Connect Elation to Salesforce and create healthcare automations

Automated Patient Data Sync between Elation and Salesforce:

Patient information collected in Salesforce (such as new patient sign-ups or lead data) is automatically synced with Elation, ensuring that a patient’s medical records and personal information are up-to-date in both systems. Updates in Elation can also be reflected in Salesforce, keeping both platforms synchronized. Reduces manual data entry and ensures that patient details are accurate across both the CRM and the EHR, improving workflow efficiency and reducing the risk of data inconsistencies.

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Automated Referral Management and Lead Tracking:

When a referral is made or a new patient inquiry is logged in Salesforce, the system can automatically create a new patient record in Elation, initiating the clinical intake process. Additionally, updates on patient progress or follow-up needs in Elation can trigger lead status updates in Salesforce. Streamlines the referral process, helping healthcare providers quickly convert leads into active patients while keeping the sales and clinical teams aligned on patient progress and status.

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Automated Task and Reminder Creation for Follow-Up Care:

Patient interactions tracked in Elation, such as the completion of appointments or the need for follow-up care, can trigger automated tasks and reminders within Salesforce. For example, Salesforce can create tasks for staff to follow up with patients after appointments or trigger marketing automation workflows for ongoing patient engagement. Enhances patient follow-up and engagement, ensures no patient is overlooked post-care, and supports ongoing communication, leading to better retention and satisfaction while streamlining administrative processes.