Automated Patient Record Creation and CRM Sync:
When a patient completes an intake form in IntakeQ, the information automatically creates or updates a contact in Keap’s CRM. This ensures patient data is organized and up-to-date, ready for further engagement. Reduces manual data entry and errors. Provides a single source of truth for patient records. Enables contact segmentation for personalized follow-ups and campaigns.
Appointment Reminders and Follow-Up Campaigns:
IntakeQ triggers automated workflows in Keap for appointment reminders, confirmations, and post-visit follow-ups via email or SMS. These messages can include pre-visit instructions or surveys for patient feedback. Reduces no-shows with timely reminders. Enhances patient experience with personalized follow-ups. Automates feedback collection, helping improve service quality.
Patient Nurture and Onboarding Sequences:
New patients added through IntakeQ can be enrolled in Keap’s automated nurture or onboarding campaigns. These campaigns can deliver educational content, welcome emails, and health reminders to keep patients engaged. Improves patient engagement through ongoing communication. Streamlines onboarding with automated touchpoints. Increases retention by keeping patients informed and connected to care.
From solo practices, large multi-location clinics and all the way up to NASDAQ-listed digital health companies.