Purpose
1.2. Automate pre-visit form completion, on-site arrival notifications, remote queuing, and secure patient flow updates.
1.3. Integrate patient data capture, real-time status updates, and communication across systems for a seamless operational workflow.
Trigger Conditions
2.2. Patient opens pre-visit check-in link or scans on-site QR code.
2.3. Patient sends arrival notification via mobile/app/web.
2.4. Staff marks room or provider availability in scheduling system.
Platform Variants
3.1. Twilio Programmable SMS
• Feature/Setting: Messaging API; configure webhook to send/receive check-in confirmations.
3.2. SendGrid Email API
• Feature/Setting: Transactional email; automate delivery of digital forms and appointment reminders.
3.3. Google Forms
• Feature/Setting: Pre-visit intake form, auto-send link on appointment scheduling trigger.
3.4. DocuSign eSignature
• Feature/Setting: Initiate e-consent forms; auto-send for remote completion/pre-visit compliance.
3.5. Calendly
• Feature/Setting: Booking confirmation + follow-up workflow; trigger check-in automation upon scheduled event.
3.6. Zapier Webhooks
• Feature/Setting: Relay trigger events between EHR, communication, and check-in modules.
3.7. Zoom Video SDK
• Feature/Setting: Instantly generate virtual waiting room; provide secure link in automated messages.
3.8. Slack Incoming Webhooks
• Feature/Setting: Notify staff of arrivals or patient status in real time.
3.9. Microsoft Power Automate
• Feature/Setting: Automate document routing, status updates, and cross-platform triggers.
3.10. Salesforce Health Cloud
• Feature/Setting: Integrate patient status tracking; configure workflow to update patient journey stages.
3.11. AirTable
• Feature/Setting: Centralize check-in logs and waiting status synced via API.
3.12. Trello API
• Feature/Setting: Display patient queue as visual board, update cards per status change.
3.13. Stripe Terminal
• Feature/Setting: Trigger contactless copay processing upon check-in completion.
3.14. Intercom
• Feature/Setting: Send chatbot check-in prompts; update patient on virtual queue in-app.
3.15. QR Code Generator API
• Feature/Setting: Dynamically create check-in QR codes for signage.
3.16. Typeform
• Feature/Setting: Customizable digital intake; configure webhook to notify staff on submit.
3.17. HubSpot Workflows
• Feature/Setting: Automate outbound messaging and collect patient feedback post-visit.
3.18. Cognito Forms
• Feature/Setting: Securely gather insurance info, health history during check-in sequence.
3.19. Apple Business Chat
• Feature/Setting: Enable iOS users to check-in or request queue update from native Messages.
3.20. Google Calendar API
• Feature/Setting: Auto-update event details to reflect check-in and expected entry time.
3.21. Asana API
• Feature/Setting: Assign staff tasks triggered by patient status changes in waiting room flow.
3.22. Okta Identity Cloud
• Feature/Setting: Secure access for patient portals and automate session status handling.
3.23. Freshdesk API
• Feature/Setting: Log patient communications, automate ticket creation for escalations.
Benefits
4.2. Reduces in-office crowding and patient exposure risk.
4.3. Accelerates throughput by synchronizing queue with staff and clinical room availability.
4.4. Improves accuracy and security of patient records and pre-visit consent.
4.5. Enables proactive communication, reducing patient anxiety and no-shows.
4.6. Increases staff productivity and operational transparency for management.