Automated Patient Data Sync and Record Creation:

When a new patient fills out information in Charm Health (via intake forms or during registration), the data is automatically synced with Salesforce to create or update a patient record or contact. This ensures consistent and up-to-date information across both platforms. Reduces manual data entry and minimizes errors. Ensures care teams have real-time access to patient information. Improves care coordination by aligning patient data across systems.

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Follow-Up and Task Management Automation:

After an appointment is completed in Charm Health, automated tasks or follow-up reminders are created in Salesforce. This ensures care coordinators and sales teams stay on top of post-visit follow-ups, such as scheduling future appointments or sending care plan updates. Enhances patient engagement with timely follow-ups. Reduces missed follow-ups by automating task assignments. Improves care continuity and patient satisfaction.

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Automated Reporting and Patient Journey Tracking:

Data from Charm Health—such as appointment histories, care plans, or treatment outcomes—is synced with Salesforce to generate automated reports and track patient journeys. This provides insights for both clinical and administrative teams. Facilitates better decision-making with real-time analytics. Identifies trends to improve patient care and operational efficiency. Strengthens patient-provider relationships by tracking progress and outcomes.