Patient Engagement & CommunicationPurpose
1.2. Automate distribution of individualized advice after each appointment or based on allergy test results.
1.3. Ensure plans are shared securely via email/SMS for maximum reach and convenience.
1.4. Support continuous patient education with appropriate documentation, dosage details, avoidances, and reminders.
1.5. Reduce clinical workload by minimizing repetitive manual communication.
Trigger Conditions
2.2. Update of a patient’s allergy profile in the EHR.
2.3. Provider finalizes or updates an allergy treatment plan.
2.4. Scheduled follow-up milestones (e.g., quarterly care reviews).
2.5. Patient submits new symptom report or query via patient portal.
Platform Variants
• Feature: Messaging API — enables sending personalized SMS containing care plan links.
• Sample config: Set up Messaging Service, use API endpoint /Messages with dynamic message body.
3.2. SendGrid
• Feature: Mail Send API — dispatches detailed email care plans.
• Sample config: Invoke v3/mail/send with dynamic templates for patient data.
3.3. Mailgun
• Feature: Messages API — facilitates delivery of care plan attachments securely via email.
• Sample config: /messages endpoint with "to", "subject", and "attachment" fields.
3.4. Amazon SES
• Feature: SendEmail API — high-volume personalized care plan emails.
• Sample config: JSON payload with dynamic destination and DYNAMIC_CONTENT.
3.5. Nexmo/Vonage
• Feature: SMS API — notification of new care plan availability.
• Sample config: /sms/json endpoint with patient mobile and personalized text.
3.6. Plivo
• Feature: Message API — structured SMS with care summary.
• Sample config: POST to /Message with patient number and variable insert.
3.7. WhatsApp Business API
• Feature: Text message and media template — send care plans via WhatsApp.
• Sample config: POST to /messages with patient WhatsApp ID and template data.
3.8. Pipedrive
• Feature: Custom workflow automation — triggers alert for email/SMS dispatch post-appointment.
• Sample config: Workflow automation with webhook on “Deal stage changed.”
3.9. Salesforce Health Cloud
• Feature: Process Builder — launches communication workflow upon care plan update.
• Sample config: Flow with “Update Records” as a trigger, using messaging actions.
3.10. HubSpot
• Feature: Workflows — if patient profile updated, send personalized care plan through email.
• Sample config: Enroll patient in workflow, connect to transactional email action.
3.11. Microsoft Power Automate
• Feature: Scheduled flow — monitors EHR updates, triggers template email/SMS to patients.
• Sample config: “When a record is updated” > “Send an email/SMS notification.”
3.12. Google Cloud Functions
• Feature: HTTP trigger — initiates communication script on data update in Firestore.
• Sample config: Deploy function with HTTP endpoint, integrate with mail/SMS API.
3.13. Zapier
• Feature: Multi-step Zap — connects EHR updates with multiple messaging apps.
• Sample config: Trigger = updated row in data source, action = Send email/SMS.
3.14. DocuSign
• Feature: Envelope creation — deliver signed care instructions after remote consult.
• Sample config: API call for “Create Envelope” with patient email and doc.
3.15. ActiveCampaign
• Feature: Automation — segment patients and dispatch tailored follow-ups.
• Sample config: Entry trigger = tag added (“Allergy Plan”), action = Send email.
3.16. Klaviyo
• Feature: Flows — automate send of educational content as part of the plan.
• Sample config: New profile property triggers care plan flow.
3.17. Intercom
• Feature: Custom Bot — initiate chat/email follow-up after plan creation.
• Sample config: Event “Care plan ready” triggers outbound message.
3.18. Slack
• Feature: Workflow Builder — notifies staff when patient care plan is delivered for monitoring.
• Sample config: Trigger: HTTP webhook from app > Action: Channel message.
3.19. Airtable
• Feature: Automation Scripts — generates and emails/SMSs care plans from updated records.
• Sample config: Automations > When record updated > Send Email/SMS Action.
3.20. Zoho CRM
• Feature: Workflow Rules — personalized mail merge sent after patient status change.
• Sample config: Condition = status updated, action = email/SMS template delivery.
3.21. Freshdesk
• Feature: Ticket automation — triggers care plan send as ticket resolution action.
• Sample config: Scenario automation = ticket closed > email with care plan.
Benefits
4.2. High adherence to care protocols via timely reminders and documentation.
4.3. Streamlined clinic operations by offloading routine communications.
4.4. Enhanced patient satisfaction and brand reputation.
4.5. Scalable communication for growing practices without additional staff load.