Care Coordination & Case Management**Purpose**
- Reduce manual workload for staff by sending reminders, tracking responses, and updating records, improving compliance and quality of care.
- Centralize communication, documentation, and next-step scheduling to ensure no lapse in service continuity or documentation for audits.
**Trigger Conditions**
- Completion of a care episode requiring post-visit check-in.
- Lapse or overdue status detected in follow-up schedule.
- Request for rescheduling received from client, caregiver, or third-party provider.
- Update to care plan requiring acknowledgment or new service booking.
**Platform Variants**
3.1. Twilio SMS
• Feature/Setting: Messaging API – Auto-send reminders upon appointment change; configure webhook URL and message template.
3.2. SendGrid
• Feature/Setting: Transactional Email API – Dispatch follow-up confirmation emails; set up dynamic templates and API integration.
3.3. Google Calendar
• Feature/Setting: Calendar API – Insert or update appointment events; configure push notifications for upcoming events.
3.4. Microsoft Outlook
• Feature/Setting: Office 365 Calendar integration – Auto-create or modify calendar items; enable reminders via Outlook.com REST API.
3.5. Salesforce Health Cloud
• Feature/Setting: Workflow Rule/Process Builder – Automatically generate follow-up tasks and patient reminders.
3.6. HubSpot CRM
• Feature/Setting: Workflow Automation – Email or task follow-up on property change in contact/company record.
3.7. Zoho CRM
• Feature/Setting: Blueprint and Workflow – Trigger follow-up activities when a Service module is updated.
3.8. Slack
• Feature/Setting: Incoming Webhooks – Notify care teams of follow-up status; integrate bot reminders.
3.9. Airtable
• Feature/Setting: Automations – Send follow-up emails when a record’s status changes to “Follow-Up Due”.
3.10. Mailchimp
• Feature/Setting: Automated Email – Send timed drips for appointment feedback or check-ins.
3.11. Microsoft Teams
• Feature/Setting: Automated Bot – Push task alerts for follow-up within Teams channel via Graph API.
3.12. RingCentral
• Feature/Setting: SMS and Voice API – Schedule and send outbound appointment reminders and callbacks.
3.13. Jotform
• Feature/Setting: Action Buttons – Trigger email or SMS on form submission to request appointment confirmation.
3.14. Freshdesk
• Feature/Setting: Ticket Automation – Create service tickets on follow-up request or missed appointment.
3.15. Intercom
• Feature/Setting: Behavioral Email – Auto-message users based on time since last appointment.
3.16. Monday.com
• Feature/Setting: Automations – Schedule item status changes to trigger follow-up notifications.
3.17. Calendly
• Feature/Setting: Webhook/Integrations – Trigger follow-up workflow upon booking/rescheduling.
3.18. ActiveCampaign
• Feature/Setting: Deal Pipeline Automation – Kick-off email/SMS series based on deal (service appointment) stage.
3.19. Trello
• Feature/Setting: Butler Automation – Move cards and create reminders for tasks needing follow-up.
3.20. Asana
• Feature/Setting: Rules – Trigger follow-up tasks on project step completion.
3.21. Smartsheet
• Feature/Setting: Automated Workflows – Send alerts/requests based on row changes for follow-up scheduling.
3.22. DocuSign
• Feature/Setting: Envelopes and Reminders – Automatically send documents for post-visit signatures and track completion.
3.23. Zoom
• Feature/Setting: Meeting API – Send follow-up invites or feedback forms post-session.
3.24. Clio
• Feature/Setting: Task List Automation – Notify legal/case managers for required follow-up on client matters.
3.25. SAP Customer Experience
• Feature/Setting: Workflow Rules – Automate escalations and follow-up assignments in care service cycles.
**Benefits**
- Frees staff from repetitive administrative actions.
- Ensures timely compliance with care protocols and documentation.
- Enhances client and stakeholder communication, promoting satisfaction.
- Centralizes task tracking and evidence for audit-readiness.