Automated Patient Intake and Data Synchronization:

When a new patient is added in Practice EHR, Salesforce automatically creates a corresponding contact record, ensuring all essential patient data is synchronized. This includes demographic information, insurance details, and medical history. This integration eliminates manual data entry, reducing errors and saving time, thus improving the accuracy of patient records and streamlining the onboarding process.

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Appointment Scheduling and Reminders:

When an appointment is scheduled or modified in Practice EHR, Salesforce automatically updates the patient’s record and sends appointment reminders via email or SMS. It also generates follow-up tasks for clinic staff to prepare for the appointment, such as verifying insurance or confirming attendance. This ensures effective communication, reduces no-show rates, and enhances patient engagement by keeping them informed and reminded of their upcoming visits.

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Billing and Revenue Cycle Management:

When a treatment is completed and billing information is entered in Practice EHR, Salesforce automatically updates the billing records and initiates the revenue cycle workflow. This includes generating invoices, tracking payments, and sending reminders for outstanding balances. The integration facilitates efficient billing processes, minimizes delays in revenue collection, and supports financial transparency for healthcare practices.