Practice Better + Whole Practice integrations
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.
- When this happens...Completed Form or QuestionnaireTriggers when a client completes a form or questionnaire.
- automatically do this!Add ClientAdd a new client to your account.
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More things you can do with Whole Practice and Practice Better
Discover other triggers and actions you can use with Whole Practice and Practice Better
- Completed Form or Questionnaire
Triggers when a client completes a form or questionnaire.
Try ItTriggerInstant - New Client Added
Triggers when a new client is added.
Try ItTriggerInstant
- New Appointment Booked
Triggers when a new appointment is booked in Whole Practice.
Try ItTriggerInstant - First NameRequired
- Last NameRequired
- EmailRequired
- Form/QuestionnaireRequired
- Send Email NotificationRequired
ActionWrite
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