Name the system
Share the platform, version and the workflow you want to connect.
Practice software / EMR Integrations
EHR and Scheduling Integrations
Bring your EHR or scheduling system into the conversation before choosing an automation. We verify the exact platform, access and required functions so the connection supports the work your practice needs.
Configured and managed by Brand Lift 360.
Software features follow your plan and confirmed scope.
360EMR Integrations
Your configured workflow
01Exact-system review
Check the software, version, location and permissions involved.
02Function-by-function scope
Distinguish reading availability, requesting a visit, booking and record synchronization.
03A defined fallback
Agree the staff handoff when a direct connection is unavailable.
Illustrative workflow. Functions depend on the selected configuration.
01 / A practical implementation
Confirm the Functions Your Practice Needs
We separate availability checks, appointment requests, confirmed bookings and record syncing. Bring the system name and version so we can verify which functions and permissions are supported.
Confirm the functions
Review supported operations, access requirements and any additional costs.
Test the connection
Check appointment rules and data behavior with your team before activating the workflow.
02 / Confirm the details
What to Confirm Before Setup
An integration with one version or function does not establish support for every configuration. We confirm the connection before implementation.
Explore the CRM overviewYour setup conversation
Your implementation scope
The job to be done
Your priorities, office process and team responsibilities.
The supported connection
Enabled software, permissions and integrations in scope.
The operating plan
Training, testing, access and ongoing management.
03 / Questions practice owners ask
EMR Integrations.
Clear Answers.
Do we need to switch our EHR?
We first review whether the intended workflow can work alongside your existing system. Supported connections and any alternative process are confirmed during scoping.
Does integration always mean confirmed booking?
No. Reading availability, submitting a request, creating an appointment and synchronizing a record are different functions. Your scope identifies which are supported.
What information should I bring to a call?
Bring the system name and version, the locations involved, your current workflow and the actions you want the connection to support.
Is this included in your marketing packages?
Software features are included according to the selected marketing plan and agreed configuration. We confirm enabled functions, usage, integrations and any additional charges in your scope. View plans and pricing →
Your practice. Your workflow.
Check Your Integration Requirements
Book a 15-minute call with Jenn or Danzell. Bring your current system and the task your team needs to improve.
Included according to your marketing package.