Appointment and Scheduling ManagementPurpose
1.2. Automate reminders for staff regarding critical tasks, cancellations, follow-ups, and resource allocation based on schedule analytics.
1.3. Ensure every clinician gets a tailored, automated daily briefing, reducing missed appointments or overbooking.
1.4. Automate information collation from multiple Electronic Health Record (EHR) solutions and calendar platforms used throughout the clinic, for seamless workflow integration.
Trigger Conditions
2.2. Automated on-demand trigger for summary generation if clinicians request via a specific channel (email, SMS, or dashboard button).
2.3. Update-triggered automation when last-minute changes occur in the appointment scheduler.
Platform Variants
• Feature: Events List; automate fetching today’s appointments.
• Setting: Configure OAuth2, select calendar ID, set time filter for “today”.
3.2. Microsoft Outlook Calendar API
• Feature: Get calendarView; automate retrieving clinicians’ daily appointments.
• Setting: Calendar.Read permission, use startDateTime/endDateTime for filter.
3.3. Twilio SMS
• Feature: SendMessage; automate SMS daily summary delivery to clinician numbers.
• Setting: Use Twilio number as sender, configure scheduled message flow.
3.4. SendGrid
• Feature: Automated Email Delivery; automate sending summaries as email digests.
• Setting: Set up API key, template for summary, clinician recipient list.
3.5. Slack API
• Feature: chat.postMessage; automated daily summary to clinician channels.
• Setting: Use OAuth for workspace, post with clinic-specific tagging.
3.6. Microsoft Teams
• Feature: Send message in channel; automate summary delivery.
• Setting: Configure Teams webhook, select proper channel.
3.7. Zapier Webhooks
• Feature: Webhook trigger; automate multi-platform notifications.
• Setting: Provide webhook endpoint to receive summary and route.
3.8. Airtable API
• Feature: Read base; automate fetching appointment data from structured tables.
• Setting: API Key, retrieve filtered records for today’s date.
3.9. Notion API
• Feature: Database Query; automate extraction of scheduled tasks/notes.
• Setting: Set up integration, filter by “today” property for tasks.
3.10. Monday.com API
• Feature: Items by Board; automate listing scheduled appointments.
• Setting: Set API token, filter by today’s board items.
3.11. Salesforce Health Cloud API
• Feature: Query (SOQL); automate pulling patient/clinician schedules.
• Setting: Auth with OAuth, select schedule object, filter current date.
3.12. Epic EHR API
• Feature: Appointment Search; automate fetching today’s appointments.
• Setting: Use clinic’s Epic credentials, set start and end date for today.
3.13. Cerner EHR API
• Feature: Scheduling resources GET; automate pulling schedule list.
• Setting: Configure OAuth, pass location and date parameters.
3.14. Dropbox API
• Feature: File upload; automate storing daily summary PDF to a designated folder.
• Setting: App key, folder path, schedule timed runs.
3.15. Google Drive API
• Feature: Drive.Files.Create; automate upload/management of summary files for clinician access.
• Setting: Service account, define summary document folder, automate sharing permissions.
3.16. DocuSign
• Feature: Automated email with attached daily summary for acknowledgment/read-receipt.
• Setting: Template configuration, auto-fill clinician recipient emails.
3.17. Zoom API
• Feature: Automated meeting scheduling based on daily summary for team huddles.
• Setting: Use summary to create meetings for flagged high-risk cases/priorities.
3.18. Asana API
• Feature: Task list retrieval; automate extracting clinician tasks for inclusion in summaries.
• Setting: Set up Asana personal access token, filter for due today.
3.19. WhatsApp Business API
• Feature: Template message; automate summary push as encrypted message.
• Setting: Phone verification, approved template for summaries.
3.20. PagerDuty
• Feature: Scheduled event/alert; automate alerting clinicians for urgent appointments detected in the summary.
• Setting: Set escalation policy, webhook configuration.
3.21. Mailgun
• Feature: Automated SMTP email; automate delivery to outside clinic domains.
• Setting: Set API, configure recipient rules, schedule triggers.
3.22. Amazon SES
• Feature: Email automation; automates batch sending of PDF summaries.
• Setting: Verified sender, recipient list from appointment roster.
3.23. Trello API
• Feature: Daily card generation; automate board creation for summary visualization.
• Setting: Key/token, automate card generation from schedule data.
Benefits
4.2. Reduces errors by automating summary generation, promoting accuracy and timeliness.
4.3. Automates delivery via clinicians’ preferred channels for higher engagement.
4.4. Automatedly ensures coverage by alerting clinicians about gaps or overbookings.
4.5. Improves operational efficiency with centralized, automated distribution.
4.6. Sets foundation for advanced automatable analytics on clinician performance and patient flow.
4.7. Automates compliance by logging delivery and read receipts for auditing purposes.