Appointment Scheduling and ManagementPurpose
1.2. Automatedly coordinate availability between attendees and providers, reducing administrative work and scheduling conflicts.
1.3. Automate reminders, confirmations, and resource allocation for group therapy, education, or wellness sessions, ensuring compliance and streamlined clinic workflow.
1.4. Automate patient intake data synchronization, reducing errors and increasing automatable documentation efficiency for each session attendee.
1.5. Automate waiting list management and notify patients automatically in case of cancellations for moving up to the next available group session slot.
Trigger Conditions
2.2. Automates initiation when existing group sessions reach minimum required participants.
2.3. Automatedly triggered rescheduling or cancellation events propagate notifications to all group session members.
2.4. Automation starts when session reminders or follow-up messages are due based on preset schedules.
2.5. Automator detects insurance verification completion or intake form submission, advancing group session booking process.
Platform Variants
• API: Use Calendar API; configure automated event creation/updates, attendee invitations, and reminders.
3.2. Microsoft Outlook Calendar
• Function: Automate via Graph API to create group events, send invites, and manage RSVP.
3.3. Zoom
• API: Meetings API automates scheduling and distributes unique join links to group participants.
3.4. Twilio SMS
• Setting: Automatedly send SMS reminders, confirmations, and cancellation alerts to all session participants.
3.5. SendGrid
• Feature: Automate group email confirmations and reminder campaigns for each group session.
3.6. Salesforce Health Cloud
• API: Use Health Cloud APIs for automated group event creation, patient enrollment, and status updates.
3.7. Epic EHR
• Integration: Automate scheduling via Epic App Orchard API, with participant linking and notifications.
3.8. Cerner
• API: SMART on FHIR interface automates group session creation, patient invitations, and status sync.
3.9. Athenahealth
• API: Use scheduling endpoints to automate group session booking and automated patient notifications.
3.10. Calendly
• Webhooks: Automate group event creation, manage participant lists, and automate reminders.
3.11. Doxy.me
• API: Automated creation of group telehealth sessions, with links sent to participants.
3.12. HubSpot
• Workflow: Automates follow-up and engagement, with automated session reminder sequences.
3.13. Mailchimp
• Automation: Create automatable group session campaigns, automate reminders, and RSVPs.
3.14. Slack
• Bot: Automate group session alerts, reminders, and last-minute updates through bulk messages.
3.15. Webex
• API: Automated scheduling of group meetings, auto-notification, and tracking attendance.
3.16. Acuity Scheduling
• API: Automate group service setup, automated confirmations, and reschedule/cancellation flows.
3.17. Jotform
• Feature: Automatedly collect registrations and link to scheduling platforms for group session creation.
3.18. Notion
• Integration: Automator auto-creates session notes, tracks attendance, and sync schedules in databases.
3.19. Freshdesk
• Workflow: Automate support ticket creation for scheduling issues, notify patients of changes.
3.20. ActiveCampaign
• Automation: Configure event-based emails and SMS workflows for automating group session communication.
Benefits
4.2. Automates communication, ensuring all participants are informed on time.
4.3. Improved patient experience with seamless, automated reminders and follow-up processes.
4.4. Automator ensures data accuracy, regulatory compliance, and faster billing.
4.5. Scalable automation supports high session volume and complex scheduling with minimal staff intervention.