Patient Communication & EngagementPurpose
1.2. Automatedly nurture patient relationships by triggering referral requests based on completed appointments, milestone dates, or custom rules.
1.3. Automate tracking of invitations, responses, and reward eligibility for streamlined campaign management.
1.4. Automator manages multichannel outreach (SMS, email, WhatsApp, push notifications, direct mail) and scheduling for ongoing referral automation.
1.5. Automated system integrates with patient communication records for compliance and analytics.
Trigger Conditions
2.2. Patient satisfaction survey submitted with high score.
2.3. Custom event (e.g., patient N visits, one month after first visit, patient’s birthday).
2.4. Staff flagging a patient eligible for referral outreach.
2.5. Automatedly following a positive patient review submission.
Platform Variants
• Feature: Programmable Messaging; Setting: configure SMS or WhatsApp API to trigger automated invitational message on patient event.
3.2. SendGrid
• Feature: Email API; Setting: automates personalized email template delivery after appointment completion webhook.
3.3. Mailchimp
• Feature: Transactional Email; Setting: automate workflow to email referrals with merge patient details.
3.4. Slack
• Feature: Incoming Webhooks; Setting: automated notification to staff for manual follow-up if automation fails.
3.5. HubSpot
• Feature: Workflows API; Setting: trigger referral email via CRM workflow automator post-appointment.
3.6. Salesforce Health Cloud
• Feature: Flow Builder; Setting: automate the sending of referral invitations through patient journey steps.
3.7. ActiveCampaign
• Feature: Automations; Setting: automated email/SMS after tagging patient as “Referral Eligible.”
3.8. Zoho CRM
• Feature: Workflow Rules; Setting: automate task assignment and referral invitation generation based on patient status.
3.9. Medallia
• Feature: Triggered Surveys; Setting: automate follow-up message with referral CTA post-positive feedback.
3.10. Intercom
• Feature: Custom Bots; Setting: automate in-app messages with referral invites.
3.11. DrChrono
• Feature: Clinical Workflow Triggers; Setting: automates messaging patients when completed check-out recorded.
3.12. SurveyMonkey
• Feature: Webhooks; Setting: automated outreach when high survey score is recorded.
3.13. WhatsApp Business API
• Feature: Template Messaging; Setting: automate batch referral invitations using approved template.
3.14. Google Calendar
• Feature: Event Triggers; Setting: automate timed invitations based on appointment end time.
3.15. Zapier
• Feature: Multi-step Zaps; Setting: automate relational tasks and outreach across EHR and communication stacks.
3.16. Trello
• Feature: Automation Rules; Setting: create card for staff review for patients flagged for referral automation.
3.17. RingCentral
• Feature: SMS Automation; Setting: automate SMS invitations using patient contact lists.
3.18. Mailjet
• Feature: Event API; Setting: automate email series after set triggers.
3.19. Klaviyo
• Feature: Flow Automation; Setting: automated sequence for referral and follow-up.
3.20. PatientPop
• Feature: Patient Communications; Setting: automate in-platform referral requests after appointments.
3.21. Outlook (Microsoft Graph API)
• Feature: Event Notification; Setting: automate sending referral invitations through email after calendar triggers.
3.22. monday.com
• Feature: Automations; Setting: automate team notification and patient status updates for referral drives.
Benefits
4.2. Automation standardizes timing, messaging, and compliance for high-quality patient experience.
4.3. Automated tracking and analytics enable continual optimization of referral program results.
4.4. Automates follow-up to unlock recurring referral opportunities and automate reward delivery.
4.5. Automation reduces manual errors and ensures every eligible patient receives referral invitations automatedly.