Recently touched
- 2024-01-15 [HubSpot] Update Due Dates for some tasks Done
- 2023-12-21 [HubSpot] Make deal.amount required for plan erstellt Done
- 2023-12-18 GCE - 403 Ask Google Support Done
- 2023-12-11 [HS] Check Workflows (Marked as Review) Done
- 2023-12-05 [Make.com] Run scenarios after project freeze => Check how new appointments went Done
What we built
- 01
Patient Management
Centralized patient database in HubSpot with contact records, treatment history, appointment tracking, insurance information, and communication history.
- 02
Appointment Scheduling
Bi-directional sync with Ivoris clinical software and Google Calendar. New appointments automatically create HubSpot meetings. Appointments include patient info, treatment type, clinician assignment, and status tracking.
- 03
Treatment Workflows
Multi-stage deal pipeline representing patient treatment plans. Stages include initial consultation (Anfangsdiagnostik), diagnosis, treatment plan (Plantyp), treatment execution, and billing. Custom fields track treatment type, plan classification, and insurance coverage.
- 04
Clinical Task Automation
Task creation and assignment based on appointment type and treatment plan. Tasks auto-close based on workflow progression. Error handling for missing patient emails and edge cases.
- 05
Insurance & Billing
Tracks insurance information on patient records. Generates invoices for completed treatment phases. Handles different billing scenarios (patient vs. insurance billed).
- 06
Email & Communication
Automated email notifications to patients (appointment confirmations, treatment reminders, billing updates). Templates for different appointment types and clinical milestones.
- 07
Data Sync & Integration
Real-time two-way sync with Ivoris (clinical software). Google Calendar integration for appointment visibility. Contact and meeting data kept in sync across systems. Error handlers for sync issues and data inconsistencies.