What actions can I run in PTEverywhere?

16 actions are available, including "General Visit Report", "List Available Appointment Blocks", and "List Clinic Users", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

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 it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

PTEverywhere Integrations

Physical therapy practice management platform for scheduling, documentation, billing, and patient engagement. Route PTEverywhere tickets and replies into CRM, chat, and escalation workflows.

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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.

When to use PTEverywhere

Common scenarios where PTEverywhere automation saves time and reduces manual work.

Use "General Visit Report" as an automated action in PTEverywhere so records stay consistent whenever something changes elsewhere in your stack.
Run "List Available Appointment Blocks" in PTEverywhere from any upstream event — map fields once and let the automation handle the rest.
Combine "List Clinic Users" from PTEverywhere with triggers or actions in other apps to close the loop — one event, many downstream outcomes.

Use in workflow automation

Start from PTEverywhere’s General Visit Report step and wire it straight into the run — one node on the canvas, no glue script.

Add Create an Appointment as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 16 ready-made steps for support work, and every run records what went in and what came back.

PTEverywhere workflow on the canvas: General Visit Report then Create an Appointment

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.

Use in workflow automation

Start from PTEverywhere’s General Visit Report step and wire it straight into the run — one node on the canvas, no glue script.

Add Create an Appointment as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 16 ready-made steps for support work, and every run records what went in and what came back.

PTEverywhere Integrations

When to use PTEverywhere

Use in workflow automation

Frequently asked questions

PTEverywhere Integrations

When to use PTEverywhere

Connect PTEverywhere to any app in workflows

Use in workflow automation

Frequently asked questions

Connect PTEverywhere to any app in workflows

Connect PTEverywhere to any app in workflows

Connect PTEverywhere to any app in workflows

PTEverywhere Integrations

PTEverywhere triggers and actions

When to use PTEverywhere

Use in workflow automation

Frequently asked questions

What triggers does PTEverywhere support?

What actions can I run in PTEverywhere?

Do I need to write code to automate this?

Is the integration secure?

PTEverywhere Integrations

PTEverywhere triggers and actions

When to use PTEverywhere

Connect PTEverywhere to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does PTEverywhere support?

What actions can I run in PTEverywhere?

Do I need to write code to automate this?

Is the integration secure?

Connect PTEverywhere to any app in workflows

Connect PTEverywhere to any app in workflows

Connect PTEverywhere to any app in workflows