Automated health check-up reminders

Purpose

1.1. To automate patient engagement by delivering timely, scheduled health check-up reminders to patients using multiple communication channels, maximizing check-up attendance and preventive care compliance.
1.2. Automates routine communication, reducing staff workload and improving operational efficiency for general practice clinics.
1.3. Enables customizable, recurring patient notifications based on patient history, upcoming appointments, and care plans.
1.4. Supports both initial and follow-up reminders, automating escalation if no confirmation or appointment is booked.

Trigger Conditions

2.1. Scheduled interval triggers (e.g., every 6 or 12 months since last check-up).
2.2. New patient registered or patient profile update.
2.3. Manual trigger by staff for ad hoc reminders.
2.4. Integration-trigger from EMR/EHR system (on flagged overdue patients).

Platform Variants

3.1. Twilio SMS
• Feature: Messaging API
• Setting: Configure outgoing SMS by linking patient phone number fields; use scheduling endpoint.
3.2. SendGrid
• Feature: Email API
• Setting: Automated campaign email with merge fields for patient names/dates, triggered by webhook or event.
3.3. Mailgun
• Feature: Bulk Email API
• Setting: Use scheduled send with recipient list from clinic database, automatedly personalizing content.
3.4. Slack
• Feature: Scheduled Messages via Incoming Webhooks
• Setting: Channel notifications for staff for manual follow-up reminders, automate via bot user.
3.5. Microsoft Teams
• Feature: Teams Bot Framework
• Setting: Automated notifications to staff group for patient callbacks.
3.6. WhatsApp Business API
• Feature: Message Templates
• Setting: Pre-approved check-up reminder messages, scheduled via API and patient phone fields.
3.7. Google Calendar
• Feature: Event Creation API
• Setting: Automatedly add check-up events to patient’s or staff calendar; email reminders enabled.
3.8. Zapier
• Feature: Multi-App Automator
• Setting: Workflow triggers on patient database change, automates email/SMS reminders.
3.9. HubSpot
• Feature: Workflow Automation
• Setting: Automate email reminders based on contact properties and patient lifecycle stages.
3.10. Salesforce Health Cloud
• Feature: Workflow Rules
• Setting: Automated case-based patient communication, reminder email/sms task generation.
3.11. ActiveCampaign
• Feature: Automated Campaigns
• Setting: Triggered messages based on custom contact field (next check-up date).
3.12. DrChrono
• Feature: Patient Reminder API
• Setting: Automate SMS/email reminders scheduled by patient’s last appointment date.
3.13. Kareo
• Feature: Patient Communications
• Setting: Configure automated reminders from appointment scheduling module.
3.14. SimpleTexting
• Feature: Scheduled Texts
• Setting: Bulk reminders, automating via CSV import or API integration.
3.15. Intercom
• Feature: Automated Messages
• Setting: Use event triggers to send reminders to patients through web and mobile.
3.16. VoIP.ms
• Feature: Automated Call API
• Setting: Place voice call reminders through programmable call flows.
3.17. Mailchimp
• Feature: Automated Email Series
• Setting: Create a customer journey with branching for check-up reminders.
3.18. AWS SNS
• Feature: SMS Publish
• Setting: Use scheduled Lambda to publish reminders.
3.19. Google Sheets
• Feature: Time-based Triggers via Apps Script
• Setting: Automate email reminders when a new row (patient due-date) added.
3.20. Facebook Messenger
• Feature: Send API
• Setting: Automated reminders to opted-in patients using persistent menu or chatbot trigger.

Benefits

4.1. Automates the workflow, decreasing manual communication, and ensuring patients consistently receive reminders.
4.2. Automated processes raise attendance rates and care adherence.
4.3. Automating escalations reduces forgotten appointments and follow-ups.
4.4. Automation frees staff, enabling more valuable patient interactions rather than routine reminders.
4.5. Multi-channel automators increase message reach and response likelihood.