Automated follow-up scheduling

Purpose

1. Facilitate consistent patient care by ensuring follow-up appointments are auto-scheduled post-session.

2. Reduce manual workload for therapists and administrative staff by automating outreach and reminders.

3. Minimize missed sessions and scheduling gaps through timely communication and confirmations.

4. Improve therapy outcomes by maintaining regular follow-up cycles with patients and caregivers.

Trigger Conditions

1. Completion of a therapy session (marked in scheduling or electronic health record system).

2. No existing upcoming follow-up for the client in the required timeframe.

3. Patient or caregiver status update (e.g., session notes marked as reviewed or parent request for follow-up).

4. Therapist availability updated in scheduling platform.

Platform Variants

1. Google Calendar API

• Feature/Setting: "events.insert" — Creates calendar events for follow-ups, pre-filled with patient data.
  

2. Microsoft Outlook Calendar API

• Feature/Setting: "/me/events" endpoint for event creation with automated attendee invite.
  

3. Twilio Programmable SMS

• Feature/Setting: "Messages" API — Sends SMS follow-up reminders to patients after each session.
  

4. SendGrid

• Feature/Setting: "Mail Send" API — Delivers follow-up confirmation emails with reschedule/cancel links.
  

5. Zoom API

• Feature/Setting: "Create Meeting" endpoint — Generates meeting links for telehealth follow-ups.
  

6. Slack

• Feature/Setting: "chat.postMessage" — Sends direct messages to therapists to confirm auto-scheduled sessions.
  

7. Salesforce Health Cloud

• Feature/Setting: "Tasks & Events API" — Schedules follow-up tasks and syncs them to contact records.
  

8. HubSpot

• Feature/Setting: "Engagements API" — Logs automated follow-up activities on patient records.
  

9. Calendly

• Feature/Setting: "Webhooks" — Triggers new scheduling links sent to clients post-session.
  

10. Acuity Scheduling

• Feature/Setting: "Appointment Types" — Sets up automated follow-up slots and triggers notifications.
  

11. Practice Management System (e.g., SimplePractice)

• Feature/Setting: Appointment automation settings for recurring follow-ups, auto-confirmation emails.
  

12. DrChrono

• Feature/Setting: "Appointments API" — Auto-creates follow-up appointments, triggers reminders.
  

13. TheraNest

• Feature/Setting: "Automated Reminders" — Schedules and confirms follow-ups via SMS/email.
  

14. TherapyNotes

• Feature/Setting: Calendar Scheduler — Automatic follow-up prompt with session documentation.
  

15. Doxy.me

• Feature/Setting: Telehealth meeting scheduling API for follow-up video sessions.
  

16. Mailgun

• Feature/Setting: "Messages" API — Sends follow-up confirmation and survey emails post-session.
  

17. WhatsApp Business API

• Feature/Setting: Message template send — Notifies clients and confirms scheduled follow-ups.
  

18. Zoho CRM

• Feature/Setting: Workflow automation — Generates tasks for follow-up scheduling from contact activities.
  

19. Freshdesk

• Feature/Setting: Ticket automation — Creates and assigns follow-up reminders for care teams.
  

20. Pipedrive

• Feature/Setting: Activity automation — Schedules follow-ups as activities when a deal (patient) progresses.
  

Benefits

1. Reduces no-shows and therapy interruptions using consistent, automated communication.

2. Saves time for therapists and staff, eliminating repetitive, manual scheduling efforts.

3. Enhances client experience through prompt, multi-channel reminders and easy rescheduling.

4. Supports therapy goal adherence via regular, structured follow-up routines.

5. Keeps all scheduling data synchronized with core healthcare and therapy management systems.