Automated Appointment Scheduling and Reminders:
When a new appointment is booked in Cliniko, Salesforce automatically creates a corresponding event and sends reminders to both the practitioner and client. These reminders help ensure appointments are not missed and improve the overall client experience by keeping everyone informed and prepared.
Client Data Synchronization and Profile Updates:
When client information is updated in Cliniko, Salesforce automatically syncs the changes to ensure both systems have the most accurate and up-to-date records. This synchronization eliminates manual data entry, reduces errors, and ensures practitioners have access to the latest client information for informed decision-making.
Automated Billing and Invoicing:
When a session is marked as completed in Cliniko, Salesforce automatically generates an invoice and updates the client's billing status. This process streamlines financial workflows, reduces administrative workload, and ensures timely and accurate billing, enhancing revenue cycle management for healthcare practices.