Automated Task Creation for Client Follow-Ups:  

When a patient appointment is completed in Practice EHR, Keap automatically creates follow-up tasks such as sending personalized care instructions or scheduling the next appointment. These tasks are assigned to the appropriate healthcare provider or administrative staff, with deadlines and automated reminders. This process ensures that all necessary follow-up actions are conducted promptly, enhancing patient care continuity and satisfaction.

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Patient Engagement and Marketing Campaign Automation:  

When new patients are added to Practice EHR, Keap can automatically enroll them into targeted email campaigns or patient engagement sequences. This includes sending welcome emails, health tips, or reminders for upcoming appointments. By automating these marketing and engagement efforts, practices can maintain consistent communication with patients, fostering stronger relationships and improving patient retention.

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Internal Alerts for Critical Patient Updates:  

If a critical patient update such as a lab result or an urgent message is logged in Practice EHR, Keap can trigger internal alerts to notify the relevant healthcare provider or team member. This ensures that important information is promptly reviewed and acted upon, improving operational efficiency and patient safety by ensuring timely interventions for critical updates.