Automated Patient Profile Creation and Data Sync:

When a new patient fills out an intake form in IntakeQ, the data is automatically synced with Salesforce, creating or updating a contact or patient record. This ensures both systems have consistent, up-to-date information. Reduces manual data entry and minimizes errors. Centralizes patient information across platforms. Enhances visibility for healthcare teams working in Salesforce.

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Lead-to-Patient Conversion Workflow:

When a lead in Salesforce is converted to a patient or client, IntakeQ automatically sends intake forms or other onboarding documents to the new patient. Once completed, the forms are attached to the Salesforce record. Smooths the transition from lead to patient or client. Ensures no delays in onboarding with automated form delivery. Provides a seamless experience for both staff and patients.

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Automated Follow-Ups and Case Management:

Salesforce cases or patient interactions trigger automated follow-up emails via IntakeQ. This can include satisfaction surveys, post-care instructions, or future appointment scheduling links. Enhances patient engagement with timely communication. Streamlines care coordination and reduces administrative burden. Improves patient retention by tracking and managing follow-ups effectively.