Patient Intake & Appointment SchedulingPurpose
1.2. Dispatch real-time booking and confirmation notifications (SMS, email, voice, in-app) to patients and staff.
1.3. Prevent double-bookings and streamline provider schedules across all intake and follow-up stages.
1.4. Integrate patient records, intake forms, and visit history with booking data for care continuity and compliance.
1.5. Enable multi-provider, multi-location management of slots, waitlists, appointment amendments, and cancellations.
Trigger Conditions
2.2. Patient or staff requests, reschedules, or cancels via portal or contact center.
2.3. Confirmation or reminder notifications scheduled based on appointment date/time.
2.4. Clinic staff updates appointment or intake data, triggers workflow.
2.5. System detects a no-show, waitlist slot filled, or last-minute opening.
Platform variants
3.1. Google Calendar API
• Feature/Setting: Create Events; configure OAuth scopes, set appointment time, invite patient email.
3.2. Microsoft Outlook Calendar API
• Feature/Setting: v2.0 Calendar.Create; specify user mailbox, reservation timestamp, notifications enabled.
3.3. Calendly Webhooks
• Feature/Setting: on_event_scheduled, on_event_canceled; post event data to webhook for follow-up.
3.4. Acuity Scheduling API
• Feature/Setting: /appointments POST; map clinic calendar, enable SMS/email notifications.
3.5. Zocdoc Provider Portal
• Feature/Setting: Appointment slots API; sync provider availability & instant booking confirmations.
3.6. SimplePractice Scheduling
• Feature/Setting: Client Portal booking channels; automate reminder email/SMS dispatch.
3.7. Twilio SMS API
• Feature/Setting: Messages.create; set recipient to patient number, dynamic confirmation template.
3.8. SendGrid Email API
• Feature/Setting: mail/send endpoint; custom email subject/body with clinic branding and appointment details.
3.9. Nexmo (Vonage) Voice API
• Feature/Setting: Call Control Objects; trigger outbound voice call with TTS appointment details.
3.10. WhatsApp Business API
• Feature/Setting: Message Templates; dispatch secure reminder or confirmation to patient.
3.11. Slack Incoming Webhooks
• Feature/Setting: New booking alert in #intake-team channel for staff coordination.
3.12. Zoom API
• Feature/Setting: Create Meeting event for telehealth; auto-send video session link as confirmation.
3.13. Salesforce Health Cloud
• Feature/Setting: Case/Appointment creation; sync facility, provider, contact details.
3.14. Athenahealth API
• Feature/Setting: /appointments endpoint; push/pull to EHR for compliance, send patient confirmations.
3.15. DrChrono API
• Feature/Setting: AppointmentRequests.create; link to patient chart, trigger reminders.
3.16. Epic App Orchard API
• Feature/Setting: FHIR Appointment.Resource; book and update slots, sync to EHR.
3.17. Doxy.me API
• Feature/Setting: Schedule Session; portal link dispatch to patient upon confirmation.
3.18. Mailgun Email API
• Feature/Setting: messages.send endpoint; batch notifications for reminders, cancellations.
3.19. HubSpot CRM
• Feature/Setting: Meetings tool with API integration; auto-log new bookings as deals/contacts.
3.20. ActiveCampaign
• Feature/Setting: Automation triggers on new booking event; send sequence of confirmation/reminder emails.
3.21. Stripe
• Feature/Setting: Payment Intent on booking; auto-confirm paid appointments, email receipts.
3.22. Typeform Webhooks
• Feature/Setting: Form submission triggers new appointment and notification workflows.
Benefits
4.2. Boosts attendance with multi-channel reminders.
4.3. Enhances patient privacy with secure, branded communications.
4.4. Unified view of schedules and patient status for providers and staff.
4.5. Full integration with existing EHR and CRM platforms for legal compliance and care continuity.