Purpose
1.2. Support multiple notification channels: SMS, email, in-app, and voice.
1.3. Enable personalized, HIPAA-compliant reminders tailored to session types, therapist, location, and client preference.
1.4. Sync with practice management systems to extract live schedule data for real-time alerts.
1.5. Allow flexible scheduling—reminders sent 24, 12, or 1 hour before appointments.
1.6. Offer one-way or two-way communication, so clients can confirm/reschedule via reply.
Trigger Conditions
2.2. Imminence threshold (e.g., 1-72 hours before session).
2.3. Client opt-in status for reminders.
2.4. Changes in therapist assignments or session cancellations.
2.5. Incomplete confirmations or follow-ups for prior reminders.
Platform Variants
• Feature/Setting: Messaging API—Set up reminder trigger using `POST /Messages` with client mobile, session info variables.
3.2. SendGrid
• Feature/Setting: Mail Send API—Configure via `POST /mail/send` with schedule-based dynamic templates for session context.
3.3. Amazon SNS
• Feature/Setting: Pub/Sub SMS/Email—Use SNS topics for client groups, schedule with `Publish` API for notifications.
3.4. Outlook365
• Feature/Setting: Calendar API—Webhook for calendar event, trigger email via `SendMail` endpoint.
3.5. Google Calendar
• Feature/Setting: Watch API—Webhook trigger, use Gmail API to deliver reminders.
3.6. Slack
• Feature/Setting: Bot notification—Use Slack API `chat.postMessage` with reminders to private or group channels.
3.7. Microsoft Teams
• Feature/Setting: Incoming Webhook—Configure adaptive cards with session details as pre-session notifications.
3.8. WhatsApp Business
• Feature/Setting: Cloud API—Send templated session reminders using session variables via WhatsApp Cloud API.
3.9. PagerDuty
• Feature/Setting: Event Trigger—Configure service integration to escalate reminders for urgent rescheduling.
3.10. Zendesk
• Feature/Setting: Trigger Rules—Automate notifications via Zendesk ticket API based on session appointments.
3.11. Mailgun
• Feature/Setting: Email API—Send transactional session alerts using `v3/messages` endpoint.
3.12. SalesForce
• Feature/Setting: Workflow Rules—Set up workflow to send reminders using Email Alert actions.
3.13. HubSpot
• Feature/Setting: Workflow Automation—Trigger client reminder emails using workflows linked to meetings.
3.14. ActiveCampaign
• Feature/Setting: Automations—Schedule and personalize reminders using contact/session fields.
3.15. ClickSend
• Feature/Setting: SMS API—Automate reminders with `POST /sms/send` and merge session data.
3.16. RingCentral
• Feature/Setting: SMS/Voice API—Schedule ring-out automated voice or SMS appointment notifications.
3.17. Zoho CRM
• Feature/Setting: Workflow Automation—Send alert via workflow rules upon new/updated session entries.
3.18. Intercom
• Feature/Setting: Auto Messages—Send reminders as in-app or email messages triggered by session events.
3.19. Zoom
• Feature/Setting: Meeting Reminders—Use webinar API to trigger calendar-based or email notification pre-session.
3.20. Telegram
• Feature/Setting: Bot API—Auto-send reminder messages to clients' chat using bot webhooks.
3.21. Facebook Messenger
• Feature/Setting: Send API—Message reminders using PSID and session details.
3.22. Apple Messages for Business
• Feature/Setting: Business Chat API—Configured to dispatch session reminders securely to clients.
Benefits
4.2. Enhanced client experience and adherence to therapy plans.
4.3. Streamlined admin workload—no more manual reminder sending.
4.4. Multi-channel coverage to match client communication preferences.
4.5. End-to-end audit trails for compliance and quality assurance.
4.6. Real-time operational insights on session attendance and client responsiveness.