Connect Canvas Medical to Salesforce and create healthcare automations

Automated Patient Follow-Up and Appointment Scheduling:

When a patient's medical record is updated in Canvas Medical, Salesforce automatically generates follow-up tasks, such as confirming appointments or sending personalized care instructions. These tasks are assigned to the relevant healthcare provider or administrative staff, with due dates and notification reminders. This automation ensures that all follow-up actions are completed, thereby improving patient care continuity and satisfaction.

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Care Plan and Progress Monitoring:

When a new care plan is initiated in Canvas Medical, related tasks and milestones are automatically created in Salesforce. Healthcare teams can collaborate on patient care strategies, track progress, and ensure that treatment goals are met. This streamlines care plan management, ensuring that all team members are informed and aligned, leading to improved patient outcomes.

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Real-Time Alerts and Workflow Optimization:

If a critical update, such as a change in patient condition or missed medication, is logged in Canvas Medical, Salesforce creates a task to notify relevant team members to take immediate action. Salesforce tracks these tasks to ensure timely completion and intervention. This improves operational efficiency by keeping the healthcare team responsive and proactive in addressing urgent patient needs.