Operational Efficiency & Internal AutomationPurpose
1.2. Automate outreach regarding patient status, appointment updates, and feedback post-consultation.
1.3. Minimize manual tracking, reduce missed communications, and support professional relationships with referring clinics.
1.4. Enable traceable, compliant communication records for auditing and quality initiatives.
Trigger Conditions
2.2. Patient appointment scheduled, rescheduled, or completed.
2.3. Time elapsed since referral or last contact exceeds set interval (e.g., 7 days).
2.4. Status update entered in practice management/EHR referencing referral source.
Platform Variants
• Feature: Messaging API
• Configure: API key, recipient provider phone, send SMS on referral update trigger.
3.2. SendGrid
• Feature: Email API
• Configure: Authenticate, template setup, auto-send follow-up email with referral details.
3.3. Slack
• Feature: Incoming Webhooks
• Configure: Provider-specific channels, webhook URL, post referral follow-up messages.
3.4. Microsoft Teams
• Feature: Incoming Webhook Connector
• Configure: Auto-post update to specific Teams channel when referral status changes.
3.5. Salesforce Health Cloud
• Feature: Workflows/Process Builder
• Configure: Trigger workflow on referral object update, send outbound message or task.
3.6. HubSpot
• Feature: Automated Workflows
• Configure: Workflow triggers on new referral property, enroll provider’s contact, auto-email.
3.7. Zoho CRM
• Feature: Workflow Rules/Email Alerts
• Configure: Trigger on referral record creation/update, auto-send follow-up email.
3.8. Google Workspace (Gmail, Sheets)
• Feature: Apps Script automation
• Configure: Script checks Google Sheet for new referrals, sends Gmail follow-up to provider.
3.9. Outlook 365
• Feature: Power Automate Flow
• Configure: Outlook triggers on referral folder, auto-sends follow-up message.
3.10. Mailgun
• Feature: Transactional Email API
• Configure: Send personalized email to provider on status update event.
3.11. Intercom
• Feature: Outbound Messages API
• Configure: Automated provider message based on referral tag.
3.12. Zendesk
• Feature: Triggers
• Configure: Ticket trigger for referral ticket, notify provider via email.
3.13. Epic EHR
• Feature: Referral Messaging / Interoperability Interface
• Configure: HL7 message or Epic Inbox auto-update sent to referring provider on patient progress.
3.14. Athenahealth
• Feature: Clinical Messaging API
• Configure: Message sent to referring provider when referral field is updated.
3.15. DrChrono
• Feature: Clinical Communication API
• Configure: Event trigger sends update message to provider contact information.
3.16. Freshdesk
• Feature: Automations
• Configure: Ticket automation sends email to external provider on referral category update.
3.17. Asana
• Feature: Rules/Automations
• Configure: New task auto-assigned as follow-up on referral project, notification sent via email.
3.18. Monday.com
• Feature: Automations
• Configure: Status change in referral item triggers email update to provider column address.
3.19. Webex
• Feature: Bots/Adaptive Cards
• Configure: Referral bot notifies provider in direct space upon follow-up trigger.
3.20. RingCentral
• Feature: SMS API
• Configure: API sends text message update to provider’s saved mobile.
3.21. Medent
• Feature: Referral Follow-Up Automation
• Configure: System auto-emails update to referring provider based on patient workflow step.
3.22. Google Calendar
• Feature: Event Notifications API
• Configure: New referral triggers auto calendar invite or email update to provider.
3.23. DocuSign
• Feature: Envelope Status Triggers
• Configure: Referral documents signed trigger workflow to send update to provider.
Benefits
4.2. Ensures consistent, timely communication to enhance provider relationships.
4.3. Improves referral closure rates and traceability for compliance.
4.4. Supports scalable operation with audit-ready, automated logs.
4.5. Minimizes communication errors and maximizes patient management transparency.