Automated follow-up messages post-consultation

Purpose

1. Automate delivering follow-up messages to patients post-consultation to confirm understanding, provide resources, collect feedback, and support ongoing care compliance.

2. Automation ensures consistent engagement, enables automating health education delivery, solicits automated feedback, and reminds patients about medication or further appointments.

3. Automates documentation of follow-up communications, reducing manual administrative tasks and enhancing patient retention through reliable automated outreach.

4. Automating knowledge handover improves patient satisfaction, mitigates risks of missed instructions, and ensures automatable evidence of compliance and quality standards.

Trigger Conditions

1. Automated trigger upon a consultation completion event in EHR or appointment scheduling system.

2. Triggered via APIs when practitioner marks consultation as "completed" or patient appointment status is updated.

3. Scheduler-based triggers for automating time-delayed sequences (e.g., 24/48 hours after consult).

4. Automatedly triggered by survey completion or patient discharge.

Platform Variants

1. Twilio SMS

• Feature/Setting: Use Messages API; set webhook trigger on consult completion; automate templated SMS delivery to patient numbers.
  
• Sample config: Automator connects EHR webhook→Twilio Messages API→dynamic SMS body.
  

2. SendGrid

• Feature/Setting: Use Dynamic Templates + Mail Send API; automate personalized follow-up email campaigns post-consultation.
  
• Sample config: AutomateDFY connects EHR trigger→SendGrid mail/send endpoint.
  

3. WhatsApp Business API

• Feature/Setting: Automate template message sending post-event; use standardized health follow-up templates.
  
• Sample config: Automator receives trigger→WhatsApp API (Send Message).
  

4. HubSpot

• Feature/Setting: Use Workflows automation + Email/Message modules; trigger follow-up sequences upon contact update or custom property change.
  
• Sample config: Contact property “Last Visit Status” triggers automated email.
  

5. Salesforce Health Cloud

• Feature/Setting: Automate Process Builder/Flow Builder for post-consultation tasks; automate follow-up record and messaging.
  
• Sample config: Consultation status = Complete triggers automated outbound comm.
  

6. Mailchimp

• Feature/Setting: Automate journeys with post-consultation tag trigger; automate email follow-ups using segment automation.
  
• Sample config: Tag added → Journey triggers automated campaign.
  

7. Constant Contact

• Feature/Setting: Use Event Marketing + Email Automation; automatedly trigger customized follow-up based on appointment type.
  
• Sample config: Automator receives event webhook→Constant Contact automation email.
  

8. Google Workspace (Gmail & Calendar)

• Feature/Setting: Automate Gmail API; trigger follow-up emails using Apps Script on calendar event status.
  
• Sample config: Calendar event completed→automate Apps Script→Gmail API send.
  

9. Microsoft Power Automate

• Feature/Setting: Use EHR connectors + Outlook/Teams; automates emails or chat messages based on workflow triggers.
  
• Sample config: Power Automate flow — appointment complete→automated email.
  

10. Slack

• Feature/Setting: Automate message posting in patient-care channels or DM; use Incoming Webhooks for automated reminders or education.
  
• Sample config: Completed appointment triggers automated DM via Webhook URL.
  

11. Facebook Messenger for Business

• Feature/Setting: Messenger API—automate health education or appointment reminders post-consultation.
  
• Sample config: Automator POST to messages endpoint after consult event.
  

12. Intercom

• Feature/Setting: Automate outbound messaging via Message Automation or Campaigns post-consult; trigger based on tag or workflow change.
  
• Sample config: “Consult Done” tag → automated Intercom drip.
  

13. Zendesk

• Feature/Setting: Automate follow-up tickets or automated satisfaction surveys via Zendesk Automations.
  
• Sample config: Ticket status “Consulted” triggers automated survey ticket.
  

14. ActiveCampaign

• Feature/Setting: Use automations + contact tags; follow-up sequences triggered on consultation status update.
  
• Sample config: “Seen” tag → automated multi-step email sequence.
  

15. Zoho CRM + Zoho Campaigns

• Feature/Setting: Blueprint automation in CRM; synchronize to Campaigns for automated emails.
  
• Sample config: CRM workflow → Campaign Automation for follow-up.
  

16. DrChrono

• Feature/Setting: Automate follow-up scheduling and patient communication using API and Health Cloud Scripts.
  
• Sample config: Appointment finished triggers automator to send message via DrChrono Communication API.
  

17. Epic Systems (MyChart)

• Feature/Setting: Use Epic APIs (Patient Messaging endpoints) for automated education and reminders.
  
• Sample config: Post-consult event → Automated MyChart message via API.
  

18. Kareo

• Feature/Setting: Kareo API or Patient Engagement tools for automating text/email follow-ups.
  
• Sample config: Consult completion triggers automated Kareo Message send.
  

19. Google Chat

• Feature/Setting: Automate alerts or message reminders via Google Chat Webhook or API when appointments complete.
  
• Sample config: EHR → Automator → Chat Webhook → automated message in group.
  

20. ClickSend

• Feature/Setting: Automate SMS/Email with ClickSend API; webhook from EHR automates follow-up message send.
  
• Sample config: Appointment completion→ClickSend SMS API.
  

Benefits

1. Automates repetitive patient engagement tasks and ensures no patient is missed.

2. Automatable data collection for post-consult quality improvement and compliance.

3. Enhanced patient satisfaction via reliable, timely, automated communications.

4. Reduces manual work, enabling staff to focus on higher-value care instead of routine follow-ups.

5. Automation provides audit trails of patient communication for accreditation and risk management.