Communication & Follow-UpPurpose
1.2. Deliver personalized reminders regarding required documents, fasting, transport, pre-medication, and support person needs.
1.3. Ensure information is securely, promptly, and privately delivered in compliance with healthcare privacy regulations.
1.4. Document delivery status, timing, and patient acknowledgment for clinical records and legal audit trails.
Trigger Conditions
2.2. Manual staff workflow status change (e.g., "Ready for pre-visit notification").
2.3. Scheduled interval before appointment time (e.g., 24-72 hours prior).
2.4. Incoming referral or registration completion.
2.5. Patient-requested communication via online portal.
Platform Variants
3.1. Twilio SMS
• Feature: Programmable SMS API — Set up SMS message templates, automate sending based on patient phone and appointment date.
3.2. SendGrid
• Feature: Transactional Email API — Configure event-triggered email dispatches with HTML content for pre-visit instructions.
3.3. Mailgun
• Feature: Emails API — Schedule and send templated notifications with click-tracking for instructions acknowledgment.
3.4. Nexmo (Vonage)
• Feature: SMS API — Create automated SMS flows for appointment reminders and instruction delivery.
3.5. Slack
• Feature: Incoming Webhooks — Post internal channel notifications to alert staff about pre-visit patient contacts.
3.6. WhatsApp Business API
• Feature: Message Templates — Send consent-based pre-visit reminders and respond to patient queries.
3.7. Plivo
• Feature: Messaging API — Deliver text notifications with health compliance details.
3.8. HubSpot
• Feature: Workflows/Sequences — Deploy automated reminder emails or SMS from CRM contact triggers.
3.9. Salesforce Health Cloud
• Feature: Process Builder — Automate patient messaging tasks linked to appointment records.
3.10. Meditech
• Feature: Interface Toolkit (HL7 integration) — Schedule outbound notifications from EHR events.
3.11. Cerner
• Feature: FHIR Scheduling API — Integrate patient communications tied to appointment objects.
3.12. Epic
• Feature: MyChart APIs — Deliver app-based and email reminders with embedded instruction checklists.
3.13. Zoho CRM
• Feature: Workflow Automation — Send SMS or email alerts to contacts whenever an appointment is booked.
3.14. Google Calendar API
• Feature: Calendar Events — Auto-send reminder emails ahead of calendar entries labeled as "medical appointments".
3.15. Azure Communication Services
• Feature: SMS/Email — Configure event-driven secure communication with audit logging.
3.16. AWS SNS (Simple Notification Service)
• Feature: Messaging Topics — Publish SMS/email reminders from backend triggers.
3.17. Facebook Messenger Platform
• Feature: Send API — Use appointment keywords to trigger preparation message flows to subscribed patients.
3.18. Outlook 365
• Feature: Power Automate Flows — Create logic rules to send event-based appointment notifications via email.
3.19. Jotform
• Feature: Appointment Field Autoresponder — Trigger customized instruction emails after form submissions.
3.20. Intercom
• Feature: Inbox Automation — Automatically send instructional messages to users marked for upcoming visits.
3.21. Firebase Cloud Messaging
• Feature: Push Notifications — Deliver app-based timely reminders for pre-visit preparations.
Benefits
4.2. Minimizes staff burden through automated, scheduled patient communication.
4.3. Enhances patient confidence and readiness by providing clear, timely instructions.
4.4. Enables compliance documentation and repeatable, standardized process.
4.5. Improves privacy, reduces manual error, and supports legal/medical auditability.