Automated Appointment Reminders and Follow-Ups:

When a patient books an appointment in Tebra, the information is synced with Keap, triggering automated appointment reminders via email or SMS. After the appointment, Keap can send follow-up messages, such as thank-you emails, satisfaction surveys, or reminders to book the next visit. Reduces no-shows by ensuring patients are reminded on time. Strengthens patient relationships with personalized follow-up communication.

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Lead Capture and Nurturing Campaigns:

When new patient inquiries or leads are captured in Tebra, they are automatically added to Keap. Keap enrolls these leads into nurturing campaigns (e.g., educational emails, promotional offers, or health tips) to encourage them to become active patients. Increases patient conversion by keeping leads engaged with automated, personalized communication. Saves staff time by automating lead management and follow-ups.

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Automated Invoicing and Payment Reminders:

After a patient visit or service is completed, Tebra sends billing data to Keap, triggering an automated invoice. If payments are not made on time, Keap sends reminders and follow-up messages, ensuring patients stay informed about outstanding balances. Improves cash flow by automating billing and payment follow-ups. Reduces administrative workload by minimizing manual intervention in payment collection.