API access for custom monthly reporting

I did email  dentallypartnerships@henryscheinone.com a month a go but I haven’t had any reply, so I thought I would ask here:


We are looking at creating a small internal monthly report to help us understand treatment plan activity.

We would like to report, by dentist:

• the number and value of treatment plans created each month;
• how many subsequently result in treatment being booked or started;
• how much of the proposed treatment is eventually completed; and
• the time between creating a plan and treatment beginning.

I can see that the v1 API documentation includes treatment_plans, treatment_plan_items and treatment_appointments, which appear to contain the information we need. The current NexGen documentation does not seem to include equivalent treatment-plan endpoints.

Could you please confirm:

1. Whether we can obtain practice-owned, read-only v1 API access for this purpose.
2. Whether the required treatment and practitioner/user read permissions can be provided.
3. Whether v1 will continue to be supported for custom reporting, or whether equivalent NexGen endpoints are planned.
4. Whether there is a sandbox with synthetic treatment-plan data that we could use during development.
5. Whether there are any costs, Practice Integration Program requirements or restrictions we should be aware of.

The proposed application would be for our practice’s own use, would not write anything back to Dentally, and its management reports would contain aggregate figures rather than patient names or contact details.