Patient Lead Management & IntakePurpose
1.2. Eliminates manual follow-up by staff while automating and systematizing patient engagement and reducing patient wait time.
1.3. Enforces professional communication standards by automating confirmatory notices about consultations, inquiries, or appointment bookings.
1.4. Increases conversion rate by providing rapid, automated confirmation, fostering patient trust and engagement.
1.5. Seamlessly automates integration with CRM, web forms, and lead capture sources to facilitate automated patient intake workflow management.
Trigger Conditions
2.2. Automatedly initiate when contact data is added to a lead CRM or intake management platform.
2.3. Automated workflow upon receipt of a qualifying email or automated forwarding of inquiries from call centers.
2.4. Automated trigger from telemedicine chatbot or auto-reply rule in clinic’s mailbox.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Automate SMS delivery using Twilio Programmable Messaging API; configure Webhook for new lead trigger.
3.2. SendGrid
• Feature/Setting: Automate transactional email via SendGrid v3 Mail Send endpoint; set up API key and dynamic templates.
3.3. Mailgun
• Feature/Setting: Automate confirmation email using Mailgun Send Message API; use automated event webhook for triggers.
3.4. Nexmo (Vonage)
• Feature/Setting: Automated SMS confirmation using Nexmo SMS API; automate callback for delivery reports.
3.5. Plivo
• Feature/Setting: Automate patient confirmation text via Plivo Message API; integrate SMS status callback URL.
3.6. AWS SES
• Feature/Setting: Automate confirmation email via Amazon SES SendEmail action; automate trigger with Lambda or webhook.
3.7. Mandrill
• Feature/Setting: Automate confirmation emails through Mandrill Messages/send API; bind triggers to new lead arrival.
3.8. ClickSend
• Feature/Setting: Automate SMS and emails using ClickSend REST API; map to intake form webhook event.
3.9. MessageBird
• Feature/Setting: Automator uses MessageBird SMS API for confirmation; webhook for new patient intake.
3.10. SMTP2GO
• Feature/Setting: Automate confirmation via SMTP2GO transactional email API; tie into CRM triggers.
3.11. ActiveCampaign
• Feature/Setting: Automate email/SMS via ActiveCampaign Automations; trigger with contact addition event.
3.12. HubSpot
• Feature/Setting: Automate email confirmation using HubSpot Workflows; configure trigger on new form submission.
3.13. Salesforce
• Feature/Setting: Automate email/SMS via Salesforce Process Builder with Email Alert and SMS app integration.
3.14. Zoho CRM
• Feature/Setting: Automate notification email using Zoho Workflow Rules; SMS via SMS gateway integration API.
3.15. Google Workspace (Gmail API)
• Feature/Setting: Automate email confirmation with Gmail API Send endpoint; trigger via Google Apps Script.
3.16. Outlook 365
• Feature/Setting: Automate email through Microsoft Graph API /sendmail; automator initiates from lead webhook.
3.17. Infobip
• Feature/Setting: Automate SMS confirmation with Infobip SMS API; trigger on CRM/change event.
3.18. Bitrix24
• Feature/Setting: Automate emails/SMS via Bitrix24 Workflows; set condition on lead created.
3.19. Slack
• Feature/Setting: Automate internal alert via Slack Incoming Webhooks; notify team on confirmation sent.
3.20. Pipedrive
• Feature/Setting: Automate messaging using Pipedrive Workflow Automation; configure webhooks for trigger.
Benefits
4.2. Reduces administrative workload via automation of repetitive communication.
4.3. Ensures error-free, timely, and trackable messaging using automated systems.
4.4. Improves ROI by automating lead nurturing and intake confirmation.
4.5. Frees staff for higher-level tasks by automating routine confirmations.