Referral request automation to existing patients and partners

Purpose

1.1. To automate referral request communications to existing endodontic patients and dental partners, maximizing inbound referrals and streamlining marketing communications.
1.2. Automatedly engage satisfied patients post-treatment and professional partners through timed, personalized outreach.
1.3. Automate reminders, track responses, and route data into CRM or analytics platforms for measurement.
1.4. Automator reduces manual intervention, ensuring consistent follow-up and broadening referral sources.
1.5. Enable segmentation-based campaigns by automating message logic (e.g., surgery type, referring partner).

Trigger Conditions

2.1. Patient discharge or successful post-operative outcome triggers automated referral request flow.
2.2. Completion of treatment registered in EHR automates partner outreach.
2.3. Scheduled periodic partner updates automatedly trigger bulk referral requests.
2.4. Manual flag in CRM automates a tailored communication sequence for high-value contacts.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate programmable SMS drips via Messaging API; sample — POST /Messages for patient referrals.
3.2. SendGrid
• Feature/Setting: Automated email templates; trigger with Marketing Campaigns API; sample — v3/mail/send endpoint.
3.3. Google Sheets
• Feature/Setting: Automate reading discharge lists for workflow triggers; trigger on row addition with Apps Script.
3.4. Salesforce
• Feature/Setting: Workflows to automatically email/notify patients; configure Process Builder or Flow Automation.
3.5. HubSpot
• Feature/Setting: Automated marketing workflows for referral requests; use Workflow automation tool to track, send, and score.
3.6. ActiveCampaign
• Feature/Setting: Automates patient/partner segmentation and referral request messages via Automations builder.
3.7. Pipedrive
• Feature/Setting: Workflow automation to send reminders or emails to partners based on deal stage.
3.8. Outlook/Office 365
• Feature/Setting: Automate referral requests using Power Automate connectors; trigger Outlook send mail action.
3.9. Zoho CRM
• Feature/Setting: Blueprint/Workflow Rules to automate referral request upon completing treatment stage.
3.10. Mailchimp
• Feature/Setting: Automate targeted campaign send-outs to tagged patient/partner segments post-treatment.
3.11. WhatsApp Business API
• Feature/Setting: Automate referral request broadcast via messaging templates to opted-in patients/partners.
3.12. Slack
• Feature/Setting: Automated reminders/notifications in partner channel using Incoming Webhooks API.
3.13. Calendly
• Feature/Setting: Automate referral follow-up reminders post-scheduling of follow-up appointments.
3.14. Intercom
• Feature/Setting: Automate in-app messages requesting referrals after case closure; set up series/workflows.
3.15. Klaviyo
• Feature/Setting: Automates dynamic referral request flows based on event triggers (e.g., discharge) with Flows feature.
3.16. Drip
• Feature/Setting: Automate referral request campaigns post-service, using Rules and Workflow automation.
3.17. Keap (Infusionsoft)
• Feature/Setting: Campaign Builder to automate emails/ISMS to existing contacts tagged with ‘completed case.’
3.18. Google Forms
• Feature/Setting: Automate survey-based referral request links in auto-sent patient communication.
3.19. Webhooks (generic)
• Feature/Setting: Automatedly trigger referral requests in custom stacks via incoming webhooks.
3.20. Airtable
• Feature/Setting: Automate record-based triggers for referral communications using Automations feature.
3.21. Constant Contact
• Feature/Setting: Automatedly send periodic email referral requests; configure based on event triggers.
3.22. Freshdesk
• Feature/Setting: Automate referral requests post ticket/case resolved using Workflow Automator settings.

Benefits

4.1. Automatedly increases inbound referral rates from both patients and partners, reducing manual workload.
4.2. Automator ensures consistent and timely outreach for higher conversion.
4.3. Automation eliminates follow-up gaps, improving patient satisfaction and partner loyalty.
4.4. Automatable tracking and analytics of referral campaign performance for data-driven improvements.
4.5. Automating multichannel outreach ensures maximum engagement and coverage across all personas.