Automated client data entry into CRM or EHR

Purpose

1.1. Automate client information transfer from contact forms, emails, or landing pages into CRM or EHR systems for alternative medicine practitioners.
1.2. Standardize and centralize data for quick access during lead management and appointment booking.
1.3. Eliminate manual entry errors, save staff time, and ensure up-to-date records for client services and follow-ups.
1.4. Maintain compliance in storing health data per industry regulators.

Trigger Conditions

2.1. New client submits a form on the practitioner’s website or landing page.
2.2. Appointment request or inquiry received via email, SMS, or integrated channel.
2.3. Client call is logged or transcribed with details.
2.4. Data received from 3rd-party lead service, directory, or event sign-up.

Platform Variants

3.1. Salesforce
• Feature: REST API/Leads Endpoint
• Setting: Configure Lead Capture Flow to POST client data to /services/data/vxx.x/sobjects/Lead
3.2. HubSpot
• Feature: Contacts API
• Setting: Webhook to POST new contact details to /contacts/v1/contact
3.3. Zoho CRM
• Feature: API/v2/Leads
• Setting: Integrate webhook notification to push lead data to Zoho CRM endpoint
3.4. Microsoft Dynamics 365
• Feature: Dataverse API
• Setting: Automated workflow to create records in ‘Contact’ table using Dataverse connector
3.5. Pipedrive
• Feature: Persons API
• Setting: Automate HTTP POST to /persons for every new client entry
3.6. SuiteCRM
• Feature: REST API/Leads
• Setting: Configure integration to POST JSON lead data to CRM endpoint
3.7. SimplePractice
• Feature: Client Imports
• Setting: Trigger CSV file import when new data arrives or use API if enabled
3.8. Jane App
• Feature: API/Clients
• Setting: POST new client attributes to /api/v2/clients
3.9. DrChrono
• Feature: Patients API
• Setting: POST data to /api/patients to auto-create EHR entries
3.10. Kareo
• Feature: Patient Demographics API
• Setting: API integration to create new Patient resource
3.11. Cliniko
• Feature: Patients API
• Setting: Use /v1/patients POST endpoint for new client data
3.12. Athenahealth
• Feature: Patient Registration API
• Setting: Push new registration details to API
3.13. Practice Fusion
• Feature: HL7 Integration
• Setting: Set up HL7 channel to accept and auto-populate new patient info
3.14. Copper CRM
• Feature: People API
• Setting: POST client data to /v1/people endpoint
3.15. Freshsales
• Feature: Contacts API
• Setting: Automate client insertion via /api/contacts POST
3.16. Agile CRM
• Feature: Contacts API
• Setting: Trigger POST to /api/contacts
3.17. Insightly
• Feature: Contacts API
• Setting: POST to /Contacts endpoint for automated entries
3.18. Nimble
• Feature: Contacts API
• Setting: POST new contacts to /api/v1/contacts
3.19. Healthie
• Feature: API/Clients
• Setting: POST to /api/v1/clients endpoint
3.20. OnPatient (drchrono portal)
• Feature: Patient POST API
• Setting: Push new patient data to the API for EHR record creation

Benefits

4.1. Accelerates lead capture to appointment pipeline with real-time client entry.
4.2. Increases accuracy by eliminating manual data transfer errors.
4.3. Ensures client records are always updated before practitioner interactions.
4.4. Frees staff to focus on client care, not administration.
4.5. Enables rapid, compliant communication and reminders from clean data sources.