CRM and Sales tools
AlfaDocs by Maxmel Tech
18 min
alfadocs is a cloud based platform for managing medical clinics, offering appointment scheduling, patient records, billing, and communication tools integrating with make com enables healthcare providers to automate workflows and synchronize data across healthcare and business applications 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 alfadocs support 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 generate an api key, create your account on alfadocs app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page 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 (practice) and then chiavi (api keys) click on the plus (+) icon to create a new api key confirm the creation of the new api key take note of the generated api key, as it will not be retrievable again 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}} log in in your make account , 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 connect an application 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 new appointment using the details you provide, such as date, time, and other relevant information delete a patient permanently removes a specific patient from your system using their unique id get a care plan fetches and displays detailed information about a specific care plan using its unique id get a patient fetches detailed information about a specific patient get an appointment fetches detailed information about a specific appointment using its unique id make an api call allows you to make a custom, authorized api request to the connected service, giving you flexibility to access features or endpoints not covered by the standard modules search appointment care plans finds and retrieves care plans associated with specific appointments, helping you easily access detailed care information for scheduled visits search appointments finds and retrieves appointments that match your specified search criteria search custom object fields searches for fields within a specified custom object, helping you quickly locate and identify the details of those fields search free time slots finds available time slots that match your specified criteria, helping you easily locate openings that fit your needs search patients this module allows you to find patients by searching with either their phone number or fiscal code, making it easy to quickly locate patient information 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, so you can stay informed about any changes or upcoming events watch patients monitors your system for newly added patients and triggers when a new patient record is created templates you can look for more templates in make's template gallery , 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 alfadocs website alfadocs documentation alfadocs api documentation alfadocs page on make