Automated Appointment Booking and Sync to Elation:

When a patient books an appointment through Acuity Scheduling, the appointment details (such as time, date, and type of visit) are automatically synced with the patient’s profile in Elation, updating the provider’s schedule accordingly. Eliminates the need for manual appointment entry, ensures accuracy in both scheduling systems, and saves time for staff, enabling a seamless booking experience.

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Automated New Patient Record Creation or Existing Record Update:

When a new patient books an appointment through Acuity, an automation creates a new patient record in Elation with the information provided during booking (such as name, contact info, and reason for the visit). For returning patients, the system updates their records with the latest appointment details. Streamlines the patient intake process by automating record creation and updates, ensuring that patient data is current and available before the visit, reducing administrative workload.

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Automated Appointment Reminders and Follow-Up Workflows:

Once an appointment is scheduled through Acuity, Elation can automatically trigger reminders (via email or SMS) to patients, ensuring they are informed about upcoming visits. Additionally, follow-up tasks can be created within Elation after the appointment, such as scheduling a follow-up visit or completing post-visit documentation. Reduces appointment no-shows through timely reminders, enhances patient communication, and helps providers stay on top of follow-ups, improving the overall patient care experience.