Setting up the integration:
- Send referral email from client record in Redtail
- Import Clients into Healthpilot Advisor Portal
Integration Option 1:
You'll need to enable the Healthpilot integration within your Redtail instance. Instructions for enabling integrations can be found here. Then, from the Manage Integrations page, click Settings from Healthpilot’s Actions menu:
If new to Healthpilot, you’ll see this:
Update Integration Settings:
After setting up the integration, when within a contact record in Redtail launch Healthpilot from your Integrations menu. You’ll have a few options to choose from:
This integration allows you to send an email referral to your client right from within Redtail. This email will include a link for your client to access the Healthpilot technology to select Medicare coverage. To successfully ‘Send Referral Email’ to the client, you’ll need to make sure both an email and address are set as primary in the client record.
Additionally, if you’d simply like to Single Sign On over to Healthpilot’s Advisor Portal you can do that with the last option in the modal screenshot above.
Integration Option 2:
Redtail and Healthpilot have additional integration functionality within the Healthpilot Advisor Portal where you can ‘Import My Clients’ into the portal to send referrals from there in addition to the above integration where you can send them from the Redtail client record. In the portal you can also review the status of the referrals you’ve sent.
Once you’ve set up your Healthpilot Advisor Portal and logged in, use the Redtail CRM integration to import your client data, facilitating quick client referrals.
To import your clients from Redtail, select “Import My Clients from CRM”:
Next, choose Redtail from the dropdown options:
Then, enter your Redtail CRM credentials and click the Submit button:
After you've entered your credentials in the step above and clicked the Submit button, you'll be prompted to select which client Types you’d like to include in the import process (e.g., clients, client spouses, & prospects). Make those selections and click the Submit button.
The integration will import your client list and give you a report of any clients that did not successfully import (the report will provide the reason the client(s) couldn't be imported so that you can correct that):
To correct the “error results”, simply update the client record(s) in Redtail CRM and re-import using the instructions above. Clients that have already been successfully imported will not be duplicated on subsequent import attempts.
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