Communication & MarketingPurpose
1.2. Streamline communication with patients and referring physicians to expand the referral network.
1.3. Automating follow-up reminders, multi-channel outreach, record updates, and reporting for marketing efficacy.
1.4. Ensure consistent, regulation-compliant, and timely outreach with advanced analytics for referral trends.
Trigger Conditions
2.2. Status update in the Electronic Health Record (EHR) marking a visit as "successful" or "satisfied."
2.3. Scheduled time-triggered outreach (e.g., 24 hours after consultation).
2.4. Patient satisfaction survey submitted with a high rating.
2.5. Manual trigger from front-desk staff for selected cases.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Automated SMS referral request; Configure programmable messaging API with event-based webhook triggers.
3.2. SendGrid
• Feature/Setting: Automated email campaign; Setup transactional templates via the Send API for post-visit outreach messages.
3.3. HubSpot
• Feature/Setting: Automate workflow using "Contact Enrolled in Workflow" trigger, send referral request via marketing email API.
3.4. Salesforce Health Cloud
• Feature/Setting: Process Builder automation to trigger referral tasks using platform event flows.
3.5. Zapier
• Feature/Setting: Automate multi-app workflows; Use event hooks to trigger messaging via connected services.
3.6. Mailchimp
• Feature/Setting: Automated post-visit nurture sequence with referral CTA, configured via Campaign API.
3.7. Google Workspace (Gmail)
• Feature/Setting: Use Apps Script or Gmail API to automate sending personalized referral requests upon calendar meeting completion.
3.8. Slack
• Feature/Setting: Automated notifications to staff reminding to request referrals via Incoming Webhook API.
3.9. Facebook Messenger
• Feature/Setting: Automate Messenger outreach using Send API for referral request messages to patients.
3.10. WhatsApp Business API
• Feature/Setting: Automated post-consultation WhatsApp message with referral link; configure message templates for medical compliance.
3.11. ActiveCampaign
• Feature/Setting: Automated email & SMS referral series leveraging customer journey builder and automations API.
3.12. Intercom
• Feature/Setting: Automate in-app or email messages post-visit using Message API, with embedded referral CTAs.
3.13. DrChrono
• Feature/Setting: EHR-native automation triggers based on appointment status via DrChrono API.
3.14. Calendly
• Feature/Setting: Trigger referrals upon event completion using Webhooks and integrated messaging APIs.
3.15. DocuSign
• Feature/Setting: Automate referral form dispatch upon patient consent using Envelope Sent hooks and Templates API.
3.16. Typeform
• Feature/Setting: Automate post-visit surveys with referral request option; use Responses API to monitor positive NPS.
3.17. Google Sheets
• Feature/Setting: Scripted automations to fetch eligible contacts and initiate email/SMS referral flows via API.
3.18. Pipedrive
• Feature/Setting: Pipeline stage change triggers referrals via Workflow Automation API.
3.19. Microsoft Teams
• Feature/Setting: Automate internal referral reminders with webhook-triggered messages.
3.20. Zoom
• Feature/Setting: Post-meeting webhook triggers automated referral requests via integrated email APIs.
Benefits
4.2. Ensures regulatory and privacy-compliant communication with audit trails.
4.3. Reduces staff workload by automating reminders and message scheduling.
4.4. Accelerates referral conversions through timely, personalized messaging.
4.5. Centralizes analytics on referral trends, enabling data-driven marketing automation strategies.
4.6. Maintains brand consistency by automating templates and follow-ups.
4.7. Automatable escalation or second-touch if no response detected.
4.8. Automates record updates in CRM/EHR platforms.
4.9. Improves patient experience by automating considerate, relevant outreach.
4.10. Supports multichannel automation for maximal reach and engagement.