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Integration Demo: Reporting and Scheduling through Salesforce and AdvancedMD

If this demo appears blurry: increase the Quality to 1080p+ by hovering over the playing video and clicking the gear icon.

Watch our integration demo to see Salesforce and AdvancedMD work together to make scheduling easier for patients, providers, and care coordinators. This video also highlights the benefits of reporting for executive teams looking for improved data visibility.

To learn more about our integration expertise, please contact us! You can read more about our partnership with AdvancedMD on their Marketplace.

wellsky logo

Our Accelerator enables:

Data sharing* with WellSky Software relating to:

  • Blood Management
  • Home Health
  • Specialty Pharmacy

 

*Additional data points may be available based on WellSky Software Connector and Client requests.

tebra logo

Our Accelerator enables:

Data sharing* with Tebra relating to:

  • Patient Demographics 
  • Insurance Information
  • Appointment Details
  • Appointment Notes
  • Service Locations 
  • Practices
  • Providers
  • Procedures

 

*Additional data points may be available based on Tebra Connector and Client requests.

sage logo

Our Accelerator enables:

Data sharing* with Sage relating to:

  • Accounts Payable
  • Accounts Receivable
  • Purchasing
  • Order Entry
  • Inventory Control
  • Project and Resource Management

 

*Additional data points may be available based on Sage Connector and Client requests. Data availability varies based on different Sage editions and products.

 

oracle netsuite logo

Our Accelerator enables:

Data sharing* with Oracle NetSuite relating to:

  • Assets
  • Customers
  • Orders and Order Line Items
  • Quotes and Quote Line Items
  • Pricebooks
  • Products

 

*Additional data points may be available based on Oracle NetSuite Connector and Client requests.

nextech logo

Our Accelerator enables:

Data sharing* with Nextech relating to:

  • Patient Demographics 
  • Locations
  • Appointments and Appointment Types
  • Practitioners

 

*Additional data points may be available based on Nextech Connector and Client requests.

nextgen logo

Our Accelerator enables:

Data sharing* with NextGen relating to:

  • Patient Demographics 
  • Insurance Information
  • Appointments
  • Diagnostics and Vitals

 

*Additional data points may be available based on NextGen Connector and Client requests.

monday logo

Our Accelerator enables:

Data sharing* with monday.com relating to:

  • Accounts, Contacts, Leads
  • Deals
  • Assets
  • Boards
  • Items
  • Projects
  • Users
  • Workspaces

 

*Additional data points may be available based on monday.com Connector and Client requests.

kipu logo

Our Accelerator enables:

Data sharing* with Kipu relating to:

  • Patient Demographics and Attachments
  • Insurance Information
  • Appointment Details
  • Care Levels and Care Teams
  • Consent Forms
  • Referrers
  • Locations
  • Admissions and Diagnosis History
  • Providers
  • Payors

 

*Additional data points may be available based on Kipu Connector and Client requests.

homecare homebase logo

Our Accelerator enables:

Data sharing* with Homecare Homebase relating to:

  • Patient Details
  • Allergies and Diagnoses
  • Patient Visits and Events
  • Guarantor 
  • Insurance Information
  • Next of Kin Information
  • Service Locations and Practices
  • Providers

 

*Additional data points may be available based on Homecare Homebase Connector and Client requests.

Elation Health logo

Our Accelerator enables:

Data sharing* with Elation Health relating to:

  • Patient Details and Timeline
  • Action Plans and Tasks
  • Appointment Details and Notes
  • Clinical Data and Vitals
  • Providers
  • Treatments and Procedures
  • Medication Details and Prescription Information
  • Non-visit Notes

 

*Additional data points may be available based on Elation Health Connector and Client requests.

eclinicalworks logo

Our Accelerator enables:

Data sharing* with eClinicalWorks relating to:

  • Appointments and Visit Types
  • Patient Demographic Details
  • Patient Insurance Information
  • Patient Visit Details
  • Ordering, Referring, and Rendering Providers
  • Guarantor and Next of Kin Information

 

*Additional data points may be available based on eClinicalWorks Connector and Client requests.

dr chrono logo

Our Accelerator enables:

Data sharing* with DrChrono relating to:

  • Appointments
  • Allergies
  • Medications
  • Patients
  • Payments
  • Tasks
  • Vaccinations

 

*Additional data points may be available based on DrChrono Connector and Client requests.

brightree logo

Our Accelerator enables:

Data sharing* with Brightree relating to:

  • Inventory Information
  • Void Reasons
  • Patient Records
  • Device Information
  • Sales Orders and Requests
  • Insurance Codes

 

*Additional data points may be available based on Brightree Connector and Client requests.

AURA logo

Our Accelerator enables:

Data sharing* with AURA Enterprise EHR Software relating to:

  • Patient Demographic Information
  • Encounter Details
  • Admission Details
  • Discharge Details
  • Invoices and Financial Balances

 

*Additional data points may be available based on AURA Connector and Client requests.

athenahealth logo

Our Accelerator enables:

Data sharing* with AthenaHealth relating to:

  • Patient Clinical Information and History
  • Appointments and Encounters
  • Documents and Forms
  • Orders
  • Diagnoses
  • Hospital and in-patient related information
  • Insurance and Financials
  • Practice and Department
  • Provider
  • Quality Management

 

*Additional data points may be available based on AthenaHealth Connector and Client requests.

Allscripts logo

Our Accelerator enables:

Data sharing* with Allscripts relating to:

  • Home Health and Hospice Referrals
  • Facility
  • Notes
  • Patient Details
  • Physicians
  • Medications and Allergies
  • Payors

 

*Additional data points may be available based on Allscripts Connector and Client requests.

AdvancedMD logo

Our Accelerator enables:

Data sharing* with AdvancedMD relating to:

  • Appointment Status
  • Appointment Details
  • Appointment Notes
  • Patient Demographic Details
  • Patient Insurance
  • Insurance Carriers
  • Providers
  • Procedure Codes

 

*Additional data points may be available based on AdvancedMD Connector and Client requests.

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