Patient Information Synchronization:  

Set up automated workflows to sync patient demographics, contact information, and insurance details between Elation and AgencyBloc. When a new patient is added in Elation, their information should automatically create or update a corresponding profile in AgencyBloc. This ensures that both platforms reflect the most current patient data, reducing discrepancies and manual entry errors, thereby enhancing efficiency and reducing manual workloads.

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Appointment and Task Management:  

Create an automation that transfers appointment details from Elation to AgencyBloc, including the patient's name, appointment date and time, and type of appointment. Additionally, generate tasks in AgencyBloc for follow-ups or reminders post-appointment. This ensures that all relevant team members are informed and can take appropriate actions without missing critical steps in patient care, streamlining appointment scheduling and follow-up tasks for better patient management.

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Insurance Verification and Billing Coordination:  

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