Purpose
1. Automate the inclusion of unique, secure telehealth session links in appointment confirmations for kinesiologist therapy sessions.
2. Automation ensures every booking receives an automated link, specialized by patient, time, and practitioner, for video or virtual therapy.
3. End-to-end automating guarantees every touchpoint—whether via email, SMS, patient portal, or calendar—contains the correct telehealth session access information, reducing manual errors and ensuring compliance.
Trigger Conditions
1. New appointment scheduled in clinic management or EHR system.
2. Manual booking via reception or self-service patient portal.
3. Appointment rescheduled or practitioner changes initiated in system.
4. Automated recurring event (e.g., session series for therapy progress).
5. Patient information or email address updated prior to confirmation.
Platform Variants
1. Zoom
- Feature/Setting: Meeting API (Create Meeting) — automate creation of new session per booking.
- Sample: POST /users/{userId}/meetings with unique agenda, extracting meeting join_url.
2. Microsoft Teams
- Feature/Setting: Graph API (Create Online Meeting) — automating Teams meeting per appointment.
- Sample: POST /me/onlineMeetings, pull joinUrl for patient communication.
3. Google Meet
- Feature/Setting: Calendar Events API (Conference Data) — automate link creation when event is booked.
- Sample: POST /calendars/{calendarId}/events with conferenceData.createRequest.
4. Doxy.me
- Feature/Setting: Appointment Link Generator — automates unique session invitation URLs for telehealth.
- Sample: Use API endpoint /sessions/create for meeting links.
5. VSee
- Feature/Setting: Scheduling API — automate meeting scheduling and invite links.
- Sample: POST /appointments with timeslot and patient details.
6. Twilio SMS
- Feature/Setting: Programmable Messaging API — automatedly send session links in SMS confirmations.
- Sample: POST to /Messages with Body=’Your telehealth link:
’.
7. SendGrid
- Feature/Setting: Mail Send API — send appointment confirmation emails containing automated session link.
- Sample: POST /mail/send with dynamic template for {telehealth_link}.
8. Outlook Calendar
- Feature/Setting: REST API (Create Event) — inserts telehealth link when automating calendar event creation.
- Sample: POST /me/events with meeting link in description field.
9. Calendly
- Feature/Setting: Webhooks + Custom Confirmation Pages — automate populating confirmation message with video link.
- Sample: POST booking details to webhook, response injects {meeting_url}.
10. Acuity Scheduling
- Feature/Setting: API Triggers — automates webhook on appointment creation for session link embedding.
- Sample: Receive appointment.created, PATCH confirmation_email.
11. Healthie
- Feature/Setting: Session API — automates scheduling telehealth sessions with generated link.
- Sample: POST /sessions with appointment and patient ID.
12. SimplePractice
- Feature/Setting: Client Portal Automation — configures automated inclusion of video link in client reminders.
- Sample: Set ‘Video Link’ dynamic variable in template.
13. Jane App
- Feature/Setting: Notifications API — automates adding telehealth URL in confirmation messages.
- Sample: PATCH /notifications.
14. Webex
- Feature/Setting: Meetings API — automate booking and extracting guest link.
- Sample: POST /v1/meetings with joinMeetingUrl returned.
15. Chime (Amazon)
- Feature/Setting: Meetings SDK — automatedly generate link for each scheduled meeting.
- Sample: POST /meetings endpoint.
16. Zoom SMS (through Zapier)
- Feature/Setting: Automated Workflow — create Zoom link then trigger SMS dispatch workflow.
- Sample: Use "Create Meeting" > "Send SMS" automation.
17. RingCentral
- Feature/Setting: Meetings API — automated meeting creation and SMS/email link dispatch.
- Sample: POST /restapi/v1.0/account/.../meeting/schedule.
18. Salesforce Health Cloud
- Feature/Setting: Process Builder/Flows — automates injection of telehealth URL in communication.
- Sample: Create automated flow triggered by New Event.
19. HubSpot
- Feature/Setting: Workflow Automations — send custom booking confirmation with embedded automation meeting link.
- Sample: Automated email workflow triggered by contact property change.
20. Practice Better
- Feature/Setting: Session Reminder Automation — configure session emails to automatedly include generated telehealth link.
- Sample: Template ‘Add Join Link’ variable from API.
Benefits
1. Automates session access, reducing no-shows and confusion.
2. Minimizes manual entry and errors; standardizes automated telehealth communication.
3. Increases patient convenience through multi-channel automation (email, SMS, calendar invites).
4. Achieves scalable, repeatable automation across platforms and workflows.
5. Frees staff from repetitive tasks; automatedly enforces compliance and professional standards.