Patient Data Synchronization and Reporting: 

Automate the process of exporting patient data from Welkin Health into Microsoft Excel with regular syncs to ensure that Excel always reflects the most current information available in Welkin Health. This automation facilitates up-to-date reporting, data analysis, and the creation of dashboards, allowing healthcare providers to quickly generate insights into patient demographics, treatment progress, and health outcomes without manual data entry.

​

Appointment and Follow-up Scheduling: 

Use Excel to schedule and manage patient appointments and follow-ups by importing data from Welkin Health. Automated triggers can update Excel calendars or schedules based on patient interactions or changes in Welkin Health, streamlining scheduling to reduce administrative burden, minimize errors, and ensure timely follow-ups. This automation can also help identify gaps in patient care and improve adherence to treatment plans.

​

Billing and Insurance Claims Processing: 

Integrate billing and insurance claims data between Welkin Health and Excel, automating the flow of information to enhance efficiency in processing claims and managing billing tasks. This reduces the need for manual data entry and helps ensure accurate and timely submission of claims, improving cash flow and reducing the administrative workload associated with financial transactions.