Create new patients in Growth99 from new invoices in Aesthetic Record EMR
This workflow commences when an invoice is created in the Aesthetic Record EMR app, leading to a patient action in Growth99. This automation enhances efficiency, ensuring prompt communication between the two apps to improve patient management. It's a seamless connection for medical professionals who want to streamline their invoice and patient management process.
This workflow commences when an invoice is created in the Aesthetic Record EMR app, leading to a patient action in Growth99. This automation enhances efficiency, ensuring prompt communication between the two apps to improve patient management. It's a seamless connection for medical professionals who want to streamline their invoice and patient management process.
- When this happens...New Invoice
Triggers when a new invoice is generated in Aesthetic Record.
- automatically do this!Create Patient (Legacy)
Create a new patient in Growth99 (Legacy)
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New Invoice
Triggers when a new invoice is generated in Aesthetic Record.
Try ItCreate Appointment
Triggers when a new appointment is created in Growth99
Try ItUpdate Contact
Triggers when a contact is updated in Growth99
Try ItEmailRequired
First NameRequired
Last Name
Phone Number
Message
Source
Source URL
Tag
Notes
New Patient
Triggers when a new patient/client is added to Aesthetic Record.
Try ItCreate Contact
Triggers when a new contact is created in Growth99
Try ItStageRequired
First NameRequired
Last NameRequired
Email AddressRequired
Phone NumberRequired
Date of Birth
Gender
Lifetime Value
Instagram Handle
Address Line 1
Address Line 2
City
State
Country
Zipcode
SMS Opted In
Email Opted In
Notes
EmailRequired
First NameRequired
Last NameRequired
Phone Number
Message
Tag
Notes