Contact segmentation based on health needs or program participation

Purpose

1.1. Automate contact segmentation for community health centres based on individual health profiles, chronic conditions, program enrollments, risk factors, demographic data, and engagement history.
1.2. Automated workflows targeted for healthcare compliance, faster outreach, consistent messaging, and tailored program invitations according to participation and health needs.
1.3. Automating the grouping of patients for disease management, immunization reminders, health education, follow-ups, and wellness campaigns based on real-time eligibility and participation data.

Trigger Conditions

2.1. New patient registration or profile update submitted via patient portal, EHR, or intake form.
2.2. Status change in program participation (enrollment, completion, dropout) within the healthcare CRM or EMR system.
2.3. Receipt of structured health data (e.g., lab results, diagnosis codes, care plans, risk assessments) triggering automated segmentation.
2.4. Patient engagement events, e.g., response to outreach, attendance at workshops, or appointment scheduling logs in the system.
2.5. API call or webhook from third-party apps reflecting external program or insurance eligibility status.

Platform Variants

3.1. Salesforce Health Cloud
• Feature: Process Builder or Flow to automate criteria-based list building; API: /services/data/vXX.X/sobjects/Contact
3.2. HubSpot CRM
• Feature: Lists tool; API: POST /contacts/v1/lists
3.3. Zoho CRM
• Feature: Workflow rules for contacts module; API: POST /crm/v2/Contacts
3.4. Epic Systems
• Feature: Healthy Planet module; Interface: App Orchard FHIR API for Patient Grouping (Patient/$everything)
3.5. Cerner
• Feature: HealtheIntent population health; API: FHIR R4 Group resource
3.6. Twilio
• Feature: Automated message segments via Twilio Notify; API: /v1/Bindings for audience creation
3.7. SendGrid
• Feature: Contact lists and dynamic segments; API: POST /marketing/contacts and /segments
3.8. Mailchimp
• Feature: Audience segmentation; API: POST /lists/{list_id}/segments
3.9. ActiveCampaign
• Feature: Lists and tags automation; API: POST /api/3/contacts
3.10. Intercom
• Feature: Smart segments; API: POST /contacts/segments
3.11. Keap (Infusionsoft)
• Feature: Automated tagging and segmentation; API: PUT /contacts/{contactId}
3.12. Microsoft Dynamics 365 CRM
• Feature: Advanced Find and Dynamic Marketing Lists; API: POST /api/data/v9.1/contacts
3.13. Google Sheets
• Feature: Automated updates using Apps Script; Function: onEdit(e) triggers segmentation scripts
3.14. Pipedrive
• Feature: Contact filters and groups; API: POST /v1/persons
3.15. Airtable
• Feature: Automated views and segments; API: PATCH /v0/{baseId}/{tableName}
3.16. Klaviyo
• Feature: Automated segments; API: POST /v1/lists
3.17. Drip
• Feature: Custom fields-based segmentation; API: POST /v2/subscribers
3.18. Constant Contact
• Feature: List management automation; API: POST /contacts
3.19. Healthie
• Feature: Tags and protocols; API: POST /clients
3.20. Athenahealth
• Feature: Patient cohort reports; API: /v1/patients
3.21. Smartsheet
• Feature: Automated workflows for contacts; API: POST /sheets/{sheetId}/rows
3.22. Qualtrics
• Feature: Contact embedded segments; API: POST /contacts
3.23. IBM Watson Health
• Feature: Cognitive cohort identification; API: /population-management/v1/groups

Benefits

4.1. Automates data-driven outreach and targeted messaging for high-risk or under-served community members.
4.2. Automated segmentation sharply increases engagement rates by ensuring program relevance and reducing message fatigue.
4.3. Automation eliminates manual sorting of contacts, reducing human error and accelerating eligibility assessments.
4.4. Real-time automating of segmentation supports adaptive care delivery and tracking of patient outcomes.
4.5. Automator logic enables repeatable, scalable, and auditable contact list management for regulatory and operational needs.
4.6. Automatable integration supports third-party partnerships and multi-platform workflows for comprehensive community health engagement.