Automated Patient Data Sync Between Elation and Keap:

New patient leads or inquiries captured in Keap can automatically trigger the creation or update of patient records in Elation. Information like name, contact details, and appointment requests can be synced between both systems, ensuring that patient data is accurate and up-to-date in the EHR. Reduces manual data entry, ensures consistent patient information across platforms, and allows clinical and administrative teams to work with the most current data.

​

Automated Appointment Scheduling and Confirmation:

When a patient schedules an appointment through Keap's appointment scheduling tool, the details (such as date, time, and reason for the visit) can be automatically sent to Elation and added to the patient’s record. Additionally, Keap can send automated confirmation and reminder emails or SMS to patients to reduce no-shows. Streamlines the scheduling process, ensures appointments are reflected in both the CRM and EHR systems, and improves communication with patients through automated reminders.

​

Automated Patient Follow-Up Campaigns:

After a patient visit or treatment, Elation can trigger Keap to initiate follow-up campaigns such as sending post-appointment surveys, health tips, or reminders for future check-ups. These campaigns can be personalized based on patient interactions in Elation and can be sent via email or SMS. Enhances patient retention by automating follow-ups, improving patient engagement through personalized communication, and ensuring patients stay on track with their healthcare plans.