Automated Appointment Scheduling and Confirmation:

When a patient schedules an appointment in OpenDental, Salesforce automatically sends a confirmation email or SMS to the patient and creates a follow-up task for the staff. This ensures patients are reminded of upcoming appointments, reducing no-show rates and enhancing patient engagement.

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Patient Record Synchronization and Update:

When patient information is updated in OpenDental, Salesforce automatically synchronizes these changes, ensuring that all patient records are current and consistent across both systems. This improves data accuracy, reduces manual entry errors, and ensures healthcare providers have access to the most up-to-date information.

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Billing and Insurance Claim Automation:

When a treatment is completed in OpenDental, Salesforce automatically generates billing tasks and insurance claims, sending notifications to the billing department. This automation streamlines the billing process, reduces administrative workload, and accelerates revenue cycle management by ensuring timely submission of claims and follow-ups.