Communication and Engagement Automation**Purpose**
1.2 Automate resource dispatching based on specific addiction types, severity, and comorbidities identified in the client’s initial diagnosis.
1.3 Enhance patient engagement, early education, and comprehension of recovery processes through adaptive channels.
1.4 Reduce manual intervention by clinicians in educational outreach, ensuring consistency and compliance.
**Trigger Conditions**
2.2 New patient record creation tagged with diagnosis.
2.3 Updated diagnosis for existing patient profile.
2.4 Scheduled follow-up date for patient education is reached.
**Platform Variants**
3.1 Salesforce Health Cloud
• Workflow Rule & Process Builder: Configure rule "On Diagnosis Completion, Send Education Campaign" using Process Builder to auto-launch patient journeys.
3.2 Twilio SMS
• Messaging Service API: Use "SendMessage" with dynamic content based on diagnosis field mapping.
3.3 SendGrid
• Dynamic Templates API: Link patient diagnosis variables to specific educational HTML templates via the "Mail Send" endpoint.
3.4 HubSpot
• Workflows & Email API: Trigger "Enrollment in targeted drip sequence" when property "Diagnosis" is set.
3.5 Microsoft Power Automate
• Automated Flow: "When new item (diagnosis) is created, send adaptive card/email/SMS" using prebuilt healthcare connectors.
3.6 Zendesk
• Triggers: Auto-send macroed email or SMS educational content when "Diagnosis" tag is updated in patient ticket.
3.7 Mailchimp
• Automation Rules: Conditional branching in customer journey automations that match diagnosis; use "Send Email" with educational content block.
3.8 Intercom
• Custom Bot/Outbound Messaging: Set up Bot triggers for user attributes such as "Diagnosis Type," and assign educational series.
3.9 ActiveCampaign
• Automation Builder: If/Else logic "If Diagnosis equals X, send email/SMS" and sequential message configuration.
3.10 Google Cloud Functions
• HTTP Trigger: On webhook from EMR, execute function to call external APIs/SMS/email platforms with tailored content.
3.11 AWS Lambda
• API Gateway Trigger: Receive webhook from health record, fetch educational resources, route to chosen comms channel.
3.12 DocuSign
• Envelope Sent Event: Trigger follow-up envelope with educational PDF linked to diagnosis via "Composite Templates."
3.13 Cerner EMR
• PowerChart Message Wizard: Auto-generate message to patient portal with education resource attached based on diagnosis codings.
3.14 Epic Systems
• MyChart Automated Messages: Set "SmartText" messaging in after-visit summaries triggered on diagnosis codes.
3.15 Slack
• Workflow Builder: Message patient-specific educational materials to private channels/groups when "Diagnosis Set" event posts.
3.16 WhatsApp Business API
• Send Template Message: Dispatch approved, diagnosis-specific templates to contacts upon completed intake.
3.17 Zapier
• Multi-Step Zap: "When new diagnosis in EMR, Find educational resource, Deliver via SMS/Email" using Webhooks, Email, SMS steps.
3.18 Notion
• Database Automations: Link completed diagnostic entries to automated sharing of Notion pages with recovery resources.
3.19 Asana
• Rules: Assignment of “Send educational resource” task and automated messaging when diagnosis field added to project.
3.20 Calendly
• Event Workflow: Automated follow-up email with educational materials when a post-diagnostic consult is booked.
3.21 Google Sheets
• App Script: On new row (diagnosis), auto-email links to appropriate education PDF to client email from sheet entry.
3.22 Integromat (Make)
• Scenario: "Watch diagnosis update; Route educational material; Send via configured channel (Email, SMS, Drive link)."
**Benefits**
4.2 Personalizes care and increases patient engagement through diagnosis-specific communications.
4.3 Reduces administrative workload, freeing clinical resources for direct care.
4.4 Maintains consistency and compliance in educational outreach across all channels.
4.5 Supports analytics and reporting on resource utilization and patient engagement.