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ApproveThis manages your iconpractice Integration approvals.

April 17, 2025

Integration Category: Scheduling

When Bureaucracy Meets Automation

Let's be real: healthcare clinics don't have time for approval bottlenecks. Between patient intake forms, insurance verifications, and scheduling conflicts, your staff is already juggling enough without chasing down signatures or waiting for Dr. Smith to check his email.

That's why connecting ApproveThis (your approval sheriff) with iconpractice (your clinic's command center) through Zapier isn't just convenient – it's survival mode for modern practices. We're talking about turning "Hey, did you approve that new patient file?" into a system that automatically hunts down decisions while your team focuses on actual healthcare.

Why This Combo Works Like a Steroid Shot for Clinic Operations

iconpractice keeps your patient data organized. ApproveThis keeps your decisions moving. Together through Zapier, they create closed-loop workflows where:

  • New patient files trigger immediate compliance checks
  • Approval delays don't bottleneck appointment bookings
  • Insurance updates sync automatically post-approval

Take a multi-location chiropractic group we worked with. They used to lose 14 hours/week getting approvals across 3 clinics. After connecting these systems? Approval cycles for patient intake dropped from 2 days to 19 minutes. Not because people worked faster – because the tools stopped making them wait.

Real Clinic Use Cases That Actually Matter

1. Patient Onboarding That Doesn't Suck

When iconpractice detects a new patient file, ApproveThis automatically:

  • Routes intake forms to the right clinician based on specialty
  • Escalates insurance verification to billing managers if deductibles exceed $500
  • Locks appointment booking until compliance checks clear

For osteopathy clinics handling workers' comp cases, this means adjustors get looped in automatically via email (no extra iconpractice license needed) to approve treatment plans before bookings go live.

2. Appointment Scheduling Without the Phone Tag

A massage therapy client tried this: whenever patients self-book intensive myotherapy sessions through iconpractice, ApproveThis:

  • Checks therapist availability in real-time
  • Requires lead practitioner approval if patient has recent injury flags
  • Auto-cancels slots if approvals don't clear within 2 business hours

Result? 80% reduction in double-booked appointments and exactly zero "Who approved this?!" staff meetings last quarter.

3. Patient Status Updates That Actually Stick

Here's where it gets cool: ApproveThis can update iconpractice patient categories automatically when approvals finalize. For example:

  • Change patient status to "Active Treatment" once insurance pre-auth clears
  • Flag "High-Risk" patients needing additional consents
  • Shift to "Post-Op" care category after surgical approvals

A sports medicine clinic using this combo reduced chart review time for physical therapists by 6 hours/week. Because the system handled the busywork, not the humans.

Setting This Up Without Losing Your Mind

Connect ApproveThis + iconpractice in 3 steps even if you're tech-averse:

  1. Create Your Zapier Bridge: Sign into Zapier, search for both apps
  2. Pick Your Trigger: Start with either "New Patient" or "New Appointment" in iconpractice
  3. Map Critical Fields: Patient ID, appointment type, insurance details → push to ApproveThis

Pro tip: Use ApproveThis' Calculated Fields to auto-flag appointments needing special approvals. Example: If [Treatment Cost] exceeds [Insurance Coverage], require CFO sign-off before confirming.

Department Wins You Can Actually Brag About

Front Desk Teams

Stop being the approval police. When new patients book online, ApproveThis handles:

  • Auto-reminders for pending clinician sign-offs
  • Instant alerts if insurance verification fails
  • Hold placement on appointments missing consents

Your admins become facilitators instead of naggers.

Clinical Staff

Doctors using iconpractice get:

  • Approval requests in their existing EHR workflow
  • One-click denials with pre-built "Request More Info" templates
  • Automatic patient record updates post-approval

No more switching between systems or guessing which version of a form is current.

Management & Compliance

Practice managers sleep better knowing:

  • All approvals are logged with timestamps and comments
  • Delegated approvals during vacations are automatic
  • Threshold rules prevent unauthorized treatments

Audit trails become byproducts of workflow, not panic projects before inspections.

Why This Isn't Just Another Integration

ApproveThis brings three killer features to iconpractice that generic tools don't:

  • Email-Based Approvals: Specialists outside your practice (think: referring physicians) can approve/reject without app logins
  • Conditional Escalations: Auto-route denied requests to secondary approvers based on custom rules
  • Real-Time Dashboards: See every pending decision across locations in one glass panel

A physical therapy group we work with slashed their patient onboarding time from 48 hours to 90 minutes using these – without adding staff.

The Bottom Line for Busy Clinics

If your practice still runs approvals through:

  • Paper forms floating between offices
  • Reply-all email chains that die in inboxes
  • "Hey, can you quick sign this?" hallway ambushes

...you're essentially using leeches in the age of antibiotics. ApproveThis + iconpractice via Zapier is how modern clinics:

  • Eliminate approval delays that bottleneck revenue
  • Keep compliance tight without micromanaging
  • Free up staff to actually care for patients

Ready to stop being a paperwork middleman? Get ApproveThis and connect it to your iconpractice system in under an hour. Or schedule a demo to see how approval automation actually works in a real clinic environment.

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Integrate with iconpractice Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

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Best Approval Workflows for iconpractice

Suggested workflows (and their Zapier components) for iconpractice

Create approval requests for new patients

When a new patient is created in iconpractice, create an approval request in ApproveThis to verify patient onboarding details. This integration streamlines the approval process and reduces manual work. *Note: Ensure that the necessary patient data is mapped correctly to the approval request.*

Zapier Components

iconpractice Logo

Trigger

On Creating a New Patient

Triggers when a new patient is created.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create approval requests for new appointments

When a new appointment is booked in iconpractice, automatically generate an approval request in ApproveThis to confirm scheduling changes. This integration ensures all new bookings are reviewed for compliance. *Note: Map appointment details accurately in the approval step.*

Zapier Components

iconpractice Logo

Trigger

On Booking an Appointment

Triggers when a new booking appointment is created.

Action

Create Request

Creates a new request, probably with input from previous steps.

Update patient category on new approval requests

When a new approval request is received in ApproveThis, update the corresponding patient's category in iconpractice. This integration enables seamless communication between approval workflows and patient management. *Note: Ensure that the patient identifier is correctly set in both systems.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

iconpractice Logo

Action

Update Patient Category

Updates a patient's category in iconpractice.

Update patient category when approvals finalize

When an approval request is approved or denied in ApproveThis, update the patient's category in iconpractice accordingly. This workflow improves follow-up actions by synchronizing approval outcomes with patient records. *Note: Verify that the approval status is accurately reflected in the patient category.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

iconpractice Logo

Action

Update Patient Category

Updates a patient's category in iconpractice.