Executive Summary
DOCMJ is a leading provider of medical marijuana services across multiple states in the USA, specializing in helping patients qualify for medical marijuana treatments. With a network of doctors and clinics, DOCMJ needed an efficient way to capture patient appointments and manage detailed doctor notes within a centralized system. To achieve this, they partnered with ZillTech to integrate their patient intake platform, IntakeQ, with Zoho CRM, optimizing the way they handle patient data, appointments, and follow-ups
Challenge
DOCMJ faced challenges managing a growing volume of patient data from IntakeQ, their patient intake platform. The manual process of transferring appointment details and doctor notes into Zoho CRM was not only time-consuming but also prone to errors. This lack of automation hindered their ability to track patient information efficiently and generate reports critical for assessing patient eligibility for marijuana treatment. DOCMJ needed a more automated solution to streamline their operations and improve the accuracy of their reporting process.
Implementation
ZillTech worked closely with DOCMJ to integrate IntakeQ with Zoho CRM using API connections, enabling seamless data transfer. The integration was designed to automatically capture patient appointment information and doctor notes directly into Zoho CRM. This data was then used to create custom reports, based on factors such as the patient’s age, symptoms, and eligibility for marijuana treatment. The solution involved setting up workflows within Zoho CRM, supported by custom functions, to ensure that patient records were continuously updated with each follow-up visit. These workflows automated the process of tracking patient progress and capturing relevant information during each appointment. This allowed DOCMJ to maintain an up-to-date view of patient treatment plans and medical histories, improving both operational efficiency and the quality of patient care.
Results
With the new system in place, DOCMJ has seen significant improvements in the way they manage patient data. The automated workflows and reporting functions have streamlined operations, saving time and reducing the risk of errors. Additionally, the ability to generate reports based on specific patient criteria has enabled DOCMJ to make more informed decisions about patient eligibility and treatment plans.
