Data Sync Frequency (Push vs Poll)

Data Sync Frequency (Push vs Poll): A Practical Guide

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Why data sync frequency matters for access and workload

At its core, data sync frequency is simply how often one system exchanges fresh information with another after something changes. In a clinic context, this might involve patient contact details, appointment status, intake form completion, or eligibility results.

If that exchange is too slow, you get lag. Staff respond to messages that were already handled, or they chase down insurance details that are sitting in another system. If it is too aggressive or poorly designed, you can overload fragile systems and introduce new errors.

The stakes are not theoretical. Administrative costs routinely account for roughly fifteen to twenty five percent of national health care spending, according to research published in JAMA. A meaningful slice of that burden comes from duplicated work and fragmented workflows. When the Centers for Medicare and Medicaid Services calls out administrative burden as a barrier to timely access, as it does in its Optimizing Care Delivery Framework, the same logic applies inside your clinic walls.

So this is not just an IT preference, it is an operational lever. The right sync pattern helps your team move with confidence, avoid redundant touches, and keep patient flow steady, especially in high volume therapy practices.

How push and poll sync actually work

You will hear two terms over and over when you talk with vendors or internal IT teams about sync settings, push and poll. They describe who starts the conversation between systems.

With push based synchronization, the system where a change happens sends an update the moment that change is saved. The receiving system does not ask first, it simply listens. In many modern integrations those events are delivered through structured notifications, so that one system can react almost immediately when a form is completed or a record is edited.

With poll based synchronization, the receiving system checks for updates on a schedule. It might ask every few minutes, or every hour, or at the end of the day, whether anything has changed since the last check. If there are updates, it pulls them in.

The two approaches create very different rhythms.

Push tends to give you near real time awareness, which is valuable when your AI assistant, your human front desk, and your clinicians are all acting based on the same set of facts. Polling favors predictability and can be easier to implement, especially with older practice management or EHR systems that were not built with event notifications in mind.

Both can coexist inside a single environment. A platform that serves as an AI powered front office for healthcare and that already functions as a central hub for calls, texts, email, and portal messages, such as the setup described on the Solutions page for Solum, often uses a mix of push and polling behind the scenes.

Steps to adopt a sane sync strategy

If you want a practical way to improve sync without getting lost in technical jargon, you can walk through a simple sequence.

  1. First, list the workflows where timing really matters. You might think about intake forms that need a fast response, schedule changes that affect patient reminders, or communication threads that should never fall through the cracks. Keep the focus on access and staff workload, not on the technology itself.
  2. Second, ask where you truly need near real time behavior. Those may be the best candidates for push based sync, especially if you lean on an AI intake automation layer such as the one described in the Solum how it works page. In those flows, every delay shows up as extra steps for your team.
  3. Third, for everything else, decide on a reasonable polling interval. Daily review might suffice for certain reports or background reconciliation tasks. Shorter intervals might make sense for financial or operational dashboards that leaders check throughout the day.
  4. Fourth, involve whoever owns your EHR and practice management integrations early. Solum is designed to integrate with EHR and PM systems, and any similar platform will benefit from clear agreements about which system is the source of truth for each data field and how often that source should broadcast or expose updates.
  5. Finally, document the decisions in a place your staff can find. A short internal note that explains how intake status, appointment changes, and messaging updates move through your environment can save hours of confusion later.

Common pitfalls and how to avoid them

Even with a clear plan, sync decisions can drift. A few patterns cause trouble more often than others.

Some clinics assume they need real time sync for everything. That instinct can create unnecessary complexity, and it can also mask the fact that some workflows are fundamentally manual or delayed for good reasons. It is better to be explicit about where speed really matters.

Others run into the opposite problem. They rely on slow polling for critical changes and then blame staff for being behind. In those situations, the data is late, not the people.

Timing is not the only challenge. Any push heavy design requires careful handling of failures. If a notification fails to reach the unified inbox that consolidates calls, text, and email, or if an intake event never arrives in the downstream system, you need alerts and fallbacks. A central hub, such as the type described in the Solum Why Us overview and in its Success Stories, can absorb some of that complexity, but only if you turn on the right safeguards.

Polling brings its own risks. Long intervals can hide sync issues for days. Very short intervals, on the other hand, can burden older systems and create subtle slowdowns that staff feel but struggle to describe. The art is in choosing intervals that respect both staff needs and system limits.

Frequently asked questions

What exactly is data sync frequency in a clinic context?
It is the cadence at which one system sends or pulls updated information from another after a change, for example when a patient record is edited or an intake form is completed.

How is push based sync different from poll based sync?
Push sends updates automatically when a change happens, while poll checks for updates on a schedule and brings in whatever is new since the last check.

Do I always need real time push updates?
No. Push is most helpful where delays directly affect access, patient communication, or staff workload. Many background processes run perfectly well with scheduled polling.

Can I mix push and poll in the same environment?
Yes. Many clinics use push for high stakes events and polling as a safety net or for slower moving data, especially when multiple systems and vendors are involved.

Where should I start if I have limited technical support?
Start by mapping a short list of workflows where timing problems show up today. Use that list to drive a focused conversation with vendors and internal IT, and consult the Solum Glossary or Blog when you need shared language.

A short action plan you can start this week

You do not need to become an integration architect to get value from data sync frequency. You just need enough clarity to ask better questions and make a few concrete choices.

This week, you can do three things. Identify the top three workflows where late or inconsistent data creates extra calls or manual fixes. Confirm which systems hold the source of truth for those workflows and whether they are currently using push, poll, or a mix. Then, schedule a short review with your vendor partners, including any AI powered front office or intake automation platform you use, and align on realistic sync intervals and safeguards.

If you can leave that conversation with a one page summary that describes how each critical workflow syncs, and what your team should expect in terms of timing, you will already have reduced ambiguity. Over time, those small, precise decisions about data movement can free up more staff hours than another round of hiring.

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