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 its 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 remaining benefits data through its API.
What this means:
Remaining benefits will continue to be managed and viewed directly within Curve.
Remaining benefits will not be displayed in Revenue IQ or the Patient Overview within Practice by Numbers.
This limitation only affects the display of remaining benefits information and does not impact financial reporting, KPIs, production data, collections, or other Practice by Numbers analytics.
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.
Data Sync Schedule
Practice by Numbers syncs data from Curve on a scheduled basis. Because Curve does not provide real-time API updates, changes made in Curve may not appear immediately in PbN.
Current sync schedule
Incremental sync: Every 60 minutes
Full (initial) sync: Once daily at midnight in your practice's PMS time zone
Incremental syncing currently includes:
Patients
Appointments
Ledger entries
Other data is refreshed during the daily full sync.
What this means
Day-to-day schedule updates made in Curve, including appointment changes, cancellations, or other scheduling adjustments, will typically appear in Practice by Numbers after the next hourly incremental sync.
Information not included in the incremental sync is refreshed during the overnight full sync.
Curve displays information in real time, while Practice by Numbers updates based on scheduled API syncs. Because of this, you may occasionally notice small timing differences between what appears in Curve and what appears in PbN until the next sync completes.
Once synchronization is complete, your reporting and KPIs remain accurate and reliable.
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
Curve does not expose:
Dental conditions (organization or patient-level)
What this means:
Detailed clinical charting information such as dental conditions is 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 from Curve to classify patients, ensuring consistency across KPIs and reporting, though 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 limited to UCR-based calculations that depend on provider-to-fee-schedule relationships.
All other insurance, production, collections, 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 its API, additional data and functionality will continue to be added.