Frontdesk & CRM (customer relationship management) compatibility

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  • Updated 10 months ago
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Hi,

When will front desk be compatable with customer relationship management (CRM) programs such as Mail Chimp, HubSpot, Infusion Soft etc.?

We have met with multiple CRM's who have explained FD is not available with any CRM platform; is this really the case??
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Ellee Wynne

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Posted 11 months ago

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Joyaa Antares

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Interesting that a CRM might think Mail Chimp isn't available in FD.  Has me wondering if they know what they are talking about? (Not intended rudely).
Go to "system information" and tab along to "Mail Chimp".  Enable this.  (May need to speak to Smartsoft for enabling?).     
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Timothy, Business Care Manager

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Hi Ellee. Front Desk provides some basic CRM functions as a practice management system. It allows you to store client details, track and filter them, and communicate with them via mail, email and SMS. For added marketing functionality, Front Desk currently integrates with MailChimp due to its low cost and popularity amongst our users for email campaigns. Note that MailChimp is not a CRM system. 

You may wish to discuss with your CRM consultant that Front Desk has been integrated with MailChimp for over 2 years and how it can be used to meet your needs. Further, if you have a defined CRM need, we may be able to create some custom functionality for you on a consulting basis. This can range from a few hundred dollars to thousands of dollars, depending on your needs. 

We may be able to help you further if you can describe at a business process level what you're trying to achieve i.e. "I would like to track all new patients over the last two years and include them in an email campaign."
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Joyaa Antares

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Thanks for elaborating Timothy.  My response was too simplistic.
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Ellee Wynne

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Hi Tim, thanks very much for your explanation and for the extra info about how we have options. Ill pass this onto our marketing team and be in touch to discuss. Thanks again
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Ellee Wynne

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Hi Joya, another question. Our marketing team has been in touch and we have activated the mail chimp in system info.
Is there a way to make ALL new patients entered into front desk automatically have the 'mailchimp' box ticked?
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Steven, Business Care

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Hi Ellee. Any new patient files that you have created in Front Desk containing an email address will automatically be added to MailChimp when a sync occurs. You can manually sync with MailChimp from System Information > MailChimp, or automatically sync when creating a segment. 

A MailChimp segment is a subset or group of contacts within your Front Desk patient list that and are easily created using the standard Front Desk reports. In your example, you would create a segment for new patients in a period of time to achieve what you're trying to do.

To do this, go to the Patient List report, select the Item Code(s) or Appointment Type for new clients and a Date Range. This will create a new segment in Mail Chimp.



Next time you run this report, you can move the date range to the next week. Be careful not to overlap the dates as you create additional segments.
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David Ayres

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What are you wanting a CRM to do Ellee?
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Ellee Wynne

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Hi David, we have a series of emails we send out to Patients when following their initial consults with health tips etc.