Automated Patient Onboarding and Follow-Up:  

When a new patient record is created in BestNotes, trigger an automated sequence in Keap to send personalized welcome emails, intake forms, and appointment reminders. This could also include scheduling follow-up emails or calls post-appointment to check on patient satisfaction and adherence to treatment plans. This automation streamlines the patient onboarding process and ensures consistent follow-up communication.

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Appointment Scheduling and Reminders:  

Sync appointment data between BestNotes and Keap to automate scheduling confirmations and reminders. When an appointment is booked or modified in BestNotes, Keap can automatically send an email or SMS reminder to the patient with the details. This can also include options for patients to confirm, reschedule, or cancel directly through the communication. This automation minimizes no-shows and improves appointment adherence.

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Patient Engagement and Retention Campaigns:  

Integrating patient data between BestNotes and Keap allows for the creation of targeted engagement and retention campaigns. By identifying patient needs and preferences, Keap can initiate personalized communication strategies aimed at improving patient retention and satisfaction. This enhances patient engagement through tailored marketing efforts, encouraging timely action and fostering better patient-provider relationships.