Patient Intake & SchedulingPurpose
1.2. Automatedly update schedules, send confirmation/cancellation notices, manage availability, and minimize logistic friction for patients and staff.
1.3. Ensures compliance with healthcare regulations and optimizes medical resource allocation.
Trigger Conditions
2.2. SMS/email/call requesting appointment change is received.
2.3. Staff modifies an appointment in the EMR/EHR.
2.4. Automated reminders go unanswered or receive negative confirmations.
2.5. Integration with billing or insurance causing appointment hold.
Platform Variants
• Feature/Setting: "Webhook" for inbound SMS triggers automated workflows; configure SMS notification sender via Messaging Service SID.
3.2. SendGrid
• Feature/Setting: "Transactional Templates" & "Mail Send API" to automate rescheduling/cancellation emails; set dynamic template data fields.
3.3. Outlook Calendar (Microsoft Graph API)
• Feature/Setting: "Event Operations (PATCH/DELETE)" automate changes to calendar events; configure delegated permission scopes.
3.4. Google Calendar
• Feature/Setting: "Events API" for automated event cancellation, update, and push notifications; set watch channels.
3.5. Calendly
• Feature/Setting: "Webhook Subscriptions" for booking updates; configure to trigger cancellation/reschedule automations.
3.6. Salesforce Health Cloud
• Feature/Setting: "Apex Triggers" for Appointment object; configure to invoke flow upon change.
3.7. Meditech
• Feature/Setting: "API Endpoints" for scheduling module; automate appointment change requests.
3.8. Athenahealth
• Feature/Setting: "Appointment API" automates rescheduling/cancellation through POST/PUT/DELETE; configure webhooks for status change.
3.9. Epic
• Feature/Setting: "FHIR Scheduling API" to automate patient scheduling amendments; establish secure credentials.
3.10. DrChrono
• Feature/Setting: "Appointment API" automates status updates; configure with App Key and Secret.
3.11. Zapier
• Feature/Setting: "Zap" automation with webhooks incorporating booking app and communication tool.
3.12. HubSpot
• Feature/Setting: "Workflows" automates notification emails and pipeline tasks; set triggers on appointment change.
3.13. ActiveCampaign
• Feature/Setting: "Automations" utilize appointment tags as triggers; configure message content for rescheduling.
3.14. Mailgun
• Feature/Setting: "Send Email API" automates transactional messages tied to appointment activity.
3.15. Google Forms
• Feature/Setting: "Form Submission Triggers" automate workflow action upon patient request for change.
3.16. Acuity Scheduling
• Feature/Setting: "Webhooks & API" automate calendar adjustment and notifications; configure endpoint and payload.
3.17. Slack
• Feature/Setting: "Incoming Webhooks" automate team notifications on appointment status updates.
3.18. Monday.com
• Feature/Setting: "Automations" on Board items for appointment workflows; configure conditional triggers.
3.19. Stripe
• Feature/Setting: "Webhook Events" for invoice or payment-linked appointment updates; automates refund/cancellation responses.
3.20. Zoho CRM
• Feature/Setting: "Workflow Rules" automate email/SMS and task assignments on appointment data changes.
3.21. WhatsApp Business API
• Feature/Setting: "Webhook for inbound messages" automates cancellation/rescheduling from chat.
3.22. Freshdesk
• Feature/Setting: "Automations" on ticket updates; automate notification/contact changes on appointment tickets.
Benefits
4.2. Automatically synchronizes data across platforms, eliminating manual errors.
4.3. Automates compliance tracking and documentation.
4.4. Provides automated real-time insight into schedule availability.
4.5. Facilitates staff focus on patient care through automation of administrative burdens.
4.6. Enables scalable, customizable automation for clinic business processes.