Purpose
1.2. Integrate multiple communication channels (email, SMS, calls, in-app) and EHR interoperability, ensuring every patient receives timely reminders and easy booking options post-visit or following test/lab results.
1.3. Establish audit trails for all scheduled interactions and automate documentation in patient records for regulatory audits and continuity of allergy care.
Trigger Conditions
2.2. Entry of new diagnostic test or lab result requiring patient review.
2.3. Missed/canceled appointment needing rescheduling.
2.4. Predefined interval since last patient visit (e.g., three months for chronic allergy management).
Platform Variants
3.1 Twilio
• Feature: Programmable Messaging API
• Setting: Automate SMS/WhatsApp reminders; configure sender ID and webhook endpoints for appointment links.
3.2 SendGrid
• Feature: Dynamic Email Templates
• Setting: Trigger personalized follow-up emails by template ID upon receiving EHR event.
3.3 Google Calendar API
• Feature: Events Resource
• Setting: Automate addition/editing of appointment events for patients; set reminders and conference links.
3.4 Microsoft Outlook Graph API
• Feature: Calendar Events
• Setting: Auto-create and update outpatient follow-up slots; send invitation emails to patients.
3.5 Zoom
• Feature: Meetings API
• Setting: Schedule telemedicine follow-up meetings; send unique join details through patient-preferred channel.
3.6 DocuSign
• Feature: Envelope Template API
• Setting: Send consent forms for upcoming visits, triggered upon scheduling appointment.
3.7 Salesforce Health Cloud
• Feature: Health Timeline Events
• Setting: Auto-generate follow-up tasks and update patient timeline via API call with EHR webhook triggers.
3.8 Athenahealth API
• Feature: Appointments Resource
• Setting: Book or modify appointments directly; push patient notifications via integrated reminder system.
3.9 Epic EHR
• Feature: Open.epic Scheduling FHIR API
• Setting: Query available slots and place patient appointments; automate follow-up creation post-discharge.
3.10 Cerner Millennium
• Feature: Scheduling Resource
• Setting: Auto-trigger follow-up event creation after encounter closure; sync notifications to patient portal.
3.11 Slack
• Feature: Schedule Messages API
• Setting: Post internal reminders to care teams about pending patient follow-up needs.
3.12 PagerDuty
• Feature: Incidents API
• Setting: Escalate missed/overdue patient follow-ups as incident tickets for team intervention.
3.13 Calendly
• Feature: Scheduling Link API
• Setting: Auto-generate patient-specific booking links post-visit; embed in messaging channel.
3.14 SAP SuccessFactors
• Feature: Workflow Services
• Setting: Route allergy staff scheduling requests for follow-ups; trigger approval flow.
3.15 Intercom
• Feature: Custom Bots
• Setting: Deploy chatbots to engage patients on portal post-visit, offering follow-up booking.
3.16 Zendesk
• Feature: Triggers and Automations
• Setting: Auto-create support ticket if follow-up unsuccessful; assign to front desk.
3.17 HubSpot
• Feature: Workflow Automation
• Setting: Trigger contact lifecycle update and personalized patient comms for follow-up scheduling.
3.18 Freshdesk
• Feature: Ticket Automation
• Setting: Auto-create and escalate follow-up reminders as support tickets for allergy practitioners.
3.19 Mailchimp
• Feature: Campaign Triggers
• Setting: Dispatch follow-up nurture emails based on appointment pipeline status.
3.20 WhatsApp Business API
• Feature: Template Message
• Setting: Send interactive follow-up invitations; integrate patient responses to real-time scheduling events.
Benefits
4.2. Lower staff administrative burden through elimination of manual reminders.
4.3. Scalable, multi-platform outreach ensures patient preferences are honored.
4.4. Accurate, auditable, and timely follow-up scheduling throughout the allergy/immunology workflow.