Automated Patient Onboarding and Scheduling:  

When a new patient is added to Welkin Health, their information can be automatically synced with Keap, triggering a personalized onboarding sequence. This may include sending welcome emails, informational materials about the healthcare practice, and automated reminders for upcoming appointments. This automation reduces manual data entry, ensures consistency in patient communication, and enhances patient engagement from the outset.

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Follow-Up and Care Plan Management:  

After a patient's visit or care plan update in Welkin Health, an automated follow-up sequence can be initiated in Keap, involving the sending of follow-up emails, satisfaction surveys, medication reminders, or educational content related to the patient's condition. This helps maintain continuity of care, encourages patient adherence to care plans, and provides valuable feedback to healthcare providers through automated survey collection.

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Billing and Payment Automation:  

When a service is logged in Welkin Health, an automated invoice process is triggered within Keap. This integration streamlines the billing cycle, reduces errors in invoicing, and improves the efficiency of payment collection, thereby enhancing financial management for healthcare providers.