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, which starts at $25 per provider, paid directly to ModMed + $149 per month integration fee to Aesthetix CRM.
Clients will be required to provide all appointment types in a spreadsheet for Aesthetix CRM to properly set up the integration.
Requesting the Integration:
The customer will need to submit a request to practicesolutions@modmed.com for the Aesthetix CRM integration. The ModMed Practice Solutions team will manage the enablement process and provide the customer with instructions for generating API credentials (username and password), which they must then share with Aesthetix CRM for implementation.
Required Credentials You Must Send to Aesthetix CRM:
Prefix URL for your practice
FHIR Username
FHIR Password
Aesthetix CRM will generate a unique API key for your account via ModMed Developer Support.
Integration Details:
5-minute Polling Triggers:
Appointment Status Updates (Pending, Confirmed, Fulfilled, Checked-Out, Cancelled, No Show)
Patient Created or Updated in ModMed
Patient Charges Created in ModMed
Actions:
Create a Patient in ModMed Trigger (Manual 2-way sync patient creation in ModMed)* Requires First Name, Last Name, Email, Phone, Gender, and DOB.
GET Location
GET Patient
GET Provider
GET Appointment Types
GET Charge Item
Contact & Opportunity Custom Fields Available:
Field Name | Type | Custom Value |
ModMed Appt Status | TEXT | {{ contact.modmed_appt_status }} |
ModMed Appt Date | DATE | {{ contact.modmed_appt_date }} |
ModMed Appt Type | TEXT | {{ contact.modmed_appt_type }} |
ModMed Appt Description | TEXT | {{ contact.modmed_appt_description }} |
ModMed Appt ID | TEXT | {{ contact.modmed_appt_id }} |
ModMed Birthday | DATE | {{ contact.modmed_birthday }} |
ModMed Location | TEXT | {{ contact.modmed_location }} |
ModMed Provider | TEXT | {{ contact.modmed_provider }} |
ModMed Patient ID | TEXT | {{ contact.modmed_patient_id }} |
ModMed Charge Type | TEXT | {{ contact.modmed_charge_type }} |
ModMed Transaction ID | TEXT | {{ contact.modmed_transaction_id }} |
