Appointment & Session ManagementPurpose
1.2 Send reminders via multiple channels (email, SMS, push notifications, calls) based on user preference.
1.3 Ensure reminders are personalized with therapist, session time, and location details.
1.4 Integrate with EHR/EMR systems for real-time scheduling and updates.
1.5 Support compliance with HIPAA for secure PHI transmission.
1.6 Enable clients to confirm, reschedule, or cancel sessions directly via reminders.
1.7 Provide therapists with advance notification and status of upcoming appointments.
1.8 Log all reminders sent for audit and compliance tracking.
Trigger Conditions
2.2 Session time update or reschedule.
2.3 Predefined interval before session (e.g., 24h, 1h).
2.4 Session cancellation triggers immediate notification.
2.5 Client update of communication preference.
2.6 Therapist initiates bulk reminder for multiple sessions.
Platform Variants
• Feature/Setting: Use Programmable SMS API, schedule messages via `Messages` endpoint; configure TwiML for voice reminders.
3.2 SendGrid (Email)
• Feature/Setting: Transactional Templates with dynamic substitutions; use `Mail Send` API for reminder dispatch.
3.3 Slack (Internal reminders)
• Feature/Setting: Use Incoming Webhooks to post session alerts to therapist channel; configure message formatting via payload.
3.4 Microsoft Teams
• Feature/Setting: Use Teams Bot API or Graph API to post event-based messages to users or channels.
3.5 WhatsApp Business API
• Feature/Setting: Use templates for appointment reminders; schedule messages via `messages` endpoint.
3.6 Google Calendar
• Feature/Setting: Create or update events with notifications and reminders using Calendar API `Events.insert` and `reminders`.
3.7 Outlook/Microsoft 365 Calendar
• Feature/Setting: Use Graph API to set and update calendar event reminders; push out attendee updates.
3.8 Zoom
• Feature/Setting: Use Meeting API to auto-generate and email session links with time-based reminders.
3.9 Mailgun
• Feature/Setting: Use `messages` API endpoint for scheduled bulk email reminders with custom templates.
3.10 Firebase Cloud Messaging
• Feature/Setting: Send push notifications to client apps via `send` endpoint; topic targeting for reminders.
3.11 RingCentral
• Feature/Setting: Use SMS Messaging API for session reminders; configure scheduled messages by recipient.
3.12 HubSpot
• Feature/Setting: Use Workflows with `Send Email` action or custom webhook for reminders; CRM personalization tokens.
3.13 Salesforce
• Feature/Setting: Process Builder or Flow to trigger reminder email/SMS; Use Marketing Cloud APIs.
3.14 Zoho CRM
• Feature/Setting: Workflow Rules to initiate email or SMS reminder via integrated channels.
3.15 Intercom
• Feature/Setting: Automate outbound chat, push, or email reminders triggered by scheduled events or tags.
3.16 Pipedrive
• Feature/Setting: Automate activities to send reminders using Scheduler or Email Integration features.
3.17 ActiveCampaign
• Feature/Setting: Automations with `Send Email` or `Send SMS` action on schedule trigger.
3.18 OneSignal
• Feature/Setting: Push notifications via REST API, scheduled for mobile and web clients.
3.19 Aircall
• Feature/Setting: Auto-dialer or voicemail drop using Call API to remind before session.
3.20 Plivo
• Feature/Setting: Send session reminders via SMS API; configure templates, schedules and recipient lists.
3.21 MessageBird
• Feature/Setting: SMS or WhatsApp templates for event reminders sent via Flow Builder or API.
3.22 PagerDuty
• Feature/Setting: Use Event API to trigger urgent reminders, especially for therapist scheduling changes.
Benefits
4.2 Improves client engagement with timely, clear notifications.
4.3 Increases staff efficiency by automating manual reminder tasks.
4.4 Supports compliance via audit-ready tracking of messages.
4.5 Enhances client satisfaction through communication channel choice.
4.6 Provides seamless, real-time integration with EHR/EMR and scheduling platforms.