Automated Patient Record Creation and CRM Sync:

When a patient submits information or books an appointment through Charm Health, the data is automatically synced to GoHighLevel’s CRM, creating or updating a patient profile. This ensures both systems maintain accurate, up-to-date information. Reduces manual data entry and errors. Enables segmented marketing and personalized outreach through GoHighLevel. Provides a 360-degree view of patient interactions across both platforms.

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Pre-Appointment Reminders and Follow-Up Campaigns:

When an appointment is scheduled in Charm Health, GoHighLevel triggers automated SMS, email, or voice reminders to patients. After the appointment, it can send follow-up messages or initiate post-care campaigns with educational content or surveys. Reduces no-shows with proactive reminders. Automates patient follow-ups, enhancing care continuity. Improves patient engagement with personalized post-visit interactions.

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Lead Nurturing and Patient Reactivation Campaigns:

Patients or leads in GoHighLevel can be enrolled in automated nurture sequences based on their data from Charm Health, such as appointment history or care needs. These campaigns can send targeted health tips, reminders to schedule follow-ups, or special offers for wellness services. Improves patient retention with consistent communication. Reactivates inactive patients with automated re-engagement messages. Increases patient satisfaction by delivering relevant health content.