Dan W
CRM, EHR, EMR and ERP Expert, Healthcare Integration, Automation
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3 Avaliações
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areagencypro

Alemanha
Dan set up a sync between our Givebutter gala ticket sales and our Bloomerang donor database so we finally have visibility into who's actually attending, longtime donors and first timers alike, instead of tracking the event completely separately. He caught real issues during testing, a donor who used...
excelentspirit

Estados Unidos
Dan built a Keragon integration connecting eClinicalWorks no-shows to Ghl so our front desk actually gets a task to follow up on instead of letting missed appointments quietly slip through. He caught a distinction I hadn't thought about, separating true no-shows from appointments cancelled in advance...
excelentspirit

Estados Unidos
After merging with another practice, we ended up using both Epic and eClinicalWorks, and our front desk was manually checking schedules for unconfirmed appointments. Dan built a Keragon workflow that automatically turns unconfirmed eClinicalWorks appointments into tasks in GoHighLevel, choosing Keragon...
