Patient Engagement & CommunicationPurpose
1.2. Maintain human connection with patients, contribute to retention, improve satisfaction scores, and distinguish the practice by consistent, timely outreach.
1.3. Ensure HIPAA-compliant handling by automating scheduling and sending of greetings based on patient records, without manual access to sensitive data.
Trigger Conditions
2.2. New record added indicating milestone achieved.
2.3. Pre-set schedule based on calendar or CRM field update.
2.4. User-defined recurrence or one-time messages from configured patient profiles.
Platform Variants
• Feature/Setting: Programmable Messaging API; configure webhook trigger for SMS/text on specific dates; sample: `POST /Messages` with patient phone and custom message.
3.2. SendGrid
• Feature/Setting: Dynamic Templates API; set to email patients with personalized greeting; sample: `POST /mail/send` using template ID and dynamic substitutions.
3.3. Mailchimp
• Feature/Setting: Automation workflows; trigger birthday/milestone email through date-based automation; sample: configure trigger in “Customer Journeys”.
3.4. ActiveCampaign
• Feature/Setting: Automation builder with “date field” trigger; sample: personalize greetings using patient contact fields.
3.5. HubSpot
• Feature/Setting: Workflows module; trigger emails based on custom date properties.
3.6. Salesforce
• Feature/Setting: Process Builder/Flow; configure auto-email/SMS using patient custom fields and trigger dates.
3.7. Google Calendar + Gmail
• Feature/Setting: Calendar event on patient birthday, trigger Apps Script to send personalized Gmail message.
3.8. Microsoft Outlook 365
• Feature/Setting: Power Automate flow; Outlook contacts with birthday field, trigger flow for greeting email/SMS via connected channel.
3.9. Zoho CRM
• Feature/Setting: Workflow Rules; birthday field in record triggers email or SMS via integrated connector.
3.10. Pipedrive
• Feature/Setting: Workflow Automation; set up activity on custom date field, auto-trigger email/SMS.
3.11. Klaviyo
• Feature/Setting: Flows creation using profile birthday or milestone property as trigger; personalized template dispatch.
3.12. WhatsApp Business API
• Feature/Setting: Template message trigger via API for patient numbers on event date.
3.13. Slack
• Feature/Setting: Incoming Webhook to send internal reminder/greeting to practitioner or group channel.
3.14. Telegram Bots
• Feature/Setting: Bot sends scheduled greeting to patient’s account using Telegram’s Bot API and scheduled task.
3.15. Facebook Messenger Platform
• Feature/Setting: Send API; label users with custom tags, trigger message dispatch on date match.
3.16. Viber API
• Feature/Setting: Public Account sends message to user on scheduled date via POST to send_message endpoint.
3.17. Intercom
• Feature/Setting: Series automation, trigger in-app/email messaging based on user profile date field.
3.18. Zendesk
• Feature/Setting: Macros/triggers; workflow on user date field for email/SMS greeting dispatch.
3.19. Shopify
• Feature/Setting: Customer profile tag with birthdate/milestone; trigger Shopify Flow to send email or SMS via third-party app.
3.20. Constant Contact
• Feature/Setting: Automated Email Campaign based on date tag in contact field.
3.21. Freshdesk
• Feature/Setting: Event-based automations, send greeting by workflow on date condition in contact profile.
3.22. Drip
• Feature/Setting: Workflow automation triggered by contact “custom field” (e.g., birthday or join anniversary).
Benefits
4.2. Increases patient satisfaction and retention through consistent, personalized communication.
4.3. Reduces risk of missed engagements, strengthening loyalty and referrals.
4.4. Supports compliance (where API/provider is certified), minimizes data-handling risks.
4.5. Scalability for solo to multi-site practices without changes in workflow load.