PMS integrations · 3 min read · Intermediate

Connecting Dentrix or Eaglesoft to Valian

Dentrix and Eaglesoft run on a computer in your office, so Valian connects through a small, secure connector we install with your IT contact. It's a short, scheduled session — usually 15 to 30 minutes — and then Amy books straight into your schedule.

Updated Jul 9, 2026

Dentrix and Eaglesoft store your schedule on a computer or server in your office, so Valian reaches them through a small, secure connector we install on that machine. It's a short, scheduled session with whoever handles your IT — usually 15 to 30 minutes — and once it's done, Amy reads your real openings and books straight into your schedule.

Tip

You don't do this install alone. We schedule it, screen-share with your IT contact, and set it up together. You stay in control of the machine the whole time.

How this connection works

Because your schedule lives on an in-office machine, Valian needs a bridge to reach it safely. That bridge is the secure connector: a small piece of software that runs on the computer or server hosting Dentrix or Eaglesoft. It handles only scheduling data, runs over an encrypted link, and stays under your signed agreements. Nothing clinical passes through it — see What syncs with your PMS, and what doesn't.

Before you start

The back-office computer or server that runs Dentrix or Eaglesoft, powered on and signed in
15 to 30 minutes with your IT contact, or whoever has admin access to that machine
Your Valian login, open to Settings → Integrations
A scheduled time — book it with your onboarding contact so we do the install together

Connect in four steps

Book your install session. Set a short screen-share with your onboarding contact and your IT person, at a time the office machine is on.
Install the secure connector together. We walk your IT contact through putting the connector on the machine that runs your PMS. It's quick and stays on that one computer.
Link it to your practice. Valian pairs the connector to your account and runs a test read against your schedule.
Watch the badge turn green. It moves from Pending to Connecting to Connected. Once it reads Connected, Amy is on your live book.

Keep the machine awake — this matters most

The single most important thing after setup: the computer or server that runs Dentrix or Eaglesoft has to stay on and awake for the connection to hold. If it sleeps or restarts overnight, the link drops until it's back. Amy keeps answering calls and texts, but live booking pauses until the machine wakes up.

Note

Ask your IT contact to set that machine to never sleep, and to let Valian's connector start back up automatically after a Windows update or reboot. This one setting prevents most disconnects.

Not sure which machine it is? It's the back-office computer or server where Dentrix or Eaglesoft is installed. Your IT contact will know.

Confirm it's working

Open your schedule in Valian and in your PMS side by side. Today's appointments should match.
Call in and ask Amy to book a checkup. It should land in Dentrix or Eaglesoft where she booked it.
Anything Amy needs a person for shows up in What needs to get done (your Tasks tab).

Frequently asked questions

Do I have to be there for the install? Your IT contact needs to be at the machine, but the office manager or provider doesn't have to sit in. We drive the session over screen-share.

Will the connector slow down our server? No. It's lightweight and only handles small scheduling requests. Your team won't notice it running.

Is our data safe? Yes. The connector carries scheduling data only, over an encrypted link, under your signed agreements. Clinical charts, images, and your ledger never pass through it.

The badge went red — what do I do? Almost always it's the office machine sleeping or restarting. Wake it and press Reconnect. Full walkthrough: Reconnecting your PMS if it disconnects.

Can Amy see our clinical charts? No. Amy works only with your schedule and patient contacts.

Still need a hand?

Reach the Valian team any time at help@valiansystems.com, or open a ticket from the Help Center inside your dashboard. During onboarding, your onboarding contact is at onboarding@valiansystems.com.