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Productivity & Comms
MediFlow 360 + Salesforce
Sync referral sources, contacts and case activity with Salesforce. MediFlow 360 connects with Salesforce and almost every other communication and productivity tool out there, and we build custom connections for any tool as needed.
What comes across
From Salesforce to one shared case record.
- Case alerts and task reminders
- Texts, calls and messages
- Calendar events and meetings
- Contacts and referral sources
Only the right cases
Alerts and messages are tied to the right case, so each person only sees what they need.
Not ready to connect Salesforce? Start today anyway.
Upload a spreadsheet or enter information by hand: patients and cases, visits and charges, existing balances and A/R, and attorneys and law firms.
Upload a spreadsheet
Export from Salesforce or any other system and upload the file.
Enter it by hand
Add a patient, visit, balance or law firm in a few clicks.
Common questions
Salesforce and MediFlow 360
Yes. MediFlow 360 connects with Salesforce and almost every other communication and productivity tool out there. Our team sets up the connection with you during onboarding, and we build custom connections for any tool as needed.
Case alerts and task reminders, texts, calls and messages, calendar events and meetings, contacts and referral sources. Alerts and messages are tied to the right case, so each person only sees what they need.
Yes. You can upload a spreadsheet or enter information by hand, including patients and cases, visits and charges, existing balances and A/R, and attorneys and law firms.