When integrating Practice by Numbers (PbN) with Curve PMS, you’ll have full access to the core functionality needed to run and grow your practice—while a few areas are still evolving as Curve continues to expand their API.
The most important takeaway: Everything you rely on day-to-day in PbN - KPIs, Revenue IQ, Huddle, Tasks, patient tracking, and reporting is fully functional and accurate.
The items outlined below represent areas where Curve does not currently expose certain data. These are limitations in data depth, not visibility, and they do not impact your ability to use PbN effectively.
What Works Today (At a Glance)
PbN + Curve fully supports:
Patient syncing
Appointments and scheduling visibility
Ledger and financial data (for reporting and KPIs)
Patient notes
Core reporting and analytics (Practice IQ, Revenue IQ)
Bottom line: You have complete visibility into practice performance and where to take action.
Current Limitations (and What They Mean for You)
Insurance Deductibles Not Available via API
Curve does not currently provide deductible data through its API.
What this means:
Deductibles will still be managed and viewed in Curve.
This does not impact financial reporting or KPIs in PbN.
Payment Method Details Not Included
Payment types (card, check, cash, etc.) are not included in ledger data.
What this means:
Total revenue and collections are still fully accurate in PbN.
You may reference Curve if you need payment-type breakdowns.
This is a granularity limitation, not a reporting limitation.
Scheduling Blocks & Provider Availability
Curve does not expose:
Scheduling blocks
Custom provider schedules
Availability overrides
What this means:
PbN reflects actual appointments and patient flow, which drive performance.
Some schedule nuances (like blocked time) may still be managed in Curve.
PbN tracks what actually happens on the schedule—the part that impacts KPIs.
Limited Incremental Sync Support
Incremental syncing is currently supported for:
Patients
Appointments
Ledger entries
Other data requires full syncs.
What this means:
Core reporting data remains up to date and reliable.
Some background processes may take slightly longer, but do not affect usability.
Curve does not provide real-time data through its API, while the Curve UI displays real-time values. Because of this, there may still be minor differences between the numbers shown in PbN (based on the last API sync) and the numbers in the Curve UI report.
Documents & Recall Types Not Available
Curve does not currently provide access to:
Documents
Recall types
What this means:
Recall tracking in PbN still works using visit history and procedures.
Documents remain accessible in Curve.
This is a labeling limitation—not a visibility issue.
Clinical Data (Perio, Conditions)
Curve does not expose:
Periodontal (perio) data
Dental conditions (organization or patient-level)
What this means:
Deep clinical charting details are not available in PbN.
Hygiene production, SRP trends, and revenue insights remain fully visible and accurate.
You still have the signal—just not all the clinical depth yet.
New Patient Classification Differences
Curve API does not currently provide a patient-created date. Because of this, PbN determines new patients based on the earliest of the available appointment date or the transaction date.
In addition, PbN only includes patients who have at least one of the following fields available:
Next regular appointment
Next preventive appointment
First visit date
What this means:
New patient counts in PbN may differ from Curve’s “New Patients This Month” report.
Some patients may appear as new in PbN based on their earliest recorded activity, even if they have a prior history in Curve.
Patients shown as new in Curve may be excluded from PbN if they lack the required activity fields.
This is a data availability limitation, not a reporting issue.
PbN uses the most reliable data provided by Curve to classify patients, ensuring consistency across KPIs and reporting, while slight variations may occur compared to Curve’s native reports.
Provider Mapping & Fee Schedule Relationships
Curve does not currently provide a relationship between:
Providers
Fee schedules
Insurance fee mappings
Because this relationship is not exposed through Curve’s API, PbN cannot calculate certain UCR-based insurance metrics within the Insurance Detail chart.
What this impacts:
The following columns within the Insurance Detail chart will remain blank:
UCR Prod
Prod % of UCR
Coll % of UCR
Location: Practice IQ → Dashboard → Scorecards → Insurance Write-Offs → Insurance Detail
Other columns within the chart, such as Insurance Name and Prod / Patient, will continue to populate normally.
What this means:
This limitation is isolated to UCR-based calculations that depend on provider-to-fee schedule relationships.
All other insurance reporting, production reporting, collections reporting, and KPI visibility continue to function normally within PbN.
Big Picture
Curve is a newer integration, and these limitations are expected at this stage.
What matters most:
Your KPIs and reporting are complete and accurate
Your team can fully use PbN to track performance and take action
Any gaps are primarily around deeper clinical detail or system-specific workflows
As Curve expands their API, additional data and functionality will continue to be added.