Automated Appointment Booking and Confirmation Workflows:

When an appointment is booked in Tebra, the patient data syncs with GoHighLevel to trigger automated confirmation emails or SMS reminders. If patients reschedule or cancel appointments in Tebra, GoHighLevel updates the communication sequence accordingly. Reduces no-shows with timely reminders and confirmation messages. Automates rescheduling, saving staff time and improving patient satisfaction.

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Lead Nurturing and Follow-Up Campaigns:

New patient inquiries or registrations captured in Tebra are synced to GoHighLevel, automatically enrolling them in nurturing campaigns (e.g., email or SMS drip campaigns). Follow-up campaigns can remind patients of annual check-ups, promote wellness programs, or encourage completion of registration forms. Enhances patient engagement and drives higher retention rates. Streamlines communication with prospective and existing patients through personalized campaigns.

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Revenue Collection and Payment Reminders:

When a service or treatment is completed in Tebra, billing data triggers automated payment reminders via GoHighLevel. If payments are overdue, GoHighLevel can escalate the workflow, sending follow-up messages or notifying the billing team to intervene. Improves cash flow by automating payment collections. Reduces the administrative burden on staff, ensuring timely follow-ups on outstanding balances.