Keap Tagging Integration for Health & Wellness EHR - Prompt

Looking for guidance, experts, or business consultation for implementing a comprehensive tagging system with our integrated solution - Prompt EHR.

Project Goals:

  • patient status will fluctuate between lead, client and back to lead depending on their current status
  • Prompt has built in connection for Keap Tags as well as several default contact fields
  • health & wellness vertical with primary service physical therapy, but additional cash based services offered as well

Welcome to the community!
We can definitely help with this.
A strong tagging structure is critical for helping to keep everyone organized and your system running properly.

Please reach out to me directly (Jeff@4SpotConsulting.com) and we can take this a little deeper.

Thanks,
Jeff
Jeff@4SpotConsulting.com
702-721-9763