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AdvancedMD & Salesforce: Integrating for patient intake, scheduling & reporting


Disclaimer: This blog article was written by an AdvancedMD partner. The views and opinions expressed in this article are those of the author(s) and do not necessarily reflect the official policy or position of AdvancedMD.

patient intake

Did you know you could improve your patient intake, scheduling, and reporting by integrating AdvancedMD with Salesforce? Our partner CopperHill has created two comprehensive video demos to highlight the benefits of using AdvancedMD with Salesforce. These videos are broken down into two-minute mini-demos.

Patient Intake with AdvancedMD & Salesforce

Elevate patient care and simplify the patient intake and admissions processes. This reduces administrative burdens, eliminates duplicative tasks, and saves time for admission coordinators and clinicians.

How it works

  • Admission teams fill out patient information in Salesforce, synced to AdvancedMD
  • Clinical team picks up patient in AdvancedMD and adds an insurance to highlight the bi-directional sync
  • Admission team can now see insurance change in Salesforce

Reporting/Scheduling with AdvancedMD & Salesforce

Make scheduling easier for patients, providers, and care coordinators. And improve reporting for executive teams by increasing data visibility. Easily track the numbers and generate comprehensive reports on patient intake, referrals, insurance types and payer types.

How it works

  • Care coordinator schedules appointment in AdvancedMD, synced to Salesforce
  • Admission team can see the appointment has been scheduled in Salesforce
  • After the appointment, patient has moved to “checked out” in AdvancedMD
  • Patient status updated in Salesforce to “Admitted / In Treatment”
  • Look at Salesforce reporting for executive teams

Topic: Business, Reporting & Analytics

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