Telehealth appointment workflow management

Purpose

1.1. Coordinate end-to-end telehealth appointment scheduling, confirmations, and reminders specific to Allergist practices.
1.2. Ensure compliance with clinical workflow for pre-visit patient intake, insurance verification, document management, and post-consultation follow-up.
1.3. Streamline patient communications (SMS, email, in-app) and integrate EHR data, enabling efficient virtual care delivery and workflow tracking.
1.4. Automate reporting for regulatory and insurance compliance and outcome documentation.

Trigger Conditions

2.1. Patient schedules or requests a telehealth appointment via website, patient portal, or call center.
2.2. Allergist/office staff adds or updates an appointment in practice management software.
2.3. Pre-appointment form submitted or insurance data verified.
2.4. Post-consultation note finalized by clinician triggering follow-up or documentation steps.

Platform Variants

3.1. Twilio Programmable SMS
• Feature/Setting: Send automated pre-appointment reminders; configure via Messaging API, POST to /Messages endpoint.
3.2. SendGrid
• Feature/Setting: Dispatch appointment confirmations and intake forms; configure via Mail Send API, v3/mail/send with template ID.
3.3. Google Calendar API
• Feature/Setting: Auto-create & update calendar events; use Events: insert/patch endpoint for provider’s integrated calendars.
3.4. Zoom API
• Feature/Setting: Schedule virtual visit links; call /users/me/meetings endpoint for meeting creation, add to appointment object.
3.5. DocuSign
• Feature/Setting: Initiate digital consent forms; use Envelope API, create and send to patient email.
3.6. Salesforce Health Cloud
• Feature/Setting: Sync patient records pre/post visit; REST API, PATCH to /sobjects/Account/{ID} for health documentation.
3.7. Epic App Orchard/FHIR API
• Feature/Setting: Retrieve/update allergies, visit notes; /AllergyIntolerance, /Appointment FHIR resources.
3.8. Cerner Ignite APIs
• Feature/Setting: Update patient encounters; PATCH Encounter endpoint for status tracking.
3.9. Athenahealth API
• Feature/Setting: Auto-assign telehealth visit codes; call /appointments and /claims endpoints.
3.10. Slack
• Feature/Setting: Notify staff of pending appointments; use chat.postMessage in workflow channels.
3.11. Microsoft Teams
• Feature/Setting: Post telehealth visit alerts in provider team channels; configure via Graph API, /teams/{id}/channels/{id}/messages.
3.12. Stripe
• Feature/Setting: Process co-payments before virtual session; configure PaymentIntent endpoint.
3.13. Calendly
• Feature/Setting: Automate patient self-scheduling; Webhooks for event_scheduled trigger, API for event details.
3.14. Intercom
• Feature/Setting: Send in-app messages on appointment status; use Conversations API, POST /conversations.
3.15. HubSpot
• Feature/Setting: Log patient communication history; Contacts API for engagement tracking.
3.16. OneDrive
• Feature/Setting: Store PDFs of intake forms or visit summaries; use /drive/root:/path:/content for uploads.
3.17. Adobe Sign
• Feature/Setting: Compliance e-signature for pre-visit agreements; use /agreements endpoint.
3.18. AWS Lambda
• Feature/Setting: Run custom logic for triage/reminder workflows; trigger on HTTP events.
3.19. Google Sheets
• Feature/Setting: Log telehealth appointments for audit; Sheets API, append spreadsheet values.
3.20. SAP SuccessFactors
• Feature/Setting: Update provider schedules and absences; call /TimeSheet API resource.

Benefits

4.1. Reduces no-shows with timely, automated reminders and confirmations.
4.2. Improves revenue capture via integrated billing and payment before appointment.
4.3. Enhances regulatory compliance and seamless record-keeping.
4.4. Increases productivity with reduced manual entry and communication effort.
4.5. Elevates patient satisfaction by simplifying virtual care access and communication.