4D EMR Integration
Aesthetix CRM is the CRM aesthetic practices run alongside 4D EMR. The API connection keeps the two current in both directions: 4D EMR stays your clinical system of record, while Aesthetix CRM captures leads, handles patient communication, and runs reactivation campaigns off the visit and spend history 4D EMR already holds.
Sync Direction
Two-way, with patient creation back
Mechanism
Polling
Latency
5 to 10 minutes
Integration Fee
$99/mo per location
Integration fees are separate from your Aesthetix CRM subscription, and every integration is available on every plan. Some EMRs also charge their own setup or ongoing API fees on top of this, which are billed by them directly.
Integration Platform
AX Connect
How 4D EMR Works With Aesthetix CRM
Triggers
Events in 4D EMR that update Aesthetix CRM
- Appointment Booked or Rescheduled
- Appointment Seen and Checked Out
- Appointment Cancelled or No-Show
- Patient Charges
Actions
What Aesthetix CRM does back in 4D EMR
- Create Patient in 4D EMR
Before You Connect
- API credentials activated inside 4D EMR.
- AX Connect provisioned for your account.
- First name, last name, email and phone on the contact for patient creation.
Good To Know
- Charges arrive individually rather than grouped into invoices.
- The charges workflow updates existing opportunities and does not create new ones.
- Pre-op, post-op and block appointments deliberately do not update opportunities.
