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Keep patients in sync with AthenaOne and assign from the schedule
The problem it solves
Patient records and appointment schedules already live in AthenaOne, but without a connection to Navigate, keeping the two in sync means staff manually creating and updating patient records — and appointment-driven automations have nothing to run on, since there's no appointment data reaching Navigate in the first place.
What's included
- Patients are created and kept current automatically. New patients in AthenaOne, and any updates to their demographic details, sync into Navigate on their own — no manual entry, no records falling out of date.
- Appointment data feeds the automation engine directly. Scheduled appointments in AthenaOne become a trigger the automation engine can act on, so tasks, forms, and questionnaires can be assigned automatically based on what's on the calendar.
Want help setting this up?
The help center walks through it step by step. Your Customer Success Manager can do it with you.