eClinicalWorks Integration

Via Keragon

Automatically create contacts or send SMS and email review requests whenever a patient encounter is closed, a visit is checked out, or a progress note is signed in eClinicalWorks.

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What actions can I automate?

Create contact

Automatically create a contact in your TrueReview contacts page whenever a new patient is registered in eClinicalWorks.

Send review or survey request

Automatically send a review request whenever a patient encounter is closed or an appointment is checked out in eClinicalWorks.

Smart Automation Without the Guesswork

Resend Rules

Choose whether to resend to the same phone number and email, or automatically skip repeat contacts.

Timing Filters

Set limits based on time—only resend if the customer was last contacted a set number of days or months ago.

Interaction Filters

Only resend if the customer didn’t engage with the original request (e.g., didn’t click or leave a review).

Create your integration

Create an integration with eClinicalWorks and TrueReview

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