Patient progress tracking and automated reminders

Purpose

1. Automate patient progress tracking and automated reminders for bonesetting practices to enhance patient adherence, automate follow-up scheduling, and ensure timely care.

2. Automate collection and logging of patient check-in data, automating symptom/progress questions, and automatically trigger reminders for next appointments, medication, or rehabilitation steps.

3. Automate alerting practitioners if a patient misses progress reports or shows concerning symptoms, and automatedly escalate cases to specialists if criteria are met.

Trigger Conditions

1. New patient intake or visit recorded in digital system.

2. Scheduled check-in date approaching or missed by patient.

3. Progress evaluation form submitted or not submitted.

4. Abnormal or flagged responses detected in progress surveys.

5. Custom event triggers (e.g., discharge planning, specialist referral required).

Platform Variants

1. Twilio SMS

- Feature/Setting: Automate sending SMS reminders; configure SMS API, set trigger on patient due date, message templates for confirmations and progress surveys.

2. SendGrid

- Feature/Setting: Automate email reminders; configure transactional email settings, API key, set triggers on key patient events (appointment, missed check-in).

3. Google Sheets

- Feature/Setting: Automate progress tracking; set Google Sheets API for automated data logging on form submission, schedule to trigger reminder workflows.

4. Salesforce Health Cloud

- Feature/Setting: Automate patient record management; trigger workflow rules, process builder, or Flow for reminders and escalation alerts.

5. Microsoft Power Automate

- Feature/Setting: Automate cross-platform reminders; configure template with Outlook, Teams, or SMS integrations, set recurrence and conditionals.

6. Slack

- Feature/Setting: Automate internal staff alerts; configure Slack API, send message to staff channel if patient overdue or requires attention.

7. WhatsApp Business API

- Feature/Setting: Automate reminders to patients; template message API, trigger on schedule, opt-in flow setup for appointment and progress reminders.

8. Zapier

- Feature/Setting: Automate between forms, CRMs, and communication tools; configure Zaps for intake–reminder–tracking chains.

9. Calendly

- Feature/Setting: Automate appointment setting reminders; use webhook/API to automate invites, confirmations, and follow-up reminders.

10. HubSpot

- Feature/Setting: Automate emails/SMS/push notifications using Workflows for patient engagement across the care timeline.

11. ActiveCampaign

- Feature/Setting: Automate progress email sequences and SMS based on engagement triggers configured in automated campaigns.

12. Mailchimp

- Feature/Setting: Automate scheduled emails, recurring surveys, and progress updates using automations builder and API triggers.

13. Zoho CRM

- Feature/Setting: Automate patient lifecycle management, workflows for reminders, check-in follow-up, escalate via Zoho Flow.

14. Jotform

- Feature/Setting: Automate progress data capture; webhook form submissions to trigger automated workflow and reminder emails.

15. DocuSign

- Feature/Setting: Automate digital progress forms and signatures; API triggers reminder to complete required documentation.

16. Airtable

- Feature/Setting: Automate centralized patient tracking, automate scripts and integrations for scheduled reminders.

17. Intercom

- Feature/Setting: Automate patient engagement via chat; workflow automation triggers based on visit or progress form status.

18. Monday.com

- Feature/Setting: Automate workflow status updates and reminders with automations based on column changes and calendar triggers.

19. Asana

- Feature/Setting: Automate task assignment for staff follow-up; use Rules and API for patient follow-up and alerts.

20. Pipedrive

- Feature/Setting: Automate automated patient communication pipeline; configure workflows and reminders via API.

21. Smartsheet

- Feature/Setting: Automate patient timelines, automate scheduled reminders and update requests from progress data.

22. Medesk (Healthcare-focused EHR)

- Feature/Setting: Automate patient reminders, automate integrations for surveys, follow-ups, and escalations.

Benefits

1. Automates patient engagement and recall management, increasing adherence to care plans.

2. Automates practitioner workload by reducing repetitive manual follow-ups and reminders.

3. Automates early detection of missed care or complications, triggering automated escalation.

4. Enhances patient satisfaction through timely, personalized, and automated communication.

5. Increases practice efficiency, enabling automatedly scalable bonesetting operations.