Connect Canvas Medical to Microsoft Excel and create healthcare automations

Automated Data Entry for Patient Records:

When new patient data is entered into Canvas Medical, a corresponding entry is automatically created in a Microsoft Excel spreadsheet. This includes patient demographics, medical history, and recent visits. The automation ensures that data is consistently updated across platforms, reducing manual entry errors and saving valuable administrative time.

​

Financial Reporting and Analysis:

When billing information is generated in Canvas Medical, relevant financial data is automatically exported to Microsoft Excel. This includes invoicing details, payment statuses, and insurance claims. The automation facilitates real-time financial reporting and analysis, allowing healthcare administrators to track revenue streams and identify trends without manual data reconciliation.

​

Performance Metrics Dashboard:

When clinical performance metrics are updated in Canvas Medical, key indicators such as patient wait times, appointment durations, and staff efficiency are automatically populated into a Microsoft Excel dashboard. This automation provides healthcare managers with up-to-date insights into operational performance, enabling data-driven decision-making and continuous improvement of care delivery processes.