Communication and Engagement AutomationPurpose
1.2. Automate reminders, well-being checks, and resource sharing, while capturing client responses back into core systems for ongoing care pathway tracking.
Trigger Conditions
2.2. Appointment status marked as 'missed' or 'no-show' in scheduling software.
2.3. Calendar date matches set interval (1 day, 3 days, 1 week after event).
2.4. Specific client engagement score threshold reached post-discharge.
2.5. Staff marks a manual follow-up needed in client record.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Messaging API – configure event-based triggers, set sender number, and template personalized SMS (e.g., "Hi [Name], we're here for you. Let's set a new time.").
3.2. SendGrid
• Feature/Setting: Marketing Campaigns – set up automated post-discharge email flows and appointment-missed nurturing drips; insert dynamic content blocks for personalization.
3.3. Mailgun
• Feature/Setting: Routes and Automation Rules – configure inbound/outbound routes to send follow-ups triggered by webhook from scheduling software.
3.4. Microsoft Teams
• Feature/Setting: Scheduled messages using Graph API – auto-notify care team about follow-up actions; send proactive messages to clients via Teams chat.
3.5. Slack
• Feature/Setting: Workflow Builder – auto-post tasks in #client-care when a missed appointment is logged, optionally message client if they use Slack Connect.
3.6. Salesforce Health Cloud
• Feature/Setting: Process Builder/Flows – automated emails/SMS initiated on discharge or no-show; log interaction outcomes in activity timeline.
3.7. HubSpot
• Feature/Setting: Workflows + Sequences – trigger client follow-up emails/SMS via integrated providers upon deal stage/"discharged" property update.
3.8. Intercom
• Feature/Setting: Outbound Messages – schedule messages based on user activity properties post-discharge/missed.
3.9. WhatsApp Business API
• Feature/Setting: Template/message dispatch via API upon system trigger (discharge/absence); capture and route replies to case managers.
3.10. Zoom
• Feature/Setting: Meeting API + Email trigger – send rescheduling invite links automatically when appointment marked as missed.
3.11. Zendesk
• Feature/Setting: Automated ticket creation for every follow-up; macros send email/SMS to clients and reminders to clinicians.
3.12. Freshdesk
• Feature/Setting: Automations – create tickets/reminders and auto-send client emails post-discharge/no-show.
3.13. Google Workspace (Gmail/Calendar)
• Feature/Setting: Calendar Event Triggers via Apps Script – auto-schedule follow-up emails or video calls.
3.14. ActiveCampaign
• Feature/Setting: Automation sequences – post-discharge/missed triggers start a targeted email/SMS series with scheduling links.
3.15. Aircall
• Feature/Setting: Call Automation/PowerDialer – initiate scheduled calls for critical missed appointments; log notes in CRM via API.
3.16. RingCentral
• Feature/Setting: Message/IVR Automation – send SMS or automated calls following trigger from client management system.
3.17. SimpleTexting
• Feature/Setting: Automated Campaigns – use webhook for appointment missed events to trigger SMS drips.
3.18. WhatsApp Cloud API
• Feature/Setting: Automated messaging templates tied to CRM event; manage opt-ins via API.
3.19. DocuSign
• Feature/Setting: Workflow configuration – send post-discharge care documents or aftercare instructions automatically.
3.20. Medesk
• Feature/Setting: Appointment status triggers – automate communication flows when discharge/missed status detected in EMR.
3.21. MyAppointments
• Feature/Setting: Automated messaging – post-event triggers to send follow-up prompts using built-in SMS/email.
3.22. Calendly
• Feature/Setting: Webhook integration – trigger SMS/email reminders if client does not schedule next session within target window.
3.23. ClickSend
• Feature/Setting: SMS/Email Automation via API – send follow-ups post-missed/discharge event, manage replies for two-way engagement.
3.24. Zoho CRM
• Feature/Setting: Workflow Automation – update records, trigger emails/SMS, and alert staff for every qualifying event.
3.25. Pipedrive
• Feature/Setting: Automation – set workflow to email/SMS clients at post-discharge/no-show stages, log communications.
Benefits
4.2. Scales personalized communication without manual staff effort.
4.3. Reduces risk of relapse by maintaining timely contact.
4.4. Ensures consistent documentation and follow-up across client journeys.
4.5. Increases appointment rescheduling and care plan adherence.
4.6. Frees clinical staff to focus on care quality and interventions.