Purpose
1.2. Reduce manual coordination and minimize risk of missed appointments due to lack of access.
1.3. Ensure HIPAA-compliant linkage, integrate with calendars and EHRs, support client reminders, channel flexibility (SMS, email, WhatsApp, etc.).
1.4. Provide confirmation tracking and failover communication options for unresponsive contacts.
Trigger Conditions
2.2. Staff updates existing session to telehealth format.
2.3. Session reminder window approaches (customizable: e.g., 1-48 hours before scheduled start).
2.4. Manual override by therapist or admin to resend link.
2.5. Appointment status changes from tentative to confirmed.
Platform Variants
• Feature: Messaging API — Configure to send SMS containing session link from therapist to client; set webhook to trigger on session creation or time interval.
3.2. SendGrid
• Feature: Mail Send endpoint — Use dynamic templates to email session links; personalized fields for recipient and date/time.
3.3. Outlook Calendar (Microsoft Graph)
• API: event.create — Detect new telehealth session events and use attendee email for link dispatch logic.
3.4. Google Calendar API
• Feature: Watch Events — Real-time listener for new/updated telehealth appointments, extracting meeting URL and participant.
3.5. Zoom
• API: Meeting Registration/Invitations — Auto-generate session links; map to participant emails and send via preferred channels.
3.6. Doxy.me
• API: Session Start Notification — Poll endpoint for new sessions, retrieve unique room link to be distributed securely.
3.7. Stripe
• API: Payment Intent → Confirmation email/Message — Only distribute link post-successful payment (if used for session billing).
3.8. Slack
• Feature: Incoming Webhooks — Option for internal therapist notifications or for client Slack channel announcements.
3.9. WhatsApp Business API
• Feature: Send Message — Deliver session link in WhatsApp message to client's registered number.
3.10. Mailgun
• Feature: Messages API — Bulk or transactional email to distribute unique session links, customizable per template.
3.11. HubSpot
• API: Deals/Workflows — Trigger email or SMS link distribution when session reaches certain pipeline stage.
3.12. Salesforce Health Cloud
• API: Workflow/Process Builder — Auto launch secure message or task to send session link on appointment creation/update.
3.13. Calendly
• Feature: Webhooks — Listen for new bookings and distribute the telehealth link via chosen email/SMS service.
3.14. VSee Clinic
• API: Appointment Notification Webhook — Retrieve room URL and automate delivery through integrated communication channel.
3.15. RingCentral
• Feature: Messaging API — Send SMS or in-app notification with session details/telehealth link.
3.16. ActiveCampaign
• Feature: Automations — Trigger email or SMS telehealth link based on contact tag or event entry.
3.17. ClickSend
• Feature: SMS/Email APIs — Dispatch session links to mobile or email contacts; schedule follow-up reminders.
3.18. Intercom
• Feature: Outbound Messages — Send in-app message or email to client with their session link.
3.19. Monday.com
• API: Automations — New telehealth assignment triggers update with session URL sent via integrated comms app.
3.20. Zendesk
• API: Triggers — On appointment-related ticket creation, distribute meeting URL via chosen method.
3.21. Redox
• API: Scheduling or Patient Admin — Map EHR event to message dispatch workflow delivering secure URL.
Benefits
4.2. Enhances client experience with timely, unified notifications.
4.3. Offers auditability for compliance and confirmation tracking.
4.4. Supports multi-channel communication preferences for higher engagement and attendance.
4.5. Frees staff from repetitive communication, allowing greater focus on therapeutic impact.