Communication & EngagementPurpose
1.2 Ensure timely, relevant support materials after each session or via periodic check-ins to reinforce therapeutic techniques and increase client engagement.
1.3 Seamless integration with practice management, communication, and digital asset systems for efficient, trackable resource sharing.
Trigger Conditions
2.2 Parent or client requests resources through a form, call, message, or portal.
2.3 A new session is scheduled, missed, or completed.
2.4 Periodic milestone or interval triggers (e.g., every three sessions, monthly).
2.5 Completion of certain workflow activities (e.g., parent training).
2.6 Resource sharing scheduled through recurring reminders.
2.7 External events detected via webhooks or API updates (e.g., diagnosis confirmed).
Platform Variants — Example configuration for each
- Feature/Setting: SMS Send API; configure to send PDF/links to client’s mobile; sample: POST /Messages.
3.2 SendGrid
- Feature/Setting: Dynamic Templates + Email Send API; setup custom educational content; sample: POST /mail/send.
3.3 Slack
- Feature/Setting: Incoming Webhook; push parent resources to private channel; sample payload: {“text”:“Resource link”}.
3.4 Microsoft Teams
- Feature/Setting: Teams Message API; send adaptive cards with resource attachments; sample: /me/sendMail.
3.5 Google Drive
- Feature/Setting: Share API; auto-generate shareable resource links; sample: files.create(permission).
3.6 Dropbox
- Feature/Setting: Sharing API; copy share_link_with_settings; sample: /sharing/create_shared_link_with_settings.
3.7 HubSpot
- Feature/Setting: Workflow API; segment contacts, send targeted resources; sample: POST /automation/v3/workflows.
3.8 Salesforce
- Feature/Setting: Process Builder/Flow + Email Alerts; trigger sends after field update; sample: POST /services/data/...
3.9 Zoom
- Feature/Setting: Meeting End Webhook; trigger follow-up resource emails; sample: listen endpoint.
3.10 Mailchimp
- Feature/Setting: Campaigns API; send educational email sequences; sample: POST /campaigns.
3.11 ActiveCampaign
- Feature/Setting: Automation Triggers; send tailored resources post-tagging; sample: POST /api/3/contactAutomations.
3.12 Airtable
- Feature/Setting: Base script or automation to lookup resource and email client; sample: POST /v0/{baseId}/{tableName}.
3.13 DocuSign
- Feature/Setting: Template Email; send consent forms with educational addenda; sample: POST /envelopes.
3.14 Zendesk
- Feature/Setting: Ticket Automation; auto-attach or link resources; sample: POST /tickets/{id}/comments.
3.15 Intercom
- Feature/Setting: Auto Messages/Outbound; target parents with info capsules; sample: POST /messages.
3.16 WhatsApp Business API
- Feature/Setting: Send resource file or message template; sample: POST /messages.
3.17 Google Classroom
- Feature/Setting: Assignment API; share resource post-session; sample: POST /courses/{courseId}/courseWork.
3.18 Notion
- Feature/Setting: Database API; log reference materials, auto-share page links; sample: POST /v1/pages.
3.19 Asana
- Feature/Setting: Task comment; attach educational documents automatically; sample: POST /tasks/{taskId}/stories.
3.20 Monday.com
- Feature/Setting: Item Update API; comment educational content to client’s board item; sample: POST /v2 (mutation).
Benefits
4.2 Reduces therapist admin burden by automating follow-up and tracking.
4.3 Ensures standardized, reliable resource delivery across client base.
4.4 Enables data-driven communication based on session outcomes or parent input.
4.5 Supports compliance by documenting exactly what was sent and when.
4.6 Scales efficiently with growing caseloads and new resource content.