Docplanner Integration

How to integrate your Docplanner Phone account with clinic's profile?

Integration allows you for using a range of additional functions, which make managing telephone traffic easier and help you improve the patient experience.

How to integrate?

It's really simple and will only take you a few seconds. Have a look at the video or the instruction below:

  1. Click on Settings and go to the first tab - General Settings 
  2. Click on Integrate with a Docplanner profile button
  3. Docplanner login page will open - log in with your email and password
    ⚠️ Remember to use the credentials for clinic and not your individual profile
    👉 If you are already logged in to your Docplanner profile you will skip this step
  4. You will be redirected to a page, where you can select the profile for integration - click on the profile you want to choose
  5. That's it! You profiles should now be successfully integrated 😊

You can check the date of the last successful integration here under Integration details in General Settings.

What functions do you gain with integration?

Having the integration between your Docplanner profile and Docplanner Phone account allows you to use the following functions:

  • Contact base synchronization
  • Viewing patients' upcoming visits directly in Docplanner Phone
  • Adding appointments directly in Docplanner Phone
  • Creating tasks for confirming appointments that don't have the confirmation from the patient yet
  • Sending text messages with a link to booking a visit for patients who didn't reach your clinic

Make sure to integrate your profiles and use these functions to their full potential! 🎉