Patient Management AutomationPurpose
1.2. Automate reminders via SMS, email, phone, and app notifications to reduce staff workload and enhance patient engagement and satisfaction.
1.3. Facilitate precise tracking, escalation, and documentation of follow-up interactions to meet healthcare compliance and improve outcomes.
Trigger Conditions
2.2. Specific postoperative milestones (e.g., 24, 72 hours post-op) reached.
2.3. Lack of patient response to prior reminder triggers escalation workflow.
2.4. Manual tagging of ‘follow-up required’ on patient record by clinical staff.
Platform variants
• Feature/Setting: Schedule SMS reminders with Twilio Programmable Messaging API; sample: POST to /Messages with dynamic scheduling parameters.
3.2. SendGrid
• Feature/Setting: Automate follow-up emails using SendGrid’s Scheduled Sends; configure dynamic templates with API v3 /mail/send.
3.3. Slack
• Feature/Setting: Post automated alerts in private patient management channels using Incoming Webhooks for escalation notifications.
3.4. Salesforce Health Cloud
• Feature/Setting: Workflow Rule with ‘Post-Op Discharge’ trigger to automate Task and Email Alert via Process Builder.
3.5. Microsoft Teams
• Feature/Setting: Graph API to send proactive messages to care teams or patients in Teams chat based on event triggers.
3.6. Google Calendar
• Feature/Setting: Create timed follow-up events with Calendar API on patient-specific calendars using PATCH/Events.
3.7. RingCentral
• Feature/Setting: Schedule automated phone calls via RingCentral CallOut API using patient phone numbers and time offsets.
3.8. HubSpot
• Feature/Setting: Marketing automation workflow; configure Email, SMS, and task reminders using ‘Delay Until’ node.
3.9. Zoho CRM
• Feature/Setting: Schedule workflows upon ‘Patient Discharged’ status; Zoho CRM Automation rules for task and email reminder.
3.10. Intercom
• Feature/Setting: Use Intercom Series to send in-app reminder messages; webhook entry point set to patient discharge event.
3.11. WhatsApp Business API
• Feature/Setting: Automated WhatsApp message triggers using ‘messages’ endpoint; dynamic merge of patient details.
3.12. Pipedrive
• Feature/Setting: Automations for custom activity reminders; triggers based on deal stage updates representing discharge.
3.13. ActiveCampaign
• Feature/Setting: Setup automation with ‘Date Triggered Automation’ for post-op follow-up with Email/SMS node.
3.14. Mailchimp
• Feature/Setting: Use ‘Customer Journeys’ with time-delay node, triggered on patient email addressed for reminder.
3.15. MedChat
• Feature/Setting: Automated chatbot sequences initiated upon API webhook from EHR discharge event.
3.16. Zapier
• Feature/Setting: Multi-step zap from EHR webhook to SMS/email reminder via filter and delay actions.
3.17. Asana
• Feature/Setting: Custom workflow—automatically creates a follow-up task in project upon tagged discharge in patient records.
3.18. Airtable
• Feature/Setting: Scripted automation creates records and schedules reminder emails/SMS when discharge date entered.
3.19. PagerDuty
• Feature/Setting: Schedule incident or alert for clinical team based on non-response to reminders, using Events API.
3.20. Microsoft Power Automate
• Feature/Setting: Flow from EMR trigger to automated Teams/SMS/Email; configure schedule and escalation branch.
Benefits
4.2. Improves patient safety by identifying post-op complications early through structured outreach.
4.3. Ensures compliance with mandated follow-up protocols and thorough documentation for audits.
4.4. Supports multi-channel communication preferences of patients for higher response rates.
4.5. Enables advanced escalations automatically when a patient fails to respond in critical windows.