Automated Document Management for Patient Records:

When a new patient record is created or updated in OpenPractice, the corresponding document is automatically uploaded or synchronized with a designated folder in Google Drive. This ensures that all patient information is consistently backed up, easily accessible, and organized, enhancing the efficiency of record management and compliance with data storage regulations.

​

Seamless Sharing of Educational Materials:

When educational materials or care instructions are added to a patient's profile in OpenPractice, they are automatically uploaded to Google Drive. A shareable link is generated and sent to the patient or relevant care team members. This streamlines the distribution of essential information, ensuring patients and healthcare providers have timely access to necessary resources.

​

Automated Billing and Invoice Storage:

When a billing transaction is completed in OpenPractice, the associated invoice is automatically saved to a specified folder in Google Drive. This automation helps in maintaining an organized and easily retrievable billing archive, facilitating smoother financial audits and reducing the administrative burden on healthcare staff.