book directly in my cloud system? It depends on the system. Some allow direct writeback; others have Amy capture the booking for a quick team confirm. Your onboarding contact tells you which yours does.

Is my data safe? Yes. Valian only accesses your scheduling data over an encrypted link, and never your clinical charts, images, or ledger.

Do I need to keep a computer on, like with Dentrix? No. Cloud systems don't rely on an office machine, so there's nothing to keep awake.