Patient & Appointment ManagementPurpose
1.2. Automate client communications (calls, emails, texts) before, during, and after telehealth visits.
1.3. Ensure seamless integration with hospital calendars, video conference tools, and patient management databases.
1.4. Reduce no-shows and missed appointments through multi-channel automated reminders.
1.5. Collect pre-visit patient data and payment through secure digital forms.
Trigger Conditions
2.2. Appointment modification or cancellation by staff or client.
2.3. Time-based triggers (e.g., 24 hours before, 1 hour before session).
2.4. Payment received or pending status updates.
2.5. Client submission of pre-consultation information.
Platform Variants
3.1. Twilio
• Feature/Setting: SMS/Voice reminder API — Configure automated outbound SMS and calls upon appointment events.
3.2. SendGrid
• Feature/Setting: Transactional email API — Set up automated templated emails for confirmations and reminders.
3.3. Google Calendar
• Feature/Setting: Create/Update event API — Auto-sync appointment slots and send invites.
3.4. Outlook Calendar
• Feature/Setting: Graph API event creation — Automate event placement for staff schedules.
3.5. Zoom
• Feature/Setting: Meeting scheduling API — Auto-generate telehealth session links and distribute securely.
3.6. Microsoft Teams
• Feature/Setting: Team meetings API — Schedule and share meeting links tied to patient appointments.
3.7. Slack
• Feature/Setting: Incoming webhooks — Push appointment alerts to staff channels.
3.8. Salesforce Health Cloud
• Feature/Setting: Workflow automation — Trigger reminders based on Health Cloud appointments.
3.9. Zoho CRM
• Feature/Setting: Calendar module APIs — Automate patient follow-up tasks and alerts.
3.10. HubSpot
• Feature/Setting: Workflow automations — Send multi-channel appointment reminders.
3.11. Calendly
• Feature/Setting: Webhook — Notify hospital system when client books/reschedules.
3.12. DocuSign
• Feature/Setting: eSignature request API — Pre-consult digital consent forms.
3.13. Stripe
• Feature/Setting: Payment Intent webhook — Trigger reminders when advance payment confirmed.
3.14. Acuity Scheduling
• Feature/Setting: Appointment webhook — Sync bookings with reminders.
3.15. PetDesk
• Feature/Setting: Reminders and messaging — Link patient management directly to client communications.
3.16. Vetter Software
• Feature/Setting: Appointment and communication API — Auto-generate reminders from PMS.
3.17. Vetspire
• Feature/Setting: Event system API — Automate SMS/email triggers for appointments.
3.18. iCal
• Feature/Setting: ICS feed/push — Sync appointments with client calendars.
3.19. WhatsApp Business API
• Feature/Setting: Template message API — Pre-approved reminders via WhatsApp.
3.20. Mailgun
• Feature/Setting: Email API — Send batch or transactional notification emails.
3.21. Google Forms
• Feature/Setting: Form submission triggers — Collect pre-consult info, trigger next steps.
3.22. Zapier
• Feature/Setting: Automate multi-platform event choreography for notifications and follow-ups.
Benefits
4.2. Decreases missed appointments through reliable, multi-channel reminders.
4.3. Improves client satisfaction with real-time, convenient communication.
4.4. Streamlines data and payment collection prior to telehealth sessions.
4.5. Frees staff for clinical duties by automating routine coordination tasks.
4.6. Ensures compliance by systematically managing consent and sensitive data.