Pre- and post-visit educational content delivery

Purpose

 1.1 Automate the delivery of relevant educational content to clients before and after naturopathic appointments to improve understanding of treatments, enhance compliance, and boost client engagement.
 1.2 Automated pre-visit content prepares clients by detailing what to expect, forms to fill, or dietary guidelines.
 1.3 Automated post-visit content provides care instructions, lifestyle advice, supplement information, feedback requests, and ongoing education.
 1.4 Automation reduces manual interventions, allowing practitioners to focus on personalized care while ensuring consistent communication.
 1.5 Automates content customization based on appointment type, patient profile, and previous interactions for a personalized automated experience.

Trigger Conditions

 2.1 Appointment scheduling or confirmation (as trigger events).
 2.2 Completion of a client visit (as an automation trigger).
 2.3 Change in client status (e.g., new patient, follow-up, discharge).
 2.4 Defined time intervals (e.g., automated post-visit email after 2 hours or 24 hours).
 2.5 CRM record updated or entered (for seamless automated follow-ups).
 2.6 Client request or opt-in (triggering self-serve educational automations).

Platform Variants

 3.1 Twilio SMS
  • Feature/Setting: Automated SMS workflow; use Twilio API → “SendMessage” for SMS delivery on appointment events.
 3.2 SendGrid
  • Feature/Setting: Automated Email Campaigns; use SendGrid “Transactional Emails API” for appointment-triggered educational emails.
 3.3 Mailchimp
  • Feature/Setting: Automate email series via “Customer Journeys”; connect to appointment calendar for event-based triggers.
 3.4 ActiveCampaign
  • Feature/Setting: Automated drip series; “Automations” builder with webhook/CRM triggers for content sequencing.
 3.5 HubSpot
  • Feature/Setting: Automated Workflows; configure “Workflow” to trigger pre/post-visit email or SMS using Contact and Meeting properties.
 3.6 Salesforce
  • Feature/Setting: Workflow Rules/Process Builder; an automation that sends educational content when a Lead/Contact has a new appointment Activity.
 3.7 Google Calendar
  • Feature/Setting: Use Calendar API “Watch Events” to automate email/SMS when a new appointment is scheduled.
 3.8 Outlook 365
  • Feature/Setting: Power Automate Flow triggered by event creation; automatedly sends content via Linked Email/SMS provider.
 3.9 WhatsApp Business API
  • Feature/Setting: Automated templated messages; configure “messages” endpoint for appointment-based educational flows.
 3.10 Slack
  • Feature/Setting: Automated messaging using Slack “chat.postMessage API” for internal alerts about content sent to clients.
 3.11 Zapier
  • Feature/Setting: Automated workflow builder; chain CRM, calendar, and messaging tools for hands-free content delivery.
 3.12 Zoho CRM
  • Feature/Setting: Workflow automation; define triggers on module updates (e.g., Appointments) to dispatch educational content.
 3.13 Klaviyo
  • Feature/Setting: Behavior-based flows; trigger email/SMS automation from event completions or data sync.
 3.14 Drip
  • Feature/Setting: Automated workflows using “Triggered Email” linked to webhook from scheduling platform.
 3.15 SMSGlobal
  • Feature/Setting: Automate SMS campaigns via REST API “Send SMS” endpoint when a client schedules or completes an appointment.
 3.16 Constant Contact
  • Feature/Setting: Automated email workflow (“Email Automation+”); connect with calendar or CRM triggers.
 3.17 Intercom
  • Feature/Setting: Automated message campaigns; use “Event Triggers” to start educational content sequences.
 3.18 Facebook Messenger (Meta API)
  • Feature/Setting: Automated chatbot flows; configure automated educational messages tied to booking events using “Send API”.
 3.19 WeChat Official Account API
  • Feature/Setting: Automated post-subscription message flow; integrate “Customer Service Message” or “Template Message” API for engagement.
 3.20 Calendly
  • Feature/Setting: Trigger webhook on booking or completion; connect to automators for content delivery via chosen channels.
 3.21 Pipedrive
  • Feature/Setting: Automated workflows; configure “Workflow Automation” so deal stage change triggers follow-up educational content.
 3.22 Typeform
  • Feature/Setting: Automated thank-you screens and follow-up email workflow after form submission, tied to pre- or post-visit stages.
 3.23 Trello
  • Feature/Setting: Card automation using “Butler” to notify or send content when card moves to scheduled or completed stage.
 3.24 Microsoft Teams
  • Feature/Setting: Automated messages posted with “Webhook Connector” when appointments are created/closed in practitioner’s calendar.

Benefits

 4.1 Automates delivery of timely, accurate pre- and post-visit information, reducing staff workload.
 4.2 Automated content ensures every patient consistently receives information, minimizing manual errors.
 4.3 Increases patient retention and engagement via continued automated communication and education.
 4.4 Improves patient outcomes through automated, proactive learning and adherence support.
 4.5 Scales education efforts, allowing practitioners to handle larger caseloads with automated processes.
 4.6 Enables data-driven automation with tracking and feedback on content consumption and engagement.