Automated outreach for annual exams or retesting needs

Purpose

1.1. Automate patient outreach for annual exam reminders or retesting needs, ensuring high compliance and proactive care management for allergist offices.
1.2. Reduce manual workload for staff by scheduling reminders via multiple channels aligned to patient preferences.
1.3. Centralize communication tracking and automate follow-ups when patients do not respond to initial outreach.
1.4. Support regulatory and payer requirements for patient engagement and care plan adherence.

Trigger Conditions

2.1. Patient record marked as due for annual exam/retest by clinic EHR or management system.
2.2. Custom date set by staff for test/exam follow-up during last visit.
2.3. Lack of activity in patient portal related to testing or exam for >11 months.
2.4. Specified time interval after last outreach, re-trigger for non-responders.

Platform Variants

3.1. Twilio SMS API
• Feature: Programmable Messaging
• Setting: Schedule SMS with patient's name & exam due date via `messages.create({body,to,from,schedule})`
3.2. SendGrid
• Feature: Transactional Email API
• Setting: Configure dynamic templates for annual reminder, triggered by API call to `mail/send`
3.3. Mailchimp
• Feature: Email Automation
• Setting: Auto-responder flow with segment for ‘annual exam due’ tagged patients
3.4. Slack
• Feature: Incoming Webhooks
• Setting: Configure channel alert for staff upon failed outreach, via `chat.postMessage`
3.5. Salesforce Health Cloud
• Feature: Process Builder
• Setting: Automated task and email on patient ‘annual exam due’ field update
3.6. HubSpot
• Feature: Workflows
• Setting: Automated email and optional SMS send using contact property filters
3.7. ActiveCampaign
• Feature: Automations
• Setting: Email/SMS automation with dynamic content via via `automation start` trigger
3.8. RingCentral
• Feature: SMS API
• Setting: Send personalized reminder via `/restapi/v1.0/account/~/extension/~/sms`
3.9. Google Calendar
• Feature: Event Creation API
• Setting: Create calendar invite for exam slot auto-sent to patient email
3.10. Microsoft Outlook
• Feature: Graph API Calendar
• Setting: Auto-schedule appointment invites via `/calendar/events` endpoint
3.11. Gmail
• Feature: Drafts/Send API
• Setting: Send automated outreach using batch send with templated HTML bodies
3.12. Zoho CRM
• Feature: Workflow Rules
• Setting: Trigger SMS/email campaign on custom field update
3.13. WhatsApp Business
• Feature: Cloud API
• Setting: Send templated messages using `/messages` endpoint for annual test reminders
3.14. Facebook Messenger
• Feature: Send API
• Setting: Deliver Messenger notification when exam is due, using `messages` endpoint
3.15. PagerDuty
• Feature: Incident Triggers
• Setting: Create staff alerts on failed delivery using `/incidents` API
3.16. Intercom
• Feature: Series/Outbound
• Setting: Automated in-app or email messages for overdue exams
3.17. PatientPop
• Feature: Communications Automation
• Setting: Auto-notify and follow-up patients using phone, SMS, and email
3.18. Cerner
• Feature: HealtheIntent Notifications
• Setting: Deploy care reminders via integrated notification workflow
3.19. Epic MyChart
• Feature: Appointment Reminder Config
• Setting: Automated MyChart message with link to schedule annual retest
3.20. Diabolocom
• Feature: Campaign Management API
• Setting: Multi-channel outreach campaign configured for allergy practice cohort

Benefits

4.1. Maximize patient compliance with exam and retesting schedules.
4.2. Free up staff time and reduce reminder-related workload.
4.3. Lower risk of missed diagnoses/missed revenue from overdue testing.
4.4. Provide audit trail for regulatory and payer compliance audits.
4.5. Support multi-channel outreach (SMS, email, phone, portal, social) for patient preference.