Multi-location specialty practices take calls, forms and chats at every location, then book the patient in ModMed. We set up Salesforce so each inquiry lands on one record with its location and source, and so appointment status and revenue come back from ModMed. You see which campaigns turn into visits and revenue, location by location.
900+ integrations completed · Salesforce partner · We sign BAAs
Sound familiar?
The front desk is busy. The systems behind it are not connected.
A patient calls one of your locations and nobody can tell which ad, page or listing sent them.
The front desk is with a patient and the phone rings out. Without an alert, the caller books somewhere else.
The CRM shows inquiries, but not whether the patient booked, showed up or brought in revenue. That lives in the EMR.
Each location reports in its own way, so comparing them takes spreadsheets and guesswork.
What we build
Click through each step to see what we build in Salesforce for a specialty practice.
Step 1 · Calls
Patients call the location closest to them. If the call does not reach Salesforce with its location and source, marketing and the front desk work blind.
What we build
Who it helps
Every call, form and chat on one record, and an alert when a call is missed.
Their location's inquiries, missed calls, appointments and revenue on one dashboard.
Inquiries to appointments and revenue by campaign and location, with results sent back to Google Ads.
Payment and insurance payment data on the patient in Salesforce.
Every location compared on the same numbers.
The real thing
We work with TrussCharts (trusscharts.com), our sister company, to build dashboards on the data we connect. Client names and locations are replaced.
Answered, missed, and outbound for every location. Long red bars stand out at a glance. Sorted by total calls. (client dashboard, names replaced)
Total, answered, missed, and outbound columns. Miss % for every location. Click any column to sort. (client dashboard, names replaced)
Total calls and missed calls on one chart. The percent missed on its own scale. One point per day. (client dashboard, names replaced)
Systems we connect
EMR: patients and appointments created from Salesforce, appointment status and revenue back
Calls and recordings on the record, by location and source
Calls on the record, by location and source
Payments on the record, with status and history in Salesforce
Billing: insurance payment data in Salesforce
Billing: insurance payment data in Salesforce
Results sent back as offline conversions
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
How it works
Tell us how patients reach your locations. We walk one patient from first call to visit, give you honest advice, and there is no obligation.
Priced by project, not by the hour. You approve the scope and the quote before we start.
Built and tested in a Salesforce sandbox, with a field mapping document you keep.
Training for your team, full documentation, ownership of the code, and support after go-live.
On a free call we follow one new patient from the first call to the visit and show you every place a patient or a piece of data falls through.
Multi-location specialty medical practices, such as allergy, dermatology, ENT, gastroenterology, OBGYN, ophthalmology, orthopedics, pain management, plastic surgery, podiatry and urology, and practices like them.
Appointment status and revenue, so Salesforce shows which inquiries became visits and what they were worth. It works both ways: new patients and appointments can be created in ModMed from Salesforce.
Yes. We sign a BAA, limit each system to the access it needs and store credentials encrypted.
Yes. We can clean up the data, add the missing integrations and rebuild the reports in the org you have.
900+ integrations completed, including the call tracking, payment and billing integrations on this page.
