Patient Management AutomationsPurpose
1.2. Deliver timely SMS and email notifications to patients.
1.3. Synchronize patient communication with clinic scheduling systems.
1.4. Enhance patient experiences through consistent engagement.
1.5. Reduce administrative workload for front-desk staff.
1.6. Support multi-channel notifications (SMS, email, push).
Trigger Conditions
2.2. Upcoming appointment detected (e.g., 24 or 48 hours prior).
2.3. Manual trigger from staff for urgent reminders.
2.4. Patient reschedules or cancels (send updated notifications).
2.5. Failed delivery or bounce-back detection (fallback/prompt).
2.6. Requirements for language/localization selected by patient.
Platform Variants
• Function: Messaging API; Configure SMS channel with sender ID, template.
• Sample: Use Appointment time from EHR to trigger programmable SMS.
3.2. SendGrid
• Function: Email API; Set up dynamic email templates and SMTP Integration.
• Sample: Personalized “Reminder for Appointment” scheduled with merge fields.
3.3. Plivo
• Function: SMS API; Use messaging endpoint with patient phone data.
• Sample: POST /v1/Account/{auth_id}/Message/ with appointment variables.
3.4. Nexmo (Vonage Communications)
• Function: SMS API; Automate text reminders using patient info and event time.
• Sample: Send an SMS using POST /sms/json specifying clinic and time.
3.5. Mailgun
• Function: Transactional Email API; Configure routed triggers for bulk reminders.
• Sample: Schedule batch emails using stored templates and appointment timestamps.
3.6. ClickSend
• Function: SMS/Email Gateway; Set up automated sends directly via API call.
• Sample: POST appointment reminder with delivery schedule.
3.7. RingCentral
• Function: SMS API; Trigger reminder from event in calendar or EHR.
• Sample: Integrate with patient management for “upcoming session” alerts.
3.8. MessageBird
• Function: Omnichannel API; Use SMS or WhatsApp for reminders.
• Sample: Configure template notification with time-based triggers.
3.9. HubSpot
• Function: Workflows; Automate reminder emails using appointment object.
• Sample: Set workflow “send email” action for booked appointments.
3.10. Salesforce
• Function: Process Builder/Flow; Trigger SMS/email invites via native or integrated APIs.
• Sample: Create process on record creation to call external SMS/email functions.
3.11. Zoho CRM
• Function: Workflow Rules; Trigger notifications using CRM event triggers.
• Sample: Automated email/SMS on new or updated “appointment” records.
3.12. Outlook 365
• Function: Calendar Events; Setup rules for sending notifications on new appointments.
• Sample: Use Power Automate to monitor calendar for new patient bookings.
3.13. Google Calendar + Gmail API
• Function: Calendar Watch + sendMail; Watch for appointment events and email reminders.
• Sample: Setup watch on calendar for ‘Acupuncture Sessions’ and trigger email.
3.14. Infobip
• Function: SMS/Email API; Automate reminders via multi-channel workflow.
• Sample: Conditional sends based on response (confirm/cancel).
3.15. ActiveCampaign
• Function: Automation Workflows; Email and SMS reminders using CRM contact and schedule data.
• Sample: Time-based automation tied to “upcoming appointment.”
3.16. Slack
• Function: Reminders API; Send internal notifications to staff for scheduled sessions.
• Sample: Post a reminder for practitioner before each patient session.
3.17. Pabbly Connect
• Function: Workflow Automation; Connect forms/calendars to SMS/email triggers.
• Sample: New booking triggers reminder email and SMS flow.
3.18. Mozeo
• Function: SMS Reminders; Schedule and send text messages to patients.
• Sample: Insert scheduled messages via CSV or API.
3.19. Intercom
• Function: Custom Bots/Messages; Trigger automated email/chat reminders for appointments.
• Sample: Use event-based messages with appointment properties.
3.20. Freshdesk Omnichannel
• Function: Workflow Automations; SMS/email integration for appointment status updates.
• Sample: Automated triggers from ticket/calendar integration.
3.21. Mailchimp
• Function: Email Automations; Scheduled campaigns for appointment-confirmation.
• Sample: Automated email sends via event-triggered journey.
3.22. Calendly
• Function: Scheduled Event Reminders; Default SMS/email reminders pre-appointment.
• Sample: Customize reminder messages for “Acupuncture Session” event type.
Benefits
4.2. Automates repetitive staff tasks and increases efficiency.
4.3. Maintains consistent communication across SMS and email.
4.4. Allows personalized and localized messaging per patient preference.
4.5. Enhances overall patient experience and satisfaction.
4.6. Easily scalable for single- or multi-location clinics.
4.7. Compliant with privacy and healthcare regulations via vetted channels.
4.8. Supports analytics and follow-up workflows post-appointment.