Add new clients in Practice Better from completed forms or questionnaires in Whole Practice
Whenever a form or questionnaire is completed in Whole Practice, this integration ensures the immediate addition of a corresponding client in Practice Better. Eliminate the need for manual data entry and improve efficiency in your healthcare practice management. This seamless process ensures that your Practice Better always reflects the most recent updates from Whole Practice, offering consistent, real-time information.
Whenever a form or questionnaire is completed in Whole Practice, this integration ensures the immediate addition of a corresponding client in Practice Better. Eliminate the need for manual data entry and improve efficiency in your healthcare practice management. This seamless process ensures that your Practice Better always reflects the most recent updates from Whole Practice, offering consistent, real-time information.
- When this happens...Completed Form or Questionnaire
Triggers when a client completes a form or questionnaire.
- automatically do this!Add Client
Add a new client to your account.
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