Automated Patient Data Sync and CRM Updates:

When a patient registers or updates their information in Charm Health, the data is automatically synced with Keap’s CRM. This creates or updates a contact profile in Keap, ensuring both systems have accurate and consistent records. Reduces manual data entry, minimizing errors. Provides a complete view of patient interactions for personalized engagement. Enables segmentation of patients for targeted outreach and campaigns.

​

Pre-Appointment Reminders and Automated Follow-Ups:

Once an appointment is scheduled in Charm Health, Keap triggers automated email or SMS reminders to the patient. After the appointment, it can send follow-up messages, such as satisfaction surveys or personalized post-care instructions. Decreases no-shows with timely reminders. Improves care continuity by automating post-visit communication. Saves time for staff by handling routine follow-ups.

​

Lead Nurturing and Re-Engagement Campaigns:

When new leads are added to Keap through Charm Health (e.g., from first-time inquiries or missed appointments), automated nurture campaigns are triggered to send personalized messages, health tips, or reminders to schedule appointments. Converts leads into long-term patients through consistent communication. Reactivates inactive patients with targeted re-engagement campaigns. Enhances patient satisfaction with relevant and timely outreach.