Automated Patient Onboarding and Data Sync:

When new patient inquiries or leads are captured in Keap, the information is automatically transferred to Healthie, creating or updating patient profiles. This automation allows for seamless onboarding, including scheduling initial appointments, sending intake forms, and collecting necessary health data. Streamlines the patient onboarding process by reducing manual data entry, ensuring that all relevant information is synchronized across both platforms, and creating a more efficient workflow for healthcare providers.

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Automated Appointment Reminders and Follow-Up Sequences:

Once an appointment is scheduled in Healthie, Keap can automatically send reminders to patients via email or SMS to reduce no-shows. After the appointment, Keap can trigger follow-up sequences, such as post-appointment surveys, health tips, or reminders for future appointments.

Improves patient engagement and retention by sending timely reminders and follow-up messages, helping to ensure that patients remain on track with their care and increasing overall satisfaction.

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Automated Patient Segmentation and Campaigns:

Keap can automatically segment patients based on the data synced from Healthie, such as treatment history, health conditions, or appointment frequency. Personalized marketing or educational campaigns can be triggered to send targeted content, such as chronic disease management tips, wellness programs, or promotional offers for relevant services. Enhances patient engagement by delivering personalized content and communications, improving patient satisfaction, and encouraging adherence to treatment plans or health maintenance routines.