Automated Data Synchronization: 

Automatically synchronize patient records from Practice EHR with client profiles in AgencyBloc. This ensures that any updates to patient demographics, contact information, or insurance details are consistently reflected in both systems, reducing the risk of errors and improving data accuracy. Additionally, automate the updating process for insurance policies and coverage details between the two platforms to ensure that any changes in a patient’s insurance status are immediately available to both healthcare providers and insurance agents, facilitating better coordination and billing accuracy.

​

Workflow and Task Management: 

Set up triggers to automatically create tasks in AgencyBloc based on certain actions or updates in Practice EHR. For example, if a new patient appointment is scheduled, an automatic task can be created for the insurance agent to verify coverage or update policy details. Automate follow-up reminders for both healthcare providers and insurance agents to enhance task management and ensure timely actions are taken, improving overall operational efficiency.