CaseFlowIntegrations → ModMed
Live — Certified Integration
MM

CaseFlow + ModMed

SynapSYS FHIR API · Certified Bidirectional

We connect directly to your ModMed EMA or MMPM system via ModMed's certified SynapSYS API. When a surgical appointment is scheduled or updated, CaseFlow pulls the patient record and sends a confirmation SMS automatically. When the patient replies or confirms, that status writes back to ModMed — no duplicate entries, no manual follow-up.

How the integration works

EHR System
ModMed EMA
Appointment scheduled
CaseFlow
SMS Sent
Patient confirmed
Patient
Replies / Confirms
Yes / STOP
Writeback
ModMed Updated
Status synced back

What's synced — and what stays in ModMed

Synced to CaseFlow

  • Scheduled appointments
  • Patient demographics (name, phone, DOB)
  • Procedure codes
  • Surgeon assignments
  • Appointment cancellations
  • Waitlist flag triggers

Not accessed

  • Clinical notes
  • PHI beyond messaging scope
  • Billing records
  • Clinical documentation
  • E-prescribing data

Most ModMed practices go live in under 30 minutes

We handle the API connection — you just approve it in your ModMed admin panel. No middleware, no IT involvement required. After approval, CaseFlow immediately begins pulling scheduled appointments and sending automated SMS confirmations to surgical patients.

Security & Compliance

HIPAA BAA is signed before any connection is made. Data is encrypted at rest (AES-256) and in transit (TLS 1.3). CaseFlow is an approved ModMed SynapSYS Marketplace partner.

HIPAA BAA signed pre-connection
AES-256 encryption at rest
TLS 1.3 in transit

Frequently asked questions

Does this require IT involvement? +
No. The SynapSYS API connection is managed entirely by CaseFlow. Your ModMed admin approves the connection in the SynapSYS Marketplace portal — a one-time action that takes about 5 minutes. No middleware, no HL7 interface servers, no IT ticket needed.
Will staff see double appointments in ModMed? +
No. The integration is writeback-aware — when a patient confirms via SMS in CaseFlow, the status updates in ModMed without creating a duplicate appointment. Staff see the same single record they've always seen, now with real-time confirmation status.
Can we turn off the sync? +
Yes — instantly. You can pause or disconnect the integration from the CaseFlow dashboard at any time. No data is retained beyond what you've explicitly configured, and disconnection takes effect immediately.
Does this work with multi-location ModMed practices? +
Yes. The SynapSYS API supports multi-location practices — each location's OR schedule is synced independently. You can configure which providers and locations are included in the SMS cadence from the CaseFlow dashboard.

Get a CaseFlow + ModMed setup walkthrough

30-minute call — we'll show you exactly how the SynapSYS connection works, confirm your setup timeline, and answer every question.

✓ Request received — we'll be in touch within one business day.

Start a $49 pilot — connects to ModMed in under 30 min

30-day full Solo access with ModMed integration. We handle the API connection — you just approve it in your SynapSYS admin panel.

Start your $49 pilot →