Automated Patient Appointment Reminders and Follow-Ups:

When a patient appointment is scheduled in OpenDental, Keap automatically sends reminder emails or text messages to the patient. It also schedules follow-up messages to gather feedback or remind about post-appointment care instructions. This ensures patients are informed and engaged, reducing no-shows and enhancing patient satisfaction.

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Patient Record Updates and Task Assignments:

When patient information is updated in OpenDental, Keap generates tasks to notify the administrative team for any further actions required, such as insurance verification or billing updates. These tasks are assigned with due dates to ensure timely processing, streamlining administrative workflows and reducing errors.

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New Patient Onboarding and Communication:

When a new patient is added to OpenDental, Keap triggers a series of onboarding emails or text messages. This includes welcome messages, office policies, and initial appointment details. The automation helps establish a strong patient-provider relationship from the start and ensures new patients have all necessary information.