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 + $99 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.
Integration Available:
Two-way sync from ModMed to Aesthetix CRM
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 }} |