Appointment ManagementPurpose
1.2. Customize reminders and access links based on patient data, session time, and therapist availability, while tracking engagement for compliance and reporting.
1.3. Support diverse communication methods (SMS, email, push notification, calendar) to maximize patient participation and reduce appointment no-shows.
Trigger Conditions
2.2. Appointment status updates to "confirmed" or "pending check-in".
2.3. Manual trigger by staff when scheduling or rescheduling an appointment.
2.4. Automated batch processing at a fixed daily time for next-day appointments.
2.5. Patient records update with a new contact method or channel preference.
Platform variants
3.1. Twilio SMS
• Feature: Programmable Messaging API
• Setting: Send personalized SMS with {check-in-link} to patient phone number using POST /Messages endpoint.
3.2. SendGrid
• Feature: Mail Send API
• Setting: Compose HTML/text email with {check-in-link} using v3/mail/send and dynamic template.
3.3. Google Calendar API
• Feature: Events.insert
• Setting: Add video call link as location/description in event; invite patient with email reminders.
3.4. Outlook Calendar (Microsoft Graph API)
• Feature: createEvent
• Setting: Insert online meeting link and enable reminders for participant via /me/events endpoint.
3.5. Slack
• Feature: chat.postMessage
• Setting: Send direct message to patient with session link in appropriate Slack workspace or channel.
3.6. WhatsApp Business API
• Feature: Send message template
• Setting: Use POST /messages to distribute session links to verified WhatsApp contacts.
3.7. Mailchimp
• Feature: Campaigns API
• Setting: Trigger personalized one-time campaign with appointment link using POST /campaigns.
3.8. Salesforce
• Feature: Process Builder/Flow
• Setting: Automate email/SMS sending upon appointment creation in Health Cloud.
3.9. HubSpot
• Feature: Workflows + Email API
• Setting: Trigger email sequence on booking, embedding unique check-in link in template.
3.10. Zoom
• Feature: Meetings API
• Setting: Generate unique meeting link via /users/me/meetings and distribute through preferred channel.
3.11. RingCentral
• Feature: SMS API / Meetings API
• Setting: Use POST /restapi/v1.0/account/~/extension/~/sms to deliver session links.
3.12. Intercom
• Feature: Messages API
• Setting: Schedule automated in-app or email reminders containing virtual check-in URL.
3.13. Microsoft Teams
• Feature: OnlineMeeting API
• Setting: Generate Teams meeting link embedded within calendar or email invitations.
3.14. Zendesk
• Feature: Trigger system
• Setting: Use automations to send email/SMS for appointments with dynamic session URL.
3.15. Pipedrive
• Feature: Workflow Automation
• Setting: Automatically notify contacts with check-in links on deal stage change.
3.16. ActiveCampaign
• Feature: Automation builder
• Setting: Create workflow sending time-sensitive emails/SMS with telehealth access.
3.17. OneSignal
• Feature: Push Notifications API
• Setting: Send app push with deep-link to session, segmenting by appointment date/time.
3.18. Google Firebase
• Feature: Cloud Messaging
• Setting: Dispatch push notifications to patient mobile device with check-in URL.
3.19. Calendly
• Feature: Event Types + Notification Settings
• Setting: Auto-email/SMS session link upon booking with event customization.
3.20. Zoho CRM
• Feature: Workflow Rules
• Setting: Trigger email or SMS notification with session link when appointment is booked/modified.
3.21. Freshdesk
• Feature: Automations
• Setting: Use ticket updates to issue email or SMS with virtual check-in link.
3.22. Apple Calendar (iCloud API)
• Feature: Event creation
• Setting: Push session links in calendar invite with alert reminders configured for patient’s device.
Benefits
4.2. Enhances patient experience through convenience and digital accessibility.
4.3. Minimizes manual administrative tasks for staff, saving time and reducing errors.
4.4. Provides clear audit trail for engagement and compliance monitoring.
4.5. Scales easily with increased patient volume and diverse communication preferences.