For healthcare clinics: update patient CRM after bookings

Care coordinators lose medication review bookings when calendar events never reach the CRM, risking missed follow-ups. This updates CRM appointment fields so coordinators can follow up quickly.

Overview

Missed medication reviews create care gaps and put patient continuity at risk. This workflow writes calendar bookings into your CRM and notifies care coordinators, eliminating missed follow-ups and keeping patient journey status accurate. Teams report faster handoffs and fewer manual updates.

Notable Features

Push calendar bookings to CRM
Set patient journey status
Alert care coordinators on updates