Personalized wellness content delivery

Purpose

1.1. Enables psychotherapists to delivering highly personalized wellness and self-care content automatically to clients based on their unique treatment journey, preferences, diagnosis, and progress.
1.2. Automates segmentation of clients, selecting relevant psychotherapeutic exercises, educational materials, mindfulness prompts, motivational messages, and reminders.
1.3. Automating content distribution ensures continuous client engagement between sessions, fosters self-management, and bolsters treatment results.
1.4. Automates routine sharing of evidence-based wellness tips, psychoeducation, and homework, supporting independent progress and accountability.
1.5. Automated distribution metrics help therapists analyze client interaction, automate reassessment, and adjust care plans as needed.

Trigger Conditions

2.1. New client intake, assessment completion, or diagnosis entry in EMR.
2.2. Session booking or after a therapy session concludes.
2.3. Form or survey completion by client.
2.4. Calendar milestone (e.g., one week since last session, monthly check-in).
2.5. Client replies to previous automated message or engages with content.
2.6. Therapist flagging specific content via a dashboard.
2.7. Automated tracking of low engagement or missed appointments.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Configure SMS API for automated wellness content delivery; set triggers on message templates; example: POST to /Messages with client phone and dynamic content.
3.2. SendGrid
• Feature/Setting: Use Marketing Campaigns API to automate personalized email drip sequences with dynamic fields and scheduling.
3.3. Mailchimp
• Feature/Setting: Set up Automation Journeys; trigger wellness series on tag assignment or interaction-based conditions.
3.4. ActiveCampaign
• Feature/Setting: Automate email/sms sequences using contact segmentation and behavior-based triggers.
3.5. Salesforce Health Cloud
• Feature/Setting: Workflow Rules to automate content email or in-app notifications based on health record entries.
3.6. WhatsApp Business API
• Feature/Setting: Automating message templates and push notifications via approved WhatsApp flows for wellness check-ins.
3.7. HubSpot
• Feature/Setting: Automated workflows using health-related properties to kick off content delivery via email or SMS.
3.8. Microsoft Power Automate
• Feature/Setting: Create Flows triggered by Outlook Calendar events or Forms submissions to automate sending wellness resources.
3.9. Google Workspace (Gmail + Calendar + Sheets)
• Feature/Setting: Automate emails based on Google Form or Calendar triggers; use Apps Script for custom logic and scheduling.
3.10. Slack
• Feature/Setting: Automate direct messages to clients or client groups with scheduled or triggered wellness content via Slack API.
3.11. Telegram Bot API
• Feature/Setting: Automating push messages with wellness content via programmed triggers or client commands in chats.
3.12. Typeform
• Feature/Setting: Automate follow-up emails or document attachments after survey submission, integrating with email services.
3.13. Intercom
• Feature/Setting: Automate segmented in-app or email messaging when clients interact with therapy portal or trigger events.
3.14. Zapier
• Feature/Setting: Trigger content delivery automations based on form fills, calendar events, or CRM updates.
3.15. Pipedrive
• Feature/Setting: Automator for sending content via email or SMS based on stage changes or custom field updates.
3.16. Freshdesk
• Feature/Setting: Automate client notifications and personalized care content via ticket rules and workflow automations.
3.17. Calendly
• Feature/Setting: Automate sending prep or follow-up wellness content based on scheduled or completed appointments.
3.18. Zoom
• Feature/Setting: Automate post-session email delivery triggered after teletherapy meetings using Zoom webhook/API.
3.19. DocuSign
• Feature/Setting: Automating sending additional resources upon client e-signature completion via DocuSign Connect API.
3.20. SurveyMonkey
• Feature/Setting: Automate personalized feedback or escalation content after survey completions using webhooks or integrations.

Benefits

4.1. Automates personalized engagement, increasing adherence to therapeutic plans.
4.2. Reduces manual effort, freeing therapist time for higher value care.
4.3. Automation improves client satisfaction and retention through timely, relevant communication.
4.4. Automates tracking of client progress and engagement analytics.
4.5. Enables scalable delivery of customized care, making evidence-based wellness automatable for broader client reach.
4.6. Automation ensures consistency and quality compliance in all communications.