CRM and Sales tools
AlfaDocs by Maxmel Tech
18 min
alfadocs is a cloud based management platform for healthcare practices, offering tools for appointments, digital documents, analytics, and patient communications integrating with make com would automate workflows, streamline administration, and enhance patient engagement for medical and dental clinics this is ai generated content based on official alfadocs documentation the content may still contain errors—please verify important information if you have questions, contact https //www alfadocs com/it/contattaci directly how to get support on alfadocs alfadocs is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=alfadocs\&app slug=alfadocs community\&app unique id=alfa docs niydrh requirements to use the alfadocs app in make, you must have an active alfadocs account and an api key, https //alfadocs com app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/alfadocs community/ click the install button follow the on screen instructions to complete the setup connect alfadocs and {{product name}} to get started, you must first create a connection between alfadocs and {{product name}} , allowing the two services to communicate you can connect using the following method api key api key instructions you need to generate an api key and retrieve your practice id and archive id navigate to the impostazioni (settings) section select studio, then choose chiavi (api keys) click the + icon to create a new api key confirm the creation of the new api key copy and securely store the api key, as it will not be retrievable later after creating the first api key, locate the practice id and archive id displayed at the top of the page some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=alfadocs\&app slug=alfadocs community\&app unique id=alfa docs niydrh create the connection in {{product name}} https //www make com/en/register , add the alfadocs module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your alfadocs or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page alfadocs modules after connecting to the alfadocs app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a patient adds a new patient record to the system, including their personal and contact details create an appointment creates a brand new appointment using the details you provide, such as date, time, and other relevant information delete a patient permanently removes a specific patient from the system using their unique id get a care plan this module allows you to fetch detailed information about a specific care plan using its unique id get a patient fetches detailed information about a specific patient from your system get an appointment fetches detailed information about a specific appointment using its unique id make an api call allows you to make a custom api request to the service, using your own parameters and authorization settings this lets you interact with any endpoint that isn’t already covered by the other modules search appointment care plans finds and retrieves care plans that are linked to specific appointments search appointments finds and retrieves appointments that match your specified search criteria search custom object fields searches for and retrieves the fields of a specified custom object, helping you find detailed information about each field within that object search free time slots finds available time slots that match your specific criteria, helping you quickly locate openings that fit your needs search patients allows you to find patient records by entering either their phone number or fiscal code, making it easy to quickly locate specific patients in your system update a patient updates the details of an existing patient using their unique id update an appointment updates the details of an existing appointment using its unique id watch appointments monitors your calendar for new or updated appointments and notifies you when changes occur watch patients monitors your system for newly added patients and notifies you when a new patient record is created templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} alfadocs resources you can have access to more resources related to this app on the following links https //alfadocs com https //tutorial alfadocs com/ https //tutorial alfadocs com/gestione delle chiavi api https //www make com/en/integrations/alfadocs community