STEP 1
Select PTEverywhere in workflow
Pick PTEverywhere app in the workflow builder [4] - just one click to select the app.
PTEverywhere Integration
Physical therapy practice management platform for scheduling, documentation, billing, and patient engagement. Route PTEverywhere tickets, replies, and customer issues into CRM, chat, and escalation workflows. When General Visit Report arrives, automatically continue with List Available Appointment Blocks or List Clinic Users.
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- GDPR
- Data Encryption
- 2FA
- Local Data Region
Supported triggers and actions for PTEverywhere integration
Triggers can detect changes in PTEverywhere and run actions that can create, search or modify data inside PTEverywhere automatically [3] — exactly how you set them.
- General Visit ReportRetrieves a summary report of clinic visits, including appointment counts, visit statuses, and provider activity.
- List Available Appointment BlocksRetrieves open time blocks available for booking appointments at a given location and therapist.
- List Clinic UsersRetrieves all user accounts associated with the clinic, including staff roles and access levels.
- List Contact Logs ReportRetrieves a filtered list of contact log entries showing communication history between clinic staff and patients.
- List Demographics ReportRetrieves aggregated demographic statistics and breakdowns for the patient population.
- List InventoryRetrieves all inventory items tracked by the clinic, including supplies and equipment records.
- List LocationsRetrieves all clinic locations configured in the account, including addresses and contact details.
- List Package Membership ReportRetrieves a usage and revenue report for packages, memberships, and credits across a specified date range.
- List Packages, Memberships & CreditsRetrieves all available treatment packages, membership plans, and credit bundles offered by the clinic.
- List Patient ReportRetrieves a detailed report on patient activity, visit history, and outcomes for a given period.
- List PatientsRetrieves all patient records in the clinic, optionally filtered by name, status, or other criteria.
- List Provider Revenue ReportRetrieves a revenue breakdown by provider, showing earnings and visit totals for a specified date range.
- List ServicesRetrieves all therapy services and treatment types offered by the clinic.
- List TherapistsRetrieves all therapists and providers registered in the clinic, including their specialties and schedules.
- Create an AppointmentBooks a new appointment for a patient with a specified therapist, service, location, and time slot.
- Make an API CallExecutes an arbitrary authenticated request to the PTEverywhere API for actions not covered by other modules.
How to integrate PTEverywhere in automation workflow?
3 simple steps to make your PTEverywhere connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect PTEverywhere
When prompted, authorize access to PTEverywhere in WEXTL once. PTEverywhere credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your PTEverywhere account. Approve?
STEP 3
Build a workflow
Build your workflow with PTEverywhere yourself or with WEXTL® AI Builder. Connect PTEverywhere to any available integrations [5], or use HTTP node to go beyond them.
PTEverywhere
How PTEverywhere connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever PTEverywhere app is called in workflows. That allows your support automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that PTEverywhere supports.
The following table illustrates what fields PTEverywhere integration require during authorization flow inside our workflow builder [4].
Connect PTEverywhere
Email*Text
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Password*Text
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Demonstration of PTEverywhere connection step inside WEXTL Workflow Builder [4].
| Field | Type | Help |
|---|---|---|
EmailRequired | Email address associated with your account. | |
PasswordRequired | password | Password associated with your account |
Connect PTEverywhere to popular apps on WEXTL
Enter a name of the other app you want to sync with PTEverywhere below. Click on selected app to explore integration options with PTEverywhere. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Example automation with PTEverywhere integration
Select General Visit Report action from PTEverywhere - this will be a starting point in your automation. Whenever event happens in PTEverywhere, workflow will start [7] from General Visit Report node.
Search for Create an Appointment, connect it as the next step of integration sequence. You can use filters between General Visit Report and Create an Appointment, so only important data pass from General Visit Report to the next step. WEXTL gives you full control over the process of PTEverywhere automation. All parts of workflow are visible on the canvas [4].
PTEverywhere on WEXTL has 16 modules for crafting support automations. Explore PTEverywhere documentation for more.
Video slide demonstrates how General Visit Report and Create an Appointment [6] nodes are used in PTEverywhere workflow.
Frequently asked questions
Common questions about automating PTEverywhere in your workflows.
PTEverywhere has no triggers, but it provides 16 actions including "General Visit Report", "List Available Appointment Blocks", and "List Clinic Users". Pair them with triggers from other apps to automate PTEverywhere tasks.
Integration has 16 actions, including "General Visit Report", "List Available Appointment Blocks", and "List Clinic Users", and more. Refer to our PTEverywhere Documentation for detailed inputs and outputs.
No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].
Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.
The PTEverywhere integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by PTEverywhere official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where PTEverywhere provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever PTEverywhere or any other service sends event to webhook URL.
WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for PTEverywhere inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with PTEverywhere modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.
References
List of sources used to gather information about the PTEverywhere integration.
- PTEverywhere integration source code, module specs and credentials implementation.
- Internal PTEverywhere integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official PTEverywhere vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
- WEXTL® Apps Library
- WEXTL® PTEverywhere App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation