Automated Patient Data Sync:

Automatically sync patient information from DrChrono, such as demographics, appointment history, and treatment plans, directly into Keap’s CRM. This automation ensures all patient data is organized in one place, allowing your team to manage patient relationships, track interactions, and create personalized outreach campaigns without manually transferring data.

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Appointment Reminders and Follow-Up Campaigns:

When a patient books or completes an appointment in DrChrono, Keap can automatically send out appointment confirmation, reminders, or follow-up messages via email or SMS. Reduces no-shows and ensures continuous communication with patients before and after appointments. This also helps in building stronger relationships through timely post-appointment follow-ups or satisfaction surveys.

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Automated Lead Nurturing for New Patients:

New patient inquiries or sign-ups in DrChrono can automatically trigger lead-nurturing email sequences in Keap. These campaigns can include information about your services, treatment options, and reminders to schedule an initial consultation. Streamlines patient acquisition by automating the process of engaging new leads, improving conversion rates, and ensuring that potential patients are nurtured with relevant information until they book an appointment.