McKesson Integration
Via Keragon
Automatically create contacts or send SMS and email review requests whenever a patient encounter is completed, a prescription is dispensed, or a visit is closed in McKesson.
Get StartedAutomatically create contacts or send SMS and email review requests whenever a patient encounter is completed, a prescription is dispensed, or a visit is closed in McKesson.
Get Started
Create contact
Automatically create a contact in your TrueReview contacts page whenever a new patient record is created in McKesson.
Send review or survey request
Automatically send a review request whenever a patient encounter is closed or a service is completed in McKesson.
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).
