Patient Data Synchronization and CRM Updates:

When new patient information is entered or updated in Tebra (e.g., demographic details, insurance information), Salesforce automatically creates or updates the corresponding contact, lead, or account. This ensures seamless, real-time synchronization between the practice management system and the CRM. Reduces manual data entry and ensures consistency across platforms. Provides staff with a 360-degree view of patient and client interactions within Salesforce.

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Automated Patient Follow-Ups and Marketing Campaigns:

When a patient completes a visit in Tebra, Salesforce triggers follow-up tasks, such as scheduling the next appointment, sending thank-you emails, or launching personalized marketing campaigns (e.g., reminders for annual check-ups). Patient segmentation in Salesforce can enable targeted email campaigns based on visit history or treatment plans. Improves patient engagement with timely follow-ups and personalized communication. Drives retention and revenue through proactive outreach campaigns.

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Revenue Cycle Management and Billing Automation:

Billing data from Tebra, such as completed treatments or outstanding balances, syncs with Salesforce to track payment statuses and trigger reminders. Salesforce workflows can send automated payment reminders to patients or create tasks for the billing team if follow-up is needed. Enhances cash flow by automating payment collection processes. Ensures the billing team has accurate, up-to-date financial data for better revenue management.