Post-treatment care instructions distribution

Purpose

1.1. To ensure that pet owners receive timely, accurate post-treatment care instructions via multiple communication channels, improving recovery outcomes and reducing follow-up calls.
1.2. Standardizes instructions sent after surgeries, vaccinations, or treatments, ensuring every client is informed.
1.3. Allows automatic personalization based on pet, procedure, and specific veterinary recommendations.
1.4. Supports documentation of sent instructions for compliance and quality assurance.

Trigger Conditions

2.1. Discharge completed after treatment in the veterinary practice management system.
2.2. Status update such as "Ready for Pickup" or "Treatment Complete" in animal hospital records.
2.3. Veterinarian or nurse submits finalized care plan documentation.
2.4. Scheduled time post-appointment (e.g., 1 hour after checkout) reached.
2.5. Manual trigger via dashboard/button for ad-hoc instructions.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automated SMS; Configure "Messages API" for instruction text sending.
• Sample: Map patient data, trigger SMS with unique discharge care URL.

3.2. SendGrid
• Feature/Setting: Transactional Email API; set up template with dynamic fields.
• Sample: Auto-fill pet name, care steps, vet contact info.

3.3. Mailgun
• Feature/Setting: Email sending API; use templates with attachments.
• Sample: Attach PDF care sheet, schedule send on status change.

3.4. Slack
• Feature/Setting: Slack API; push care summary into client-owner shared channels.
• Sample: Automate channel message with follow-up reminder.

3.5. WhatsApp Business (Cloud API)
• Feature/Setting: Send message template with care summary.
• Sample: Quick links to emergency contacts or aftercare videos.

3.6. Microsoft Teams
• Feature/Setting: Incoming webhook; post instructions in Teams channels used by the owner's family/team.
• Sample: Tag pet owner for immediate attention.

3.7. DocuSign
• Feature/Setting: Automated envelope; prefill and send care documents for acknowledgment.
• Sample: Trigger on workflow completion.

3.8. Google Drive
• Feature/Setting: Docs/Sheets API; auto-create care docs per patient, share links via email or SMS.
• Sample: Personalized care plans per pet folder.

3.9. Dropbox
• Feature/Setting: File request and automated sharing; distribute updated care files.
• Sample: Send direct download link after treatment.

3.10. Salesforce Health Cloud
• Feature/Setting: Process Builder/Flow; auto-email discharge instructions via workflow.
• Sample: Merge owner and pet data into prebuilt template.

3.11. Zoho CRM
• Feature/Setting: Automated email via Workflow Rule; attach pet-specific documents.
• Sample: Condition on custom field "Treatment Completed".

3.12. HubSpot
• Feature/Setting: Sequences and Workflows; trigger instructional email/SMS post-visit.
• Sample: Insert vet's aftercare video link.

3.13. ActiveCampaign
• Feature/Setting: Automation builder; send follow-up and instructions.
• Sample: Trigger sequence for custom tags like "Surgery".

3.14. Intercom
• Feature/Setting: Automated chat/message; send secured care summary post-treatment.
• Sample: Custom path for surgical appointments.

3.15. PagerDuty
• Feature/Setting: Webhook to on-call staff if special post-care triggers an alert.
• Sample: Flag severe cases for vet follow-up scheduling.

3.16. Zendesk
• Feature/Setting: Triggered ticket update; auto-send PDF instructions.
• Sample: Email attachments sent with case status change.

3.17. AirTable
• Feature/Setting: Script automation; generate instruction record and email/SMS.
• Sample: Field "Discharge" triggers script job.

3.18. BambooHR
• Feature/Setting: Automated task/todo for staff follow-up; attach care instructions checklist.
• Sample: Notify responsible nurse.

3.19. Microsoft Outlook/365
• Feature/Setting: Automated mail merge; mail instructional docs from shared inbox.
• Sample: Insert pet owner salutation.

3.20. Google Calendar
• Feature/Setting: Scheduled event notification; send instructions as event description.
• Sample: Reminder for medication/rehabilitation times.

Benefits

4.1. Eliminates manual errors and omission in aftercare communication.
4.2. Reduces staff workload and improves efficiency.
4.3. Boosts engagement via client-preferred channels.
4.4. Enhances compliance tracking and legal documentation.
4.5. Strengthens pet owner trust and hospital reputation.
4.6. Creates metrics for follow-up adherence and communication quality.