4D EMR Integration Benefits & Automation:
Opportunity & Pipeline Automation to decrease manual data entry & drive reporting efficiency
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:
4D EMR integration is built on AX connect which also requires a $99 per month per location integration fee to Aesthetix CRM
Integration Available:
One-way sync from 4D EMR to Aesthetix CRM w/ Manual 2-way Sync Button
The Aesthetix CRM integration with 4D EMR utilizes a polling system, which updates every 5 minutes, with all changes taking 5-10 minutes to show in the CRM.
Appointment Status Triggers for Unconfirmed, Confirmed, Seen, CheckedOut, Rescheduled, Cancelled, and NoShow Appointments
Patient Charges Trigger (not recommended for Plastic Surgery) to bring in all patient charges as they occur.
Create a Patient in 4D EMR Trigger (Manual 2-way sync patient creation in 4D EMR)
Create Leads in 4D EMR (Automatic)
Contact & Opportunity Custom Fields Available:
4D Patient ID | TEXT | {{ contact.4d_patient_id }} |
4D Appointment Type | TEXT | {{ contact.4d_appointment_type }} |
4D Appointment Date | DATE | {{ contact.4d_appointment_date }} |
4D Appointment Subtype | TEXT | {{ contact.4d_appointment_subtype }} |
4D Consult Reason | TEXT | {{ contact.4d_consult_reason }} |
4D Birthday | DATE | {{ contact.4d_birthday }} |
4D Appointment Status | TEXT | {{ contact.4d_appointment_status }} |
4D Provider Name | TEXT | {{ contact.4d_provider_name }} |
4D EMR Facility | TEXT | {{ contact.4d_emr_facility }} |
4D Item Description | TEXT | {{ contact.4d_item_description }} |
4D Item Category | TEXT | {{ contact.4d_item_category }} |