CareStack features the ability to integrate your Swell software with your CareStack records. Swell is a patient review and feedback asset that allows your office to engage in highly personalized marketing campaigns, getting you more reviews, more patients, and more appointments. Swell also integrates with Google reviews and your other favorite review sites, creating a seamless patient engagement and feedback experience.
How It Works
Once your Swell campaigns have been set up for each location, you can go on about your day and forget about having to upkeep these campaigns. A daily job will be run in the background to check for patients that meet the specified criteria and then send out campaigns just when the time is right. When the patient receives the invitation to leave a review, they can quickly leave their notes and be on their way in no time. Also, a safeguard has been put in place to prevent any unnecessary, duplicate messages from being sent to any one patient.
To set up your Swell integration with CareStack, follow the steps below.
Step One: Obtain the API Key & Account ID Numbers from CareStack
- At this point, you would have already signed up with Swell and entered your locations into your account dashboard.
- Next you will need to contact a CareStack Support Agent to obtain the API Authorization Key for Swell.
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Access your CareStack Account ID
- Navigate to the System Menu > Practice Settings.
Click Basic Information > Account Details section, and in there you will be able to find the Account ID.
Step Two: Log into Swell > Integrate each of your Locations with CareStack
Once you have obtained the API numbers from CareStack, log into your Swell dashboard, select a location, then click on the Integrations tab.
- Select CareStack from the options listed under Integrations.
- Enter the API key and Account ID, then click on the Verify Credentials tab.
- You will receive a confirmation message as 'Connection Confirmed'.
Step Three: Create your Swell Integration Criteria
After the integration steps are completed, you will be able to customize the fields that Swell pulls from CareStack and when. Basically, this tells the daily sync job what to look for when generating the patient surveys and invites (based on the appointment details, production type, and other criteria unique to your CareStack platform).
- Click on New Connection to create your first campaign.
Enter the following:
- Campaign: Enter a name for this campaign.
- Sync at: Select the time you would like Swell to sync with your CareStack data (such as at the end of your workday or at midnight).
- Send invites at: Select the time you would like Swell to send out the campaigns.
- Appointment Statuses: Select the desired filters you will be utilizing from this location to create your campaign criteria.
- Click Save once you are done.
- A confirmation message will appear as Saved, and your Swell/CareStack Integration will now be complete.
What Next?
Refer your Swell user guide or reach out to Swell Customer Support to learn more about creating and maintaining your customized surveys and feedback campaigns.
Also take advantage of Swell's advanced reporting and KPI tracking, which will further help you connect the dots and smooth over any pain points identified in your patient feedback process. This is your tool to identify gaps and create an opportunity for growth and improvement, as well as expansion.
Example Campaign 1: Patient Surveys
Example Campaign 2: Invite to Review on Google
Note: Please refer to your Swell user guide or reach out to Swell customer support to learn more about generating your reporting and analytic information. |
Practices can enhance their productivity and streamline their process better by leveraging the benefits of Swell Integration with CareStack.