Automated personalized wellness tips based on patient modality

Purpose

1. Deliver highly tailored wellness tips to patients based on their specific alternative medicine modality (e.g., acupuncture, naturopathy, Ayurveda, chiropractic) and individual health profiles.

2. Drive ongoing engagement and adherence to holistic health recommendations, fostering proactive patient involvement and improved clinical outcomes.

3. Ensure automated, consistent, and scalable communication that adapts to a patient’s evolving needs and treatment history.

Trigger Conditions

1. Patient completes a new intake or check-in form specifying their modality or complaints.

2. Periodic check-in schedule detected (weekly, monthly, post-session).

3. Practitioner logs treatment update or progress note.

4. Patient requests tips via portal, SMS, or email.

5. Update in EHR/CRM reflecting new patient goals or modalities.

Platform Variants

1. Twilio SMS

• Setting: Automated outgoing messaging via REST API (/Messages) for personalized texts. Sample: Conditional webhook triggers on event update.
  

2. SendGrid

• Setting: Dynamic transactional templates with substitution tags via Send API. Sample: Tip template tied to patient modality merge field.
  

3. HubSpot CRM

• Setting: Workflow automation: enrollment trigger on property (modality) change. Sample: "If patient modality = Ayurveda, send wellness email."
  

4. Salesforce Health Cloud

• Setting: Process Builder/Flow automation: send outreach or schedule task when custom field (modality) updates.
  

5. ActiveCampaign

• Setting: Contact automation: segment-based email series initiated by tag (e.g., "Chiropractic").
  

6. Mailchimp

• Setting: Journey Builder; API-triggered emails using Mailchimp Transactional with merge fields for personalization.
  

7. Zapier

• Setting: Multi-step Zaps: new form completion triggers lookup to tips database, sends formatted email/SMS.
  

8. Google Cloud Functions

• Setting: HTTP trigger executes logic when EHR entry or webhook is received, generates and forwards tip content.
  

9. Microsoft Power Automate

• Setting: Scheduled cloud flow: triggers based on EHR/CRM value, automates email or Teams message.
  

10. Slack

• Setting: Incoming webhook to post a private or group channel message with wellness content.
  

11. Viber

• Setting: Public Account API, sendMessage with JSON body including wellness tip, filtered by modality.
  

12. WhatsApp Business API

• Setting: Use /messages endpoint, template-driven content personalized with patient attributes.
  

13. Intercom

• Setting: Automated message in Inbox triggers when a user is tagged with a modality.
  

14. Klaviyo

• Setting: Flow triggered by custom property (modality_selected), utilizes dynamic blocks for tip content.
  

15. DrChrono

• Setting: Health feed API integration: on update or patient appointment, trigger external tip delivery.
  

16. Calendly

• Setting: Webhook on meeting completion, send follow-up email/SMS tip based on event type.
  

17. Keap (Infusionsoft)

• Setting: Campaign builder starts automation queue on custom field (Patient Modality) update.
  

18. Jotform

• Setting: Post-submission webhook or email notification with modality-specific tip attachment.
  

19. Pipedrive

• Setting: Workflow automation, sends personalized tip email when deal/patient stage advances.
  

20. BambooHR

• Setting: Custom reminder/email delivered to employees using chosen wellness modality from profile.
  

Benefits

1. Maximizes relevance of patient engagement, improving retention and satisfaction.

2. Reduces manual outreach for practitioners, enabling focus on care delivery.

3. Promotes adaptable, evidence-driven patient education.

4. Provides audit trail and consistency for compliance.

5. Enhances practice reputation by delivering proactive, value-added service.