Carestack Appointment Status Linking in Beami
If you're using Carestack, you can link your pipeline stages in Beami to appointment statuses in your PMS. When a patient's appointment status is updated in Carestack, the lead will automatically move to the matching stage in Beami.
How to Link a Stage in Beami:
Go to your Treatment box in Beami Click the three-dot menu (⋮) on the stage you want to link In Stage Settings, toggle ON “Link Carestack PMS status” Select the matching Carestack status from the dropdown
Repeat for each stage you want to automate.
Suggested Stage MappingsHere’s how we recommend linking Beami stages with Carestack statuses:
Consultation BookedLink to Scheduled if you want the lead to move as soon as the appointment is booked
Link to Confirmed Electronically if you’d prefer to wait until the patient confirms their appointment online (recommended)
Consultation AttendedLink to Arrived or In Chair
Treatment in ConsiderationLink to Completed or Checked Out
Note: After an appointment is marked as Checked Out, the lead will no longer move automatically. You’ll need to manually move them to Treatment Started or the relevant stage.
Optional: Cancelled or Failed to Attend StagesWant to track no-shows and cancellations? You can create stages specifically for these scenarios.
Link to Cancelled or Failed to Attend in Carestack
Creating, editing and managing stages
Add and customise stages
Notes
Beami is here to help you work smarter, not harder - let’s keep streamlining your lead management together!
Contact us at support@beami.ai if you need any assistance!
CareStack and Beami Integration 
Overview and Step-by-Step Guide
