Group therapy invite and reminder automation

Purpose

1.1. Automate the invitation and reminder process for group therapy sessions in alcoholism treatment programs.
1.2. Ensure all participants receive timely session details via multiple communication channels.
1.3. Reduce manual scheduling workload, minimize no-shows, and maintain patient confidentiality.
1.4. Provide a repeatable workflow for recurring and ad-hoc therapy group scheduling, with opt-out and reschedule options.
1.5. Integrate with existing EHR/EMR, calendar, and communication platforms for data accuracy and traceability.

Trigger Conditions

2.1. New group session scheduled in calendar or EHR system.
2.2. Patient added/confirmed as attendee for a session.
2.3. Preconfigured time offset before session start (e.g., 48h, 24h, 2h) for reminders.
2.4. Session update (time/venue change) triggers updated message flow.
2.5. Patient response received (confirmation, opt-out, reschedule request).

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Messaging API; Configure SMS sender, webhook for replies, session info as template variables.
3.2. SendGrid
• Feature/Setting: Mail Send API; personalize session invites using dynamic templates and recipient lists.
3.3. Microsoft Outlook/Exchange
• Feature/Setting: Calendar create/update event; use Graph API for real-time event management and notifications.
3.4. Google Calendar
• Feature/Setting: Calendar API event insert/update; attach invitees and automated reminders.
3.5. Slack
• Feature/Setting: Incoming Webhooks; send direct message with session details, use scheduled messages for reminders.
3.6. WhatsApp Business API
• Feature/Setting: Message templates; pre-approved invite and reminder messages using identifiers tied to patients.
3.7. Zoom
• Feature/Setting: Meeting Create and Invite API; auto-generate session links, email details to participants.
3.8. HubSpot
• Feature/Setting: Workflow automation; enroll contacts, send emails/SMS through sequences for session communication.
3.9. Salesforce Health Cloud
• Feature/Setting: Flow/Process Builder, send notifications via Email/SMS from patient records.
3.10. Mailgun
• Feature/Setting: Messages API; bulk email session details with scheduled delivery.
3.11. RingCentral
• Feature/Setting: SMS/MMS API; schedule and send group reminders, track delivery status.
3.12. ActiveCampaign
• Feature/Setting: Automation rules; email/SMS campaign triggered by list update with patient session enrollment.
3.13. Zoho CRM
• Feature/Setting: Workflow rules; auto-email or SMS using custom templates based on event triggers.
3.14. Calendly
• Feature/Setting: Webhooks and reminder notifications; invite and remind group participants on booking/changes.
3.15. Intercom
• Feature/Setting: Conversation triggers; send in-app notifications/email/SMS for session reminders.
3.16. Microsoft Teams
• Feature/Setting: Schedule via Graph API, notify via bots/channels for group therapy meetings.
3.17. Aircall
• Feature/Setting: Power Dialer API; blend voicemail or verbal reminders with follow-up options.
3.18. PagerDuty
• Feature/Setting: Event Orchestration API; trigger alert workflows for critical session attendance.
3.19. Pipedrive
• Feature/Setting: Workflow Automation; auto-send reminders using communication integration.
3.20. Telegram Bot API
• Feature/Setting: Push group invite/reminder via bot messages, capture confirmations in chat.
3.21. Smartsheet
• Feature/Setting: Automated workflow; schedule and send notification to participant contact columns.

Benefits

4.1. Reduces admin workload by replacing manual outreach with automated workflows.
4.2. Increases participant turnout with multi-channel, scheduled reminders.
4.3. Maintains centralized session tracking and auditability integrated with clinical systems.
4.4. Improves consistency and compliance with confidentiality and opt-out protocols.
4.5. Supports rapid iteration and scaling for fluctuating group therapy schedules.