Recently touched
- 2025-01-08 Add to comments "Meeting type" - SPI-186 Frozen
- 2024-06-14 [HubSpot - Ivoris][Make] Find out what is wrong with creation of Appointment Frozen
- 2024-06-14 [DentalMonitoring] Create of a new integration Frozen
- 2024-06-14 Get request, try create, create +5 year, update - SPI-186 Frozen
- 2024-06-14 [Make] Comment has special symbols that ruing the request Frozen
What we built
- 01
**Patient Management**
Centralized patient database in HubSpot with contact records, treatment history, appointment tracking, insurance information, and communication history.
- 02
**Appointment Scheduling**
Bi-directional sync with Ivoris clinical software and Google Calendar. New appointments automatically create HubSpot meetings. Appointments include patient info, treatment type, clinician assignment, and status tracking.
- 03
**Treatment Workflows**
Multi-stage deal pipeline representing patient treatment plans. Stages include initial consultation (Anfangsdiagnostik), diagnosis, treatment plan (Plantyp), treatment execution, and billing. Custom fields track treatment type, plan classification, and insurance coverage.
- 04
**Clinical Task Automation**
Task creation and assignment based on appointment type and treatment plan. Tasks auto-close based on workflow progression. Error handling for missing patient emails and edge cases.
- 05
**Insurance & Billing**
Tracks insurance information on patient records. Generates invoices for completed treatment phases. Handles different billing scenarios (patient vs. insurance billed).
- 06
**Email & Communication**
Automated email notifications to patients (appointment confirmations, treatment reminders, billing updates). Templates for different appointment types and clinical milestones.
- 07
**Data Sync & Integration**
Real-time two-way sync with Ivoris (clinical software). Google Calendar integration for appointment visibility. Contact and meeting data kept in sync across systems. Error handlers for sync issues and data inconsistencies.