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 [email protected] 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 }} |