Why ModMed Users Need a CRM Integration

ModMed (Modernizing Medicine) is one of the most powerful EHR systems in aesthetics and dermatology - but it wasn’t built for marketing, lead nurturing, or retention automation.

If you’ve ever tried to track leads, reactivate lapsed patients, or send review requests after appointments using only ModMed, you already know the struggle:

• No built-in sales pipeline or lead tracking
• Limited automation for post-visit engagement
• Manual exports to run marketing campaigns
• And yes - constant headaches trying to make it “talk” to other tools

That’s where a dedicated CRM for ModMed comes in. A CRM gives your practice the marketing muscle ModMed doesn’t, while keeping everything HIPAA-secure and synced in real time.

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The Problem with Zapier and Keragon

Most “ModMed integrations” you’ll find online rely on third-party tools like Zapier or Keragon. On paper, these sound great — they promise quick connections between ModMed and your CRM.
But in reality, they create more problems than they solve — especially for practices that handle protected health information (PHI).

Here’s why:

• They’re unreliable for complex data: These tools can only pass limited data fields — like a patient name or email. They can’t properly handle CPT codes, diagnosis data, or treatment history. The result? Broken automations and incomplete records.
• They’re not truly customizable: You’re limited to a handful of pre-set “triggers” and “actions.” If you want a more sophisticated workflow — say, “send a reactivation message to Botox patients 6 months after their last visit” — you’ll quickly hit a wall.
• They introduce unnecessary risk: Every additional integration layer increases the chance of data loss, duplication, or sync delays. In the medical space, even a small data mismatch can create big problems.

That’s why Dewy built a native ModMed integration - no Zapier, no Keragon, and no external middleware. Just a direct, secure, and fully HIPAA-compliant sync between ModMed and your CRM.

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What a True ModMed–CRM Integration Looks Like

A native integration like Dewy’s ModMed sync goes far beyond basic “new patient → create contact” automations. Here’s how it actually works:

🔄 1. Two-Way Sync Between ModMed and CRM

Every new appointment, procedure, or diagnosis in ModMed automatically updates your CRM - and vice versa. No more manual CSVs or delayed data.

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🧩 2. Smart Patient Segmentation

Data from ModMed (CPT/ICD-10 codes, provider, last visit date, etc.) is automatically synced inside Dewy's CRM. You can build smart lists like:

• “Botox patients who haven’t returned in 6+ months”
• “Laser patients eligible for maintenance packages”
• “RHA filler patients ready for follow-up appointment”

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💬 3. Automated Follow-Ups & Review Requests

After every appointment, Dewy can automatically trigger:

• Thank-you messages
• Google Review requests
• Educational content for procedure aftercare
• Win-back sequences for no-shows

Bonus: Every automation can be personalized with specific data like treatment type and provider.

📊 4. Full-Funnel Visibility

From ad click to appointment, every step is tracked - giving you clarity on which marketing efforts actually drive booked visits and repeat patients.

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Real-World Examples

• Elias Dermatology's team saves 45 min per day on admin tasks and increased LTV by 12%
• Sona Dermatology saw a 35% increase in conversions with Dewy's automated post-appointment emails

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How to Set Up a ModMed CRM Integration (Without Zapier or Keragon)

Setting up your integration doesn’t need to be technical or time-consuming. Here’s the simple 3-step process Dewy follows:

Step 1: Connect Securely via ModMed API

Dewy’s technical team connects to your ModMed API environment - no third parties or manual exports involved.

Step 2: Map Patient & Appointment Data

Your data fields (patients, providers, appointments, procedures, diagnosis codes) are mapped into Dewy’s CRM, ensuring everything syncs accurately.

Step 3: Automate Your Patient Journeys

Once data is flowing, we activate your pre-built automations - including:

• Post-appointment review requests
• Cross-sell and reactivation funnels
• Membership and recall campaigns

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Key Benefits of a Native ModMed Integration

• No third-party middleware (Zapier/Keragon)
• Fully customizable
• Instant two-way data sync
• Smart segmentation based on CPT/ICD-10 codes
• Automated review requests, recalls, and cross-sells
• Clear ROI reporting on marketing spend

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Final Thoughts

If you’re serious about scaling your aesthetic or dermatology practice, relying on manual exports or unsecured third-party connectors isn’t enough.

A native ModMed CRM integration gives you everything Zapier and Keragon promise - without the risk, delays, or compliance issues.

With Dewy, your data flows seamlessly, your automations actually work, and your team can focus on delivering great patient experiences instead of chasing leads.