Follow-up & AftercarePurpose
1.2. Ensures each patient receives customized post-treatment care guidelines promptly via their preferred communication channel.
1.3. Automating this process reduces manual administrative tasks, streamlines follow-ups, and increases patient satisfaction and compliance.
Trigger Conditions
2.2. Manually triggered by clinician upon saving aftercare details in EHR or CRM.
2.3. Automator recognizes “treatment done” status, discharge notes, or patient check-out events.
2.4. Automated trigger via patient record update with follow-up time and contact details.
Platform Variants
• Feature/Setting: Configure Twilio programmable SMS API with dynamic merge fields for personalizing instructions; enable webhook for automation trigger.
3.2. SendGrid
• Feature/Setting: Set up SendGrid transactional templates API; use dynamic template data; automate email dispatch on trigger.
3.3. Mailgun
• Feature/Setting: Utilize Mailgun Messages API, leverage recipient variables for automated personalized aftercare messages.
3.4. Amazon SES
• Feature/Setting: Configure SES send-templated-email endpoint; utilize JSON for merging patient info in automation workflow.
3.5. Salesforce Health Cloud
• Feature/Setting: Automate using Process Builder + Messaging API to send aftercare instructions via email or SMS.
3.6. Microsoft Power Automate
• Feature/Setting: Set up flow to connect EHR, extract patient discharge details, and automate instruction email/SMS via connectors.
3.7. Google Cloud Functions
• Feature/Setting: Deploy function triggered by Firestore update to automate personalized email/SMS send via third-party APIs.
3.8. Zapier
• Feature/Setting: Automate action to send email/SMS when Google Sheet or EHR is updated with patient aftercare data.
3.9. Slack
• Feature/Setting: Use incoming webhooks or Slack API to automate aftercare message posting to patient or caregiver channels.
3.10. HubSpot
• Feature/Setting: Automate with workflow that sends personalized follow-up emails/SMS using CRM workflow action.
3.11. Intercom
• Feature/Setting: Automate via Intercom messages API to send post-treatment messages triggered by tag or event.
3.12. ActiveCampaign
• Feature/Setting: Automate aftercare delivery via automation triggered by tag or field update, using personalized email or SMS templates.
3.13. DrChrono
• Feature/Setting: Configure webhook or trigger in DrChrono’s API to automate delivery of custom instructions post-appointment.
3.14. OneSignal
• Feature/Setting: Use OneSignal API to automate sending mobile push notifications with aftercare instructions.
3.15. Viber
• Feature/Setting: Automate personalized Viber messages via Viber REST API on patient check-out event.
3.16. WhatsApp Business API
• Feature/Setting: Configure automated message with personalized aftercare instructions triggered by API webhook.
3.17. Facebook Messenger
• Feature/Setting: Set up automation with Messenger Send API for custom aftercare messages delivered post-treatment.
3.18. Healthie
• Feature/Setting: Automate with Healthie’s workflow automation and messaging capabilities for aftercare distribution.
3.19. SimplePractice
• Feature/Setting: Set up automated reminders and messages triggered by appointment status in SimplePractice API.
3.20. ClickSend
• Feature/Setting: Automate sending of SMS/emails with ClickSend API upon record update for patient discharge.
Benefits
4.2. Automated aftercare delivery increases patient engagement and care compliance.
4.3. Automating ensures standardized, documented distribution of instructions reducing errors.
4.4. Improves operational efficiency and reliability of follow-up care with automation.
4.5. Enables seamless multi-channel delivery of personalized aftercare instructions.
4.6. Tracks delivery and read status of automated messages for better follow-up analytics.
4.7. Automation supports rapid scaling during high-emergency periods.
4.8. Strengthens patient trust via consistent, prompt, and personalized post-emergency care.