Group therapy invitation automation

Purpose

1.1 Automate the end-to-end process of inviting selected patients or guardians to scheduled group therapy sessions, improving outreach, consistency, and engagement.
1.2 Fetch eligible participant lists based on behavioral goals, session schedules, and insurance confirmation.
1.3 Automatically personalize and send multi-channel invitations with RSVP links and reminders, ensuring compliance and tracking attendance responses.
1.4 Integrate therapy session management with EHR/CRM for real-time schedule updates.

Trigger Conditions

2.1 New group session created in EHR/therapy management system.
2.2 Therapist manually flags participants for invitation.
2.3 Participant goal/criteria met per behavioral assessment data.
2.4 Insurance approval/clearance received.
2.5 Periodic batch runs (e.g., weekly session scheduling).

Platform Variants

3.1 Twilio SMS
• Feature: Programmable Messaging API. Configure template message, recipient number extraction, and dynamic scheduling.
3.2 SendGrid
• Feature: Mail Send API. Prepare invitation templates, map to participant emails, embed RSVP action links.
3.3 Outlook 365
• Feature: Calendar Event API. Auto-create meeting invitations, attach therapy agenda, send to participant list.
3.4 Google Calendar
• Feature: Events API. Sync group session slots, auto-send calendar invites with embedded video links.
3.5 Zoom
• Feature: Meeting Creation API. Pre-configure therapy group meetings, distribute participant join info.
3.6 Salesforce Health Cloud
• Feature: Flows & Email Message API. Automate contact segment filtering and personalized outreach.
3.7 HubSpot
• Feature: Workflow Automation. Trigger group session engagement sequences for tagged contacts.
3.8 Mailchimp
• Feature: Campaign API. Batch-invite segmented lists, track opens/responses.
3.9 Zendesk
• Feature: Ticket Automation. Generate support tickets for group therapy reminders/follow-up.
3.10 WhatsApp Business
• Feature: Cloud API. Send session notifications and confirmation prompts directly via WhatsApp.
3.11 Slack
• Feature: Incoming Webhooks. Notify care teams internally when sessions are scheduled.
3.12 Microsoft Teams
• Feature: Graph API for messaging/events. Share group invite directly into patient/caregiver accounts.
3.13 DocuSign
• Feature: eSignature API. Capture consent forms with each invitation.
3.14 Calendly
• Feature: Scheduled Events API. Auto-trigger group scheduling flows and linked reminders.
3.15 Clio Manage
• Feature: Communications API. Store invitation logs to therapy case records.
3.16 SimplePractice
• Feature: Client Communication API. Automated messaging based on session scheduling within practice management platform.
3.17 TheraNest
• Feature: Appointment Reminders. Auto-dispatch group therapy invites synced to therapist scheduling.
3.18 ActiveCampaign
• Feature: Automations. Set up triggers for email/SMS based on tag or custom field update.
3.19 Pipedrive
• Feature: Deal & Activity API. Link invitation events to participant pipelines.
3.20 Google Sheets
• Feature: Sheets API. Maintain session participant lists, trigger rows as invitation events.

Benefits

4.1 Reduces therapist/admin effort in managing group invites and follow-ups.
4.2 Increases likelihood of participant engagement and session attendance.
4.3 Maintains compliance via audit trails, consent capture, and privacy controls.
4.4 Enhances personalization and timely communication across preferred channels.
4.5 Enables scalable group therapy session management for ABA therapy providers.