Automated Patient Data Sync Between Healthie and Salesforce:

Patient data collected in Healthie (such as new patient profiles, medical history, and appointment details) is automatically synced with Salesforce, updating patient records in the CRM. This ensures that the Salesforce system reflects up-to-date information from Healthie, including patient interactions and engagement history. Streamlines patient relationship management by keeping Salesforce records accurate and complete, allowing marketing, sales, and support teams to track patient engagement, improve communication, and personalize follow-up efforts.

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Automated Lead and Referral Tracking:

When a patient inquiry or referral is logged in Salesforce, the information is automatically transferred to Healthie, initiating the patient intake process and scheduling the necessary appointments. Additionally, updates in Healthie (e.g., completed consultations) can trigger lead status updates or progress tracking in Salesforce. Enhances the referral management process by ensuring smooth transitions from initial inquiry to patient onboarding and tracking the patient’s journey from lead to active patient, improving conversion rates and workflow efficiency.

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Automated Task and Reminder Creation for Follow-Up Care:

After patient visits or interactions in Healthie, automated tasks and reminders can be created in Salesforce. For example, reminders for follow-up appointments, treatment plan adjustments, or patient check-ins can be triggered and assigned to the appropriate healthcare provider or administrative team member. Ensures timely follow-ups and proactive patient management by reducing the risk of missed actions, improving patient care coordination, and increasing staff productivity through automated task management.