Marketing & Patient EngagementPurpose
1.2 Automatedly alert referring physicians and clinics about referral status, appointment confirmations, and feedback loops.
1.3 Automating updates helps track referral progress and automates follow-ups, maximizing collaborative patient care.
1.4 Automation increases referral retention, loyalty, and strengthens the proctologist's network in the medical ecosystem.
Trigger Conditions
2.2 Patient appointment scheduled or attended.
2.3 Completion of initial consultation.
2.4 Prescription or treatment plan created for referred patient.
2.5 Automated change in referral status (accepted, rejected, completed).
Platform Variants
3.1 Twilio SMS
• Feature: Programmable Messaging API
• Sample config: Automate POST message to /Messages endpoint when a patient status changes in EMR.
3.2 SendGrid
• Feature: Automation Workflow
• Sample config: Automate email workflow to send updates when a patient referral is processed.
3.3 Outlook 365
• Feature: Automate Email Notifications via Graph API
• Sample config: Automate email to “referring-doctor@…” when referral status is updated.
3.4 Slack
• Feature: Incoming Webhooks
• Sample config: Automate message post to #referral-notifications when a new referral is created.
3.5 HubSpot
• Feature: Workflow Automation
• Sample config: Automate task creation and email whenever contact tagged as "Referral Partner" updates.
3.6 Salesforce Health Cloud
• Feature: Process Builder / Flow Automator
• Sample config: Automate partner notification with case/task creation on referral change.
3.7 Gmail
• Feature: Automated Triggered Emails
• Sample config: Automate sending customized notification using Apps Script upon form entry.
3.8 Zoho CRM
• Feature: Workflow Rules
• Sample config: Automate email/SMS when a new referral is added to CRM.
3.9 WhatsApp Business API
• Feature: Automated Messaging
• Sample config: Automate confirmation message to referring partner on successful referral.
3.10 Microsoft Teams
• Feature: Automated Channel Post via Connector
• Sample config: Automate post to “Referrals” channel alerting partners of status change.
3.11 Mailchimp
• Feature: Automation Campaign
• Sample config: Automate referral partner drip email on referral completion.
3.12 Asana
• Feature: Automated Task Generation
• Sample config: Automate task to notify partner liaison of new referral.
3.13 Monday.com
• Feature: Automate Updates via Integrations
• Sample config: Automated board updates triggering notifications to referral partners.
3.14 Google Sheets
• Feature: Automated Row Insertion Trigger
• Sample config: Automate script to send notification to referral partner email list on row add.
3.15 ActiveCampaign
• Feature: Automation Builder
• Sample config: Automate sending follow-up series to partners post-referral.
3.16 Pipedrive
• Feature: Workflow Automation
• Sample config: Automate notification to partner contact entry when referral moves to "Seen" stage.
3.17 Intercom
• Feature: Automated Messages
• Sample config: Automate partner notification via chat when patient referral received.
3.18 Zendesk
• Feature: Triggers
• Sample config: Automate ticket update and notification to referring doctor.
3.19 DocuSign
• Feature: Envelope Completion Automation
• Sample config: Automate notification on consent form completion for partners.
3.20 Google Calendar
• Feature: Automated Invite/Update
• Sample config: Automate meeting invite to partner upon referral-based appointment scheduling.
3.21 Freshworks CRM
• Feature: Workflow Automator
• Sample config: Automate email or SMS to referral partner upon new referral addition.
3.22 ClickSend
• Feature: Automated SMS/Email API
• Sample config: Automate transactional SMS to referral partner on referral events.
Benefits
4.2 Automated notifications increase partner satisfaction, automating engagement processes.
4.3 Automating referral status updates improves clinical collaboration and transparency.
4.4 Ensures regulatory compliance via standardized, automatedly documented communication.
4.5 Automation helps scale partner networks without added administrative workload.
4.6 Provides real-time, automated feedback loops, enhancing referral program performance.