Scheduling annual wellness/preventive screening reminders

Purpose

1.1. Automate annual scheduling and sending of wellness or preventive screening reminders to patients in medical groups to increase compliance, enhance patient outcomes, reduce administrative burden, and support population health management initiatives through precise, automated multi-channel communication.
1.2. Ensure each patient receives timely, personalized reminders based on demographic, health record, and insurance eligibility data, harnessing automation to maximize patient engagement and adherence rates.
1.3. Integrate automatable reminders into clinical workflow systems to close preventive care gaps and maintain proactive patient follow-up as required by value-based healthcare metrics.

Trigger Conditions

2.1. Automatedly triggered on patient's anniversary date of last screening or wellness visit as reflected in EHR.
2.2. Automate reminders when new screening guidelines become available or patient status changes (e.g., age or healthcare plan update).
2.3. Automatically triggered batch reminders for patient populations within specified risk cohorts or insurance-mandated time frames.
2.4. Manually-triggered batch schedule by healthcare admin via dashboard interface for bulk automation.

Platform Variants

3.1. Twilio SMS
— Feature/Setting: Automate programmable SMS API; configure message template with fields for patient name, appointment link; set schedule via Twilio Studio Flows.
3.2. SendGrid
— Feature/Setting: Automate the Send Email API; use dynamic templates; batch scheduling via Marketing Campaigns automation.
3.3. Mailchimp
— Feature/Setting: Automate journeys; configure Customer Journey Builder with date-based triggers for annual reminders; personalize merge tags for patient details.
3.4. Outlook 365
— Feature/Setting: Automate via Power Automate; schedule calendar invites/email reminders using triggers from integrated Excel or SharePoint list.
3.5. GMail/Google Workspace
— Feature/Setting: Automate with Apps Script or Zapier; configure time-driven triggers for email reminders pulling patient-specific data from Google Sheets or EHR export.
3.6. Salesforce Health Cloud
— Feature/Setting: Automate workflow or Process Builder flow; auto-create Tasks and Email Alerts based on custom patient criteria.
3.7. Cerner Millennium
— Feature/Setting: Automate via FHIR or MPage scripting; configure Scheduled Task reminders or automated messaging via integrated patient portal.
3.8. Epic EHR
— Feature/Setting: Automate with Chronicles and MyChart push notifications using Rules Engine and scheduled batch reminder jobs.
3.9. athenahealth
— Feature/Setting: Automate Notify API; configure scheduled outbound reminders via patient communication module.
3.10. ActiveCampaign
— Feature/Setting: Automate Automation builder; use date-based triggers and conditional content for health screening reminders.
3.11. Slack
— Feature/Setting: Automator with Workflow Builder; scheduled workflows sending DM reminders to care team leads or patient coordinators.
3.12. Zoho CRM
— Feature/Setting: Automation with Workflow Rules; schedule personalized email/SMS tasks for patient contacts.
3.13. Microsoft Teams
— Feature/Setting: Automate scheduled chat notifications in care group channels via Power Automate integration.
3.14. Google Calendar
— Feature/Setting: Automate event creation and invite emails using API access or Zapier triggers based on EHR export schedules.
3.15. PatientPop
— Feature/Setting: Automate appointment reminder campaigns via prebuilt patient marketing automation tools.
3.16. SimpleTexting
— Feature/Setting: Schedule automated reminders with API or campaign builder; custom patient tags for message segmentation.
3.17. Intercom
— Feature/Setting: Automate targeted outbound messages using Series or Custom Bots triggered by annual dates.
3.18. HubSpot
— Feature/Setting: Automate workflows; automate email/SMS reminders by segment, leveraging Health Industry templates.
3.19. Medfusion
— Feature/Setting: Automate patient portal reminder broadcast modules; time-based and event-based triggers configurable by admin.
3.20. DrChrono
— Feature/Setting: Automate Custom Appointment Reminders; API or built-in tool schedules annual notices linked to calendar.

Benefits

4.1. Automates patient communication to maximize preventive care compliance.
4.2. Streamlines scheduling and minimizes no-shows using automated, customizable reminders.
4.3. Reduces clinic staff manual workload with automation for appointment and screening follow-up.
4.4. Provides auditable, automated outreach for regulatory and accreditation purposes.
4.5. Empowers scalable, repeatable clinical workflow automation across multi-provider medical groups.
4.6. Drives patient engagement and improved health outcomes through systematic automation.