Salesforce
Available on request- Pricing
- Connected plan Quoted on the scoping call.
- Patient data
- Uses patient data
- Developer
- Velarya
Member name, email and phonePatient data
In SalesforceContact or Person Account record
In VelaryaMember profile
Points balance and wallet creditPatient data
In SalesforceCustom fields on the record
In VelaryaMember wallet
Membership plan, status and renewal datePatient data
In SalesforceCustom fields on the record
In VelaryaMemberships
Completed visits and referralsPatient data
In SalesforceActivity history on the record
In VelaryaAppointments, QR check-ins and referral activity
Salesforce record ID
In SalesforceID of the Contact or Person Account
In VelaryaKept with the connection to hold each match steady
For practice groups that keep patient relationships in a Salesforce org
Available on request. Our team builds the Salesforce connection for your practice after a scoping call. For practice groups that keep patient relationships in a Salesforce org, the connection writes each loyalty member's points balance, wallet credit and membership status onto the matching Contact or Person Account, and logs completed visits and referrals as activity. Staff see loyalty standing next to everything else the group tracks.
- Matches each loyalty member to a Contact or Person Account record
- Keeps points balance and wallet credit current in custom fields
- Adds membership plan, status and renewal date to the record
- Logs completed visits and referrals as activity on the record
- Sends patient data only to services named in your Salesforce BAA
- Works with
- Member profiles, Points, Wallet credit, Memberships, Referrals
- Relevant for
- Categories
