Integration of BAS with Cliniccards for a dental clinic
We integrate BAS KUP and CRM Cliniccards into a single system: customers, services, products, prices, and inventory levels are synchronized automatically. Source documents in BAS are generated based on data from the CRM—without manual transfer or duplicate data entry. Turnkey integration by IntegraBAS.
Estimated cost: 25 000 ₴
What is synced
The patient database from Cliniccards is automatically imported into BAS, without the need for manual transfer
The product catalog is synchronized in both directions; the current list is always available in both systems
Prices are updated in Cliniccards from BAS, so there's no need to make changes in two places
The inventory in BAS and the data in CRM always match; there are no discrepancies when writing off materials.
BAS automatically generates the necessary documents based on data from the CRM
Who needs the BAS and Cliniccards integration?
For a dental clinic that already uses Cliniccards and maintains its records in BAS, these are two separate systems between which data is transferred manually. The administrator enters a patient into the CRM, while the accountant separately adds the patient to BAS. When prices change, they must be updated in both systems. When supplies are written off, this isn’t reflected in the inventory.
The integration from IntegraBAS bridges this gap. Both systems work with the same data in real time—each does its own thing: Cliniccards manages the clinic, and BAS handles accounting.
How is the implementation going?
1. Analysis—We review your BAS configuration and current processes in Cliniccards. We determine what data needs to be synchronized and in which direction.
2. Development and Configuration — We develop an integration tailored to your clinic, set up the synchronization schedule, and test it using real data.
3. Launch and Handover — We launch the system, train the designated staff member, and remain available for support after the launch.
FAQ
Why Connect Cliniccards and BAS Into One System
A dental clinic that works simultaneously in a CRM and an accounting system will sooner or later run into the same problem – data in the two systems starts to diverge. A patient exists in Cliniccards but not in BAS. The price list was updated but the CRM still shows the old one. A material was written off during an appointment but the warehouse has no idea. All of this is manual work that wastes time and creates errors.
The BAS and Cliniccards integration by IntegraBAS solves this problem at the architecture level: both systems start working with the same data. Cliniccards continues to do what it was built for – managing the clinic, schedule and patients. BAS handles accounting, inventory and finances. And between them – automatic data exchange with no human involvement.
What This Means in Practice
An administrator registers a new patient in Cliniccards – they automatically appear in BAS. A doctor completes an appointment and uses consumables – the accounting system generates a document and writes off the stock. An accountant updates a price in BAS – it updates in the CRM. None of these steps require re-entering data manually.
For a small clinic this saves several hours a week. For a clinic with multiple doctors and a high patient volume – it’s the difference between controlled accounting and constantly playing catch-up.
Why This Is Worth Doing Now
The longer two systems run in parallel without synchronization – the more data discrepancies accumulate. The client base gets duplicated, warehouse stock stops reflecting reality, and accounting works from data that is no longer current. Fixing it later is more expensive and time-consuming than setting it up correctly now.
IntegraBAS specializes in BAS integrations and understands the specifics of medical accounting. Implementation is carried out in stages – with analysis, testing on real data and post-launch support.