Appointment Management & CommunicationPurpose
1.2. Automated reminders support continuity of care, patient compliance, and strengthen patient-provider relationships by streamlining repetitive communication tasks.
Trigger Conditions
2.2. Automation runs when a new appointment is entered or updated in the clinic’s database or practice management system.
2.3. Automatedly triggers after an appointment is marked as "completed" for follow-up scheduling.
2.4. Triggered by patient inactivity over a set period (e.g., no appointment booked in last 30 days).
Platform Variants
• Feature: SMS API, Automated SMS reminders.
• Setting: Configure messaging service, bind patient numbers, schedule automated messages 48h before appointment.
3.2. SendGrid
• Feature: Automated transactional email API.
• Setting: Trigger transactional templates for follow-up reminders based on patient appointment data.
3.3. Google Calendar API
• Feature: Calendar events automation.
• Setting: Auto-create and send email invites as reminders; automator for event-driven workflows.
3.4. Microsoft Outlook Graph API
• Feature: Automated calendar event & email notification.
• Setting: Automate sending reminders via calendar event updates or direct emails.
3.5. WhatsApp Business API
• Feature: Automated WhatsApp message scheduler.
• Setting: Use template messages, automate follow-up notification delivery.
3.6. Salesforce Health Cloud
• Feature: Process Builder automation for tasks and reminders.
• Setting: Auto-generate follow-up reminder tasks and patient notifications.
3.7. HubSpot
• Feature: Automated workflows for reminders.
• Setting: Email/SMS follow-up reminders triggered by CRM record status.
3.8. Zoho CRM
• Feature: Workflow automation for appointments.
• Setting: SMS/email reminders triggered by appointment module changes.
3.9. Mailchimp
• Feature: Email automation workflows.
• Setting: Patient tags trigger reminder campaigns.
3.10. Slack
• Feature: Automated team notifications.
• Setting: Integrate with third-party platforms to notify clinic staff of upcoming follow-ups.
3.11. Calendly
• Feature: Automated follow-up emails.
• Setting: Auto-send reminders to patients post-appointment.
3.12. Acuity Scheduling
• Feature: Automated appointment follow-up.
• Setting: SMS/email reminders configured in follow-up flow.
3.13. ActiveCampaign
• Feature: Automated email/SMS sequences.
• Setting: Sequences triggered by CRM events such as completed appointments.
3.14. Intercom
• Feature: Chat-based reminder automation.
• Setting: Automatic messages sent to patients post-interaction or appointment.
3.15. Freshdesk
• Feature: Automated ticket and reminder workflows.
• Setting: Ticket creation triggers patient follow-up alerts.
3.16. RingCentral
• Feature: Voice/SMS automation.
• Setting: API schedules automated voice/SMS appointment reminders.
3.17. PatientPop
• Feature: Automated communication suite.
• Setting: Follow-up reminders post-appointment for rebooking.
3.18. Kareo
• Feature: Appointment reminders.
• Setting: Automated reminders via integrated scheduling system.
3.19. Jotform
• Feature: Conditional automated emails.
• Setting: After a patient form is submitted, trigger reminder automation.
3.20. Zapier
• Feature: Cross-platform workflow automation.
• Setting: Automate messaging when triggered from scheduling tools or CRM.
Benefits
4.2. Automated reminders decrease missed appointments and support patient adherence.
4.3. Multi-channel automated communication improves patient reach.
4.4. Automation systematizes follow-up, increasing continuity and revenue.
4.5. Automating reminders enables data-driven rebooking insights for clinic optimization.