Online appointment scheduling and confirmation

Purpose

1.1. Automate appointment scheduling, patient confirmations, and reminders to streamline intake for addiction treatment centers.
1.2. Enable patients to self-book or reschedule assessments/therapy via digital channels without manual intervention.
1.3. Capture essential patient data on booking, triggering EHR intake workflows and resource allocation.
1.4. Minimize no-shows through scheduled confirmations and reminders via email, SMS, or phone calls.
1.5. Reduce administrative errors, ensure compliance with privacy standards, and accelerate care access.

Trigger Conditions

2.1. Patient submits scheduling request via website, app, phone, or referral source.
2.2. Update/confirmation action needed by staff or patient (email/SMS/phone).
2.3. Time-based triggers for reminders (24, 48, or 72 hours before appointment).
2.4. Cancellation, no-show, or rescheduling event detected in calendar/EHR.

Platform Variants

3.1. Google Calendar API
• Feature: Calendar.Events.insert for appointment creation, Calendar.Events.patch for rescheduling or cancellation detection.
• Configure service account credentials, enable Event notifications.

3.2. Microsoft Outlook Calendar (Office 365 Graph API)
• Feature: /me/events POST for new scheduling, PATCH for modifications; webhook subscriptions for changes.
• Register OAuth app, configure notification subscription.

3.3. Acuity Scheduling API
• Feature: POST /appointments, GET /availability, PATCH /appointments/{id}/reschedule.
• API Key setup, map intake fields to workflow triggers.

3.4. Calendly API
• Feature: POST /scheduled_events for bookings, webhook for event.canceled and event.rescheduled.
• Connect webhooks; configure redirect on booking complete.

3.5. Twilio Programmable SMS
• Feature: POST /Messages for SMS confirmation/reminders; TwiML for interactive SMS flows.
• Secure authentication, set up callback URLs for SMS responses.

3.6. RingCentral
• Feature: POST /restapi/v1.0/account/~/extension/~/sms for confirmations, /call-log for missed appointments.
• Configure API key and automatic call logging.

3.7. Doxy.me API
• Feature: POST /session for telehealth appointments, webhook for session reminders.
• OAuth integration, create patient link at confirmation.

3.8. Salesforce Health Cloud
• Feature: /services/data/vXX.X/sobjects/Event for scheduling, automation via Process Builder for reminders.
• Connect patient intake with actionable triggers.

3.9. SimplePractice
• Feature: POST /appointments, API-driven reminders, webhook for appointment events.
• Configure API key and set notification channels.

3.10. TherapyNotes
• Feature: ScheduleAppointment endpoint, automated reminders via integrated settings.
• Map patient fields to appointment and reminder templates.

3.11. DocuSign API
• Feature: POST /envelopes for secure intake forms triggered on booking.
• Template automation and patient e-signature request.

3.12. ActiveCampaign
• Feature: POST /api/3/contacts for patient intake, automations for appointment follow-up.
• Tie booking events to confirmation email sequences.

3.13. Intercom
• Feature: POST /conversations with appointment details, in-app reminders via Messages API.
• User attribute mapping for personalized reminders.

3.14. Slack Incoming Webhooks
• Feature: Send alerts to staff when patients self-schedule or cancel.
• Configure dedicated channel and webhook URL.

3.15. Zoom Meetings API
• Feature: POST /users/{userId}/meetings for telehealth links on booking.
• Sync with scheduling event and auto-email patient link.

3.16. HubSpot CRM
• Feature: Create Engagement (meeting) via CRM Engagements API, custom workflow for reminders.
• Connect form bookings to CRM contact and meeting.

3.17. Zapier Webhooks
• Feature: Instant trigger on scheduling or confirmation events for multipoint integration.
• Configure webhook listener and action mapping.

3.18. Jotform API
• Feature: POST /form/{formID}/submissions for custom patient intake forms, webhook for new entry.
• Redirect on successful submission to scheduling page.

3.19. SendGrid API
• Feature: POST /mail/send for email confirmations, dynamic scheduling content via templates.
• API Key setup for transactional notifications.

3.20. Mailgun
• Feature: /messages endpoint for confirmation and reminder delivery, scheduled send.
• Map appointment times to sending schedules.

3.21. Freshdesk
• Feature: Automate ticket creation on patient appointments or cancellations for customer service teams.
• Webhook for appointment status changes.

3.22. Monday.com
• Feature: Create/update item on appointment event for oversight and tracking.
• Set up automation to trigger on intake form completion.

Benefits

4.1. Accelerates patient access to addiction treatment by minimizing manual scheduling.
4.2. Lowers administrative burden through smart automations and digital confirmations.
4.3. Reduces no-show rates and boosts resource utilization with automated reminders.
4.4. Ensures compliance with healthcare privacy norms by automating secure data flow.
4.5. Improves patient experience via rapid self-scheduling, rescheduling, and confirmations.