Post-visit follow-up reminders

Purpose

1.1. Send timely, personalized follow-up reminders to pet owners after a veterinary visit.
1.2. Ensure continuity of care, confirm post-treatment compliance, and improve patient outcomes.
1.3. Automate communication across multiple channels: SMS, email, phone, and in-app notifications.
1.4. Collect feedback or prompt for online reviews after visits.
1.5. Provide medication or care instructions and facilitate rebooking if needed.

Trigger Conditions

2.1. Completion of appointment in practice management software.
2.2. Patient discharge or updated status as “Left Clinic.”
2.3. Prescribed medication or procedure requiring follow-up.
2.4. Manual tag or workflow step indicating follow-up needed.

Platform Variants

3.1. Twilio SMS
• Feature: Programmable Messaging
• Sample: Configure workflow to send SMS 24h post-appointment using API endpoint /Messages
3.2. SendGrid
• Feature: Transactional Email
• Sample: Use “Send Email” API to deliver post-visit reminder campaign
3.3. Mailgun
• Feature: API “messages” endpoint
• Sample: Auto-send follow-up template email to pet owner
3.4. Nexmo (Vonage)
• Feature: SMS API /v1/messages
• Sample: Schedule outbound SMS using appointment metadata
3.5. WhatsApp Business Cloud API
• Feature: Message Template
• Sample: Trigger post-visit WhatsApp message using pre-approved template
3.6. Slack
• Feature: Incoming Webhook
• Sample: Notify staff for call-based follow-ups via Slack channel
3.7. Microsoft Teams
• Feature: Adaptive Cards via Webhook
• Sample: Dispatch post-visit checklist to care team’s channel
3.8. HubSpot
• Feature: Automated Workflows
• Sample: Trigger email or SMS from contact timeline event
3.9. Salesforce
• Feature: Process Builder/Flow
• Sample: Fire post-visit engagement from object update
3.10. Zoho CRM
• Feature: Workflow Rules
• Sample: Auto-send template email on appointment closed status
3.11. ActiveCampaign
• Feature: Automation Triggers
• Sample: Enroll pet owner in follow-up sequence post-consult
3.12. Google Calendar
• Feature: Event Watch / Notifications API
• Sample: Monitor completed appointments, send confirmation
3.13. Outlook (Microsoft Graph)
• Feature: Mail.Send
• Sample: Dispatch follow-up reminders using email automation
3.14. Intercom
• Feature: Series Automation
• Sample: Engage pet owners with sequenced post-visit messages
3.15. Pusher Beams
• Feature: Push Notifications
• Sample: Notify patient mobile apps to prompt check-in
3.16. Aircall
• Feature: Call Scheduling API
• Sample: Auto-schedule outbound follow-up calls
3.17. Dialpad
• Feature: SMS API
• Sample: Send personalized follow-up texts via cloud telephony
3.18. Plivo
• Feature: Messaging API
• Sample: Queue and send SMS/voice reminders after discharges
3.19. Zendesk
• Feature: Trigger Automation
• Sample: Open a support ticket for each needed follow-up
3.20. Freshdesk
• Feature: Automations
• Sample: Assign follow-up task if procedure performed
3.21. Zapier
• Feature: Multi-app Automation
• Sample: Connect practice software to messaging services for reminders
3.22. Monday.com
• Feature: Automations
• Sample: Add board item for each required follow-up action
3.23. Asana
• Feature: Rules/Automation
• Sample: Create task for team based on discharge flow
3.24. Smartsheet
• Feature: Automated Alerts
• Sample: Trigger email/SMS when care row status changes
3.25. Jotform
• Feature: Autoresponder Emails
• Sample: Send informational follow-up using submitted patient data

Benefits

4.1. Ensures timely pet owner communication, supporting better care outcomes.
4.2. Reduces manual admin time and standardizes post-visit engagement workflow.
4.3. Improves client satisfaction, loyalty, and review generation.
4.4. Supports compliance with post-treatment protocols.
4.5. Identifies at-risk patients needing further care through automated tracking.