Vaccination record tracking and automated reminders

Purpose

1.1 Automate vaccination record tracking, notification, and reminder workflows for local medical practices and healthcare clinics.
1.2 Centralize storing, updating, and retrieving immunization data for every patient.
1.3 Automated reminders to patients/guardians regarding upcoming, overdue, or required vaccinations.
1.4 Reduce risk of missed scheduling, appointment lapses, and ensure compliance with public health standards.
1.5 Synchronize records between EMRs, public health systems, and communications platforms — automating reporting and alerting.

Trigger Conditions

2.1 New vaccination record entered or updated in EMR.
2.2 Scheduled date for any required or booster vaccine approaching within configurable reminder windows.
2.3 Overdue vaccine status detected in a patient profile.
2.4 Scheduled recall or public immunization campaign announced by local authorities.
2.5 Patient books new appointment flagged as vaccination-related.

Platform Variants

3.1 Twilio SMS
- Feature/Setting: Automate SMS reminders using 'Programmable Messaging' API.
- Sample: Configure webhook to send message when vaccination is due/overdue.

3.2 SendGrid Email
- Feature/Setting: Automate reminder emails by linking to 'Transactional Templates' API.
- Sample: Trigger email with patient-specific vaccination record summary and due actions.

3.3 Google Calendar
- Feature/Setting: Automate event creation/invitation using 'Calendar API' for vaccination appointments.
- Sample: Sync patient appointment with calendar event, sending automated alerts.

3.4 Airtable
- Feature/Setting: Automate record update using 'Automations' and 'API' for vaccination logs.
- Sample: Update status and filter for overdue/required cases triggering sequences.

3.5 Salesforce Health Cloud
- Feature/Setting: Use 'Process Builder' or 'Flow' for automating contact reminders and health record logging.
- Sample: Route automated notification to contacts tied to overdue immunization.

3.6 DocuSign
- Feature/Setting: Automate digital consent and vaccination form processing via 'eSignature REST API'.
- Sample: Send form automatically for digital sign-off when new record appears.

3.7 Zapier
- Feature/Setting: Automate multi-step workflows integrating EMR, email, SMS, and reporting tools.
- Sample: Trigger automation instantly on entry update in connected EMR spreadsheet.

3.8 Slack
- Feature/Setting: Automate clinical staff reminders using 'Incoming Webhooks API'.
- Sample: Post custom notification in #clinical-coordination on pending records.

3.9 HubSpot
- Feature/Setting: Automate patient outreach sequences using 'Workflows' in Service Hub.
- Sample: Move patient through custom automated vaccine reminder pipeline.

3.10 Mailchimp
- Feature/Setting: Use 'Campaigns API' to automate personalized vaccine educational emails.
- Sample: Segment audience by age or vaccination status; automate broadcast.

3.11 Notion
- Feature/Setting: Automate updates using 'Integration API' for vaccination status dashboards.
- Sample: Push automatedly generated summary blocks of due/overdue cases.

3.12 Microsoft Teams
- Feature/Setting: Automate team notifications via 'Graph API' for records and case updates.
- Sample: Notify coordinators of automatable scheduling gaps.

3.13 Google Sheets
- Feature/Setting: Use 'Sheets API' to automate row additions and updates for each vaccine event.
- Sample: Automated conditional formatting for overdue flags and triggering scripts.

3.14 Calendly
- Feature/Setting: Automate patient re-booking prompts via 'Webhooks' when vaccination is due.
- Sample: Send booking link automatically with pre-selected vaccine reason.

3.15 Trello
- Feature/Setting: Automate board card creation for each case needing clinical review using 'API'.
- Sample: Move cards as vaccines are confirmed, automating next steps.

3.16 WhatsApp Business API
- Feature/Setting: Automate patient notification sequences directly on WhatsApp.
- Sample: Send template messages on vaccination due dates triggered by EMR updates.

3.17 AWS Lambda
- Feature/Setting: Automate custom logic (e.g., batch reminders, real-time data sync) using scheduled triggers.
- Sample: Overnight automation runs through records and sends reminders as needed.

3.18 Microsoft Power Automate
- Feature/Setting: Automate cross-platform vaccine status checks and communication flows.
- Sample: Integrate EMR, email, SMS, and reporting seamlessly.

3.19 Monday.com
- Feature/Setting: Automate patient progress tracking/status via automations and integrations.
- Sample: Auto-update boards as vaccines are administered and new tasks created.

3.20 Intercom
- Feature/Setting: Automate patient chat reminders and response flows.
- Sample: Automatically send targeted in-app messages about overdue or upcoming vaccines.

3.21 ActiveCampaign
- Feature/Setting: Automate drip outreach for immunization awareness and appointment follow-up.
- Sample: Automator triggers based on patient status and previous interactions.

Benefits

4.1 Automates timely follow-up, increasing vaccination rates and compliance.
4.2 Reduces manual workload for clinical staff and automates data management.
4.3 Ensures automatable communication across SMS, email, chat, and phone.
4.4 Maintains a fully automated, auditable record of reminders.
4.5 Improves patient engagement by automatedly reaching them through preferred channels.
4.6 Minimizes errors, missed appointments, and automates compliance reporting.
4.7 Facilitates automating vaccine recall, batch tracing, and proactive public health interventions.