Patient portal enrollment prompts

Purpose

 1.1. Automate enrollment prompt delivery for allergy & immunology patient portal access, boosting engagement, compliance, and self-service uptake.
 1.2. Personalize messaging to guide patients through account creation, leveraging multi-channel outreach to maximize enrollment rates.
 1.3. Capture enrollment metrics and trigger follow-ups for non-responders, ensuring no patients are missed.
 1.4. Integrate with EHR/EMR to keep records updated and synchronize patient statuses.

Trigger Conditions

 2.1. New patient registration in clinic scheduling system (e.g., EHR, CRM, intake form submission).
 2.2. First-time or returning patient appointment scheduling where no portal account exists.
 2.3. Post-consultation without portal activation confirmation after 48 hours.
 2.4. Clinic-requested mass outreach to all non-enrolled patients.
 2.5. Periodic scheduled checks for non-enrolled statuses.

Platform Variants

 3.1. Twilio SMS
  • Feature/Setting: Use Messages API to auto-send SMS on trigger using patient’s mobile number; default opt-out logic.
  • Sample: Configure SMS template: “Hi [Name], enroll in your allergy care portal: [URL]. Reply STOP to unsubscribe.”
  • API: POST /Messages

 3.2. SendGrid Email
  • Feature/Setting: Use Transactional Templates; trigger via API call for individualized emails with magic enrollment links.
  • Sample: Template with personalized subject and call-to-action button.
  • API: POST v3/mail/send

 3.3. Salesforce Health Cloud
  • Feature/Setting: Process Builder automation to generate tasks and launch outbound email/SMS via integrated partner apps.
  • API: Process Builder + REST API /services/data/vXX.X/process

 3.4. HubSpot
  • Feature/Setting: Workflows to auto-enroll new contacts in “Portal Enrollment Sequence”; triggers email/SMS/call tasks.
  • API: Workflow automation + POST /contacts/v1/contact

 3.5. Mailchimp
  • Feature/Setting: Use Automation Journey with “List Entry” triggers; email sequence for portal enrollment.
  • API: POST /automations

 3.6. Microsoft Power Automate
  • Feature/Setting: Flows triggered on new record in SharePoint or Dynamics to send emails/SMS using approved connectors.
  • API: Flow Management + Email/SMS connectors

 3.7. Google Workspace (Gmail/Calendar)
  • Feature/Setting: App Script/Workspace Add-ons for auto-email send when new appointment is added in Google Calendar.
  • API: Apps Script GmailApp.sendEmail

 3.8. Mandrill (Mailchimp Transactional Email)
  • Feature/Setting: REST API for sending customized, trigger-based portal invites.
  • API: POST /messages/send

 3.9. Intercom
  • Feature/Setting: Automated in-app messages or outbound email series triggered from Intercom events.
  • API: POST /messages

 3.10. Slack
  • Feature/Setting: Internal notification to staff via Webhook when patients are overdue for portal activation.
  • API: POST /chat.postMessage

 3.11. Zoho CRM
  • Feature/Setting: Workflow Rule triggers triggered by new patient entry, auto-email/SMS invite via Zoho Campaigns/Twilio.
  • API: POST /crm/v2/Leads/actions

 3.12. DocuSign
  • Feature/Setting: Automated “agree to portal usage terms” with e-signature packet sent to un-enrolled patients.
  • API: POST /envelope

 3.13. ActiveCampaign
  • Feature/Setting: Automation Recipes based on tag (“Needs Portal Access”); email/SMS/WhatsApp campaign deploys.
  • API: POST /api/3/contacts/sync

 3.14. ClickSend
  • Feature/Setting: REST API to enable SMS prompts based on patient data feed (CSV/API webhook).
  • API: POST /v3/sms/send

 3.15. Zapier
  • Feature/Setting: Connection of EHR/CRM triggers to 750+ possible communication/logging integrations.
  • API: Webhook or direct app connector

 3.16. AWS SES
  • Feature/Setting: Automated, tracked outbound email through verified sender with delivery analytics.
  • API: SendEmail API v2

 3.17. Freshdesk
  • Feature/Setting: Ticket created automatically when portal invite bounces or patient fails to enroll after N attempts.
  • API: POST /api/v2/tickets

 3.18. WhatsApp Business API
  • Feature/Setting: Automated, templated outreach using pre-approved enrollment invites.
  • API: POST /v1/messages

 3.19. Cisco Webex
  • Feature/Setting: Bot sends invitations and reminders to patients using Webex Messaging API.
  • API: POST /v1/messages

 3.20. Pipedrive
  • Feature/Setting: Deal stage triggers email/SMS campaign for portal enrollment and tracks interaction.
  • API: POST /v1/deals/{id}/activities

Benefits

 4.1. Ensures every eligible patient receives prompt, personalized portal access invitations.
 4.2. Dramatically reduces manual follow-up and administrative tasks for staff.
 4.3. Accelerates onboarding, information delivery, and patient Q&A through self-service.
 4.4. Real-time enrollment analytics for precise outreach optimization.
 4.5. Consistent patient experience, secure data handling, and compliance with healthcare standards.