Marketing & Patient Engagement**Purpose**
1.2. Reduce no-shows and late cancellations by ensuring patients receive accessible, multi-channel reminders.
1.3. Strengthen patient engagement, satisfaction, and clinic reputation through proactive outreach.
**Trigger Conditions**
2.2. Post-abortion care scheduled, with follow-up date set.
2.3. Annual or bi-annual screening date approaching (e.g., Pap smear).
2.4. Previously missed appointments flagged for re-engagement.
2.5. Time-based workflow: x days/hours before appointment.
**Platform Variants**
3.1. **Twilio**
- Feature: Programmable Messaging API (REST API / SMS).
- Sample: Configure SMS reminders using appointment date variables per patient.
3.2. **SendGrid**
- Feature: Email API (v3 Mail Send API).
- Sample: Configure transactional templates to send appointment reminders dynamically.
3.3. **Mailgun**
- Feature: Messages API.
- Sample: Auto-send email reminders triggered by EMR schedule.
3.4. **Plivo**
- Feature: SMS API (Send Message).
- Sample: Deliver reminders via SMS with patient name/date merge fields.
3.5. **Vonage**
- Feature: SMS API, Voice API (Text-to-Speech).
- Sample: SMS or call reminders, customizing voice message content.
3.6. **WhatsApp Business API**
- Feature: Send message endpoint.
- Sample: Automated WhatsApp message with clinic branding and appointment time.
3.7. **ActiveCampaign**
- Feature: Automation > Send Email.
- Sample: Trigger flow based on custom date field for checkup reminders.
3.8. **Constant Contact**
- Feature: Autoresponder Series.
- Sample: Scheduled emails based on patient sign-up date and next appointment.
3.9. **HubSpot**
- Feature: Workflows > Custom Date Property Triggers.
- Sample: Automated reminder workflow for upcoming patient appointments.
3.10. **Salesforce Health Cloud**
- Feature: Process Builder/Flow Builder.
- Sample: Automated messaging when "Next Visit Date" is within set range.
3.11. **Google Calendar API**
- Feature: Events.insert & Notifications.
- Sample: Create calendar events and configure email reminders for patients.
3.12. **Microsoft Outlook Graph API**
- Feature: Create Event > Reminder.
- Sample: Send Outlook event with customized reminder notification.
3.13. **Slack**
- Feature: Chat.postMessage (Web API).
- Sample: Internal reminders to staff for patient follow-up contacts.
3.14. **ClickSend**
- Feature: SMS API (Send SMS).
- Sample: Batch SMS reminders using clinic data export.
3.15. **Iterable**
- Feature: Triggered Campaigns.
- Sample: Set up cross-channel (SMS, email, mobile push) campaign for reminders.
3.16. **Zendesk**
- Feature: Sunshine Conversations, Auto-Replies.
- Sample: Automate patient message responses for check-up confirmations.
3.17. **Messenger API (Meta)**
- Feature: Send API.
- Sample: Facebook Messenger reminders for patients who opt in.
3.18. **Acuity Scheduling**
- Feature: Appointment Reminders.
- Sample: Configure patient notification timing and content.
3.19. **Doxy.me**
- Feature: Patient Reminders.
- Sample: Auto-send link and reminders for telehealth check-up sessions.
3.20. **EasyTexting**
- Feature: Scheduled Messaging.
- Sample: Create workflows targeting cohorts with specific upcoming care.
3.21. **Zoho CRM**
- Feature: Workflow Rules > Email/SMS Notification.
- Sample: Trigger notifications when "Next Visit" field is due.
**Benefits**
4.2. Significantly decreases missed appointments and loss-to-follow-up rates.
4.3. Frees staff from manual outreach, reducing costs and errors.
4.4. Delivers a better patient experience with tailored, channel-specific communication.
4.5. Ensures the clinic meets healthcare compliance and best practice standards for follow-up.