Overview of ModMed Integration with Aesthetix CRM

Learn more about the fields, workflows, triggers, and actions available in the ModMed integration.

ModMed Integration Benefits & Automation:

  • Opportunity & Pipeline Automation to decrease manual data entry

  • Supports multiple pipelines to automate updating opportunities in surgical and non-surgical pipelines.

  • Automate Google review collection after appointments

  • Automate post-appointment follow-up

  • Automate patient retention campaigns for specific treatment & service types

  • Collect data for better patient/client segmentation

  • Automated birthday campaigns

Platform Connection Requirements:

  • ModMed integration requires ModMed API access and a Keragon account, which starts at $299 per month

  • Clients will be required to provide all appointment types in a spreadsheet for Aesthetix CRM to properly set up the integration.

  • Client will share Keragon delegated access to team@aesthetixcrm.com so that our team can set up the integration.

Integration Available:

One-way sync from ModMed to Aesthetix CRM via Keragon Connector

  • Appointments Trigger via Appointment Status (Booked, Completed, Cancelled, No Show)

  • NO CHECKOUT POSSIBLE

  • Create a Patient in ModMed Trigger (Manual 2-way sync patient creation in Nextech)

Contact & Opportunity Custom Fields Available:

Custom Field Name

CF Type

CF Custom Value

ModMed Appt Type

TEXT

{{ contact.modmed_appt_type }}

ModMed Appt Description

TEXT

{{ contact.modmed_appt_description }}

ModMed Appt Date

DATE

{{ contact.modmed_appt_date }}

ModMed Appt Status

TEXT

{{ contact.modmed_appt_status }}

ModMed Appt ID

TEXT

{{ contact.modmed_appt_id }}

ModMed Birthday

DATE

{{ contact.modmed_birthday }}

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