Introducing Enhanced Next Appointment Properties in HubSpot with CRMConnect: Cliniko → HubSpot

Introducing Enhanced Next Appointment Properties in HubSpot with CRMConnect: Cliniko → HubSpot

Target Audience: CRMConnect: Cliniko → HubSpot Customers

Version 1.26 Enhancements: Built by APIANT

In the world of healthcare, having a comprehensive view of a patient's journey is essential for delivering personalized care and exceptional service. CRMConnect: Cliniko → HubSpot, built by APIANT, has always facilitated the synchronization of appointments between Cliniko and HubSpot. Now, with our latest update, we're taking it a step further by enhancing the Next Appointment properties on the HubSpot contact record. This enhancement complements the existing Last Appointment properties, giving your team a full spectrum of each patient's past visits and future bookings.

Feature Overview

While appointment data has always been updated between Cliniko and HubSpot, this new feature specifically focuses on keeping the Next Appointment properties on the HubSpot contact record current. By combining this with the existing Last Appointment properties, you gain a complete understanding of when a patient last visited, what services they received, and their upcoming appointments.

Updated Next Appointment Properties in HubSpot

The following properties on a HubSpot contact record are now automatically updated whenever changes occur in Cliniko:

• Next Appointment: The patient's upcoming scheduled appointment.
• Next Appointment Category: The type or category of the next appointment.
• Next Appointment Date: The date of the upcoming appointment.
• Next Appointment Day: The day of the week the appointment is scheduled.
• Next Appointment Time: The specific time of the next appointment.
• Next Appointment Practitioner: The full name of the assigned practitioner.
• Next Appointment Practitioner First: The first name of the practitioner.
• Next Appointment Location: The first name of the practitioner.

These properties ensure that your team always has access to the most current and relevant appointment information.

Complementing Last Appointment Properties

The Next Appointment properties enhance the existing Last Appointment properties on the contact record:

• Last Appointment Completed
• Last Appointment Completed Date
• Last Appointment Category Completed

With both sets of data, you now have a 360-degree view of each patient's interaction with your practice—past engagements and future commitments.

Trigger Events for Updates

The updates to these properties are triggered by specific events in Cliniko:

• Appointment Creation or Update: When an individual appointment is created or modified.
• Appointment Cancellation: When an appointment is canceled.
• Appointment Archiving: When an appointment is archived.

If an appointment is canceled or archived and no future appointments are scheduled for the contact, the Next Appointment properties in HubSpot will be cleared. This automatic clearing ensures your team always works with accurate and up-to-date information.

Why This Matters for Your Practice

Having both the last and next appointment details readily available empowers your team to make informed decisions and provide personalized care. Here's why this enhancement is significant:

1. Enhanced Patient Engagement: Knowing a patient's history and future appointments allows for more meaningful and timely interactions.
2. Operational Efficiency: Your team can manage schedules, follow-ups, and communications without switching between systems.
3. Accurate Data for Better Decisions: Automatic updates minimize manual errors, ensuring that all team members have access to consistent information.

Real-World Scenarios of How to Use This Feature

1. Personalized Patient Outreach

With both last and next appointment details at their fingertips, your staff can tailor communications to each patient. For example, if a patient hasn't scheduled their next appointment after a significant procedure, your team can reach out with a gentle reminder or offer assistance in booking the follow-up visit.

2. Proactive Care Coordination

Practitioners can review a patient's past treatments and upcoming appointments to better plan care strategies. If a patient is scheduled for a procedure that requires pre-appointment preparation, staff can send customized instructions well in advance, improving patient compliance and outcomes.

3. Targeted Marketing Campaigns

Marketing teams can segment patients based on their appointment history and future bookings. For instance, patients who have not scheduled a new appointment can be included in a re-engagement campaign offering special promotions or educational content about services they previously received.

Conclusion

The enhanced Next Appointment properties in CRMConnect: Cliniko → HubSpot provide a significant advantage in managing patient relationships. By seamlessly integrating Cliniko's appointment data into HubSpot, built by APIANT, your practice gains valuable insights that enable you to deliver personalized care and improve operational efficiency.

Experience the benefits of this new feature today. Upgrade to CRMConnect Version 1.26 and transform how you interact with your patients!