Automated Appointment Scheduling and Sync with Elation:

When a patient books an appointment through Calendly, the appointment details (e.g., date, time, and reason for visit) are automatically added to the patient’s profile and synced with Elation’s scheduling system. Simplifies appointment management by eliminating manual entry and ensures that all appointments are accurately reflected in both Calendly and Elation, saving time for staff and reducing scheduling errors.

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Automated Patient Record Creation or Update:

When a new patient books an appointment through Calendly, an automation can be set up to create a new patient record in Elation, or if it’s an existing patient, the record is updated with appointment details and any relevant information captured during booking. Ensures accurate and up-to-date patient information, streamlining the onboarding process for new patients and minimizing manual data entry for existing patients.

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Automated Appointment Reminders and Follow-Up Tasks:

After a patient schedules an appointment via Calendly, Elation can automatically trigger reminders (via email or SMS) for the patient and create follow-up tasks for the provider, such as pre-visit preparation or post-visit follow-ups. Reduces no-shows through timely reminders and improves patient communication. It also ensures that healthcare providers are prepared for appointments and follow up on key action items post-visit, enhancing the overall care process.