Connect DrChrono to Salesforce and create healthcare automations

Automated Patient Data Syncing:

Automatically sync patient data and records from DrChrono to Salesforce, ensuring that all patient information (e.g., demographics, medical history, appointment history) is available in Salesforce for marketing, support, and follow-up purposes. Enables seamless data flow between the EHR and CRM, providing your sales and customer service teams with up-to-date information. This enhances the ability to personalize communication, track patient interactions, and offer targeted services or follow-ups.

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Lead and Opportunity Management:

Automatically create leads or opportunities in Salesforce when new patients register in DrChrono or when specific healthcare events (e.g., appointment bookings, new treatments) occur. Allows healthcare organizations to track the patient journey, manage opportunities (such as follow-up treatments, service renewals, or new offerings), and nurture leads using Salesforce’s CRM capabilities, ultimately driving better patient retention and engagement.

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Automated Task and Workflow Creation:

When a patient completes certain actions in DrChrono (e.g., attending an appointment, receiving a diagnosis), specific tasks or workflows can automatically be triggered in Salesforce (e.g., scheduling follow-ups, sending patient reminders, or creating a task for billing). Improves workflow automation by ensuring that patient management tasks are automatically created and assigned, reducing administrative burden and ensuring nothing falls through the cracks. This helps maintain continuity of care and operational efficiency.