Patient Management AutomationsPurpose
1.2. To optimize staff time by reducing manual outreach and ensuring no patients are missed due to oversight.
1.3. To incorporate educational content—wellness advice, post-treatment care, seasonal health tips—timed with patient birthdays for maximum relevance and perceived value.
Trigger Conditions
2.2. Patient status is “Active” or opted-in for communications.
2.3. Time trigger (e.g., 09:00 local time) for message dispatch.
2.4. Optional: Integration with appointment records (e.g., no greetings if appointment is set the same day).
Platform Variants
• Feature: Programmable Messaging API.
• Setting: Configure SMS workflow triggered by patient birthday; set “To” as patient phone number, customize template with name/wellness tip.
3.2. SendGrid
• Feature: Marketing Campaigns API.
• Setting: Automated single-send on birthday; personalized subject and content using dynamic template IDs.
3.3. Mailchimp
• Feature: Customer Journeys.
• Setting: Trigger “send email” on birth date field; use dynamic content blocks for wellness tips.
3.4. Salesforce
• Feature: Process Builder/Flow Automation.
• Setting: Scheduled flow to evaluate birthdays and trigger email/SMS action.
3.5. HubSpot
• Feature: Workflows.
• Setting: IF/THEN workflow for “Birthday is today” to send email with wellness content.
3.6. ActiveCampaign
• Feature: Automations.
• Setting: Date-based trigger; dynamic message fields for wellness advice.
3.7. Zapier
• Feature: Date-match filter + multi-app action.
• Setting: Trigger on birthday, action: send email/SMS/post to other service.
3.8. Pabbly Connect
• Feature: Scheduler (birthday), Email/SMS action.
• Setting: Connect CRM, filter for patients with today’s birthday, push to outbound messaging.
3.9. Klaviyo
• Feature: Flows “Birthday-triggered flow.”
• Setting: Custom email template per acupuncture or wellness segment.
3.10. Google Cloud Functions
• Feature: Scheduled Cloud Function.
• Setting: Query Firestore or Sheets for matching date, trigger HTTP request to email/SMS platform.
3.11. Microsoft Power Automate
• Feature: Scheduled cloud flow.
• Setting: Read Dynamics/Excel CRM, IF birthday equals today, THEN send Outlook mail or Teams chat.
3.12. BambooHR
• Feature: Custom Workflows API.
• Setting: Hook into employee or patient table, send Slack or email via webhook on birthday.
3.13. Freshworks CRM
• Feature: Workflow Automations.
• Setting: Trigger on birthday to dispatch personalized communication.
3.14. Plivo
• Feature: SMS API.
• Setting: Use Message endpoint; schedule for each patient’s birthdate.
3.15. Intercom
• Feature: Message Automation.
• Setting: Send chat/email based on user birthday attribute.
3.16. Slack
• Feature: Incoming Webhooks.
• Setting: Push notification to team/individual channel on birthday.
3.17. WhatsApp Business API
• Feature: Messages API.
• Setting: Automate templated greeting and educational content.
3.18. Facebook Messenger (Meta for Business)
• Feature: Messaging API.
• Setting: Auto-send carousel/message with birthday greetings and health tips.
3.19. Viber API
• Feature: Messaging Bot.
• Setting: Triggered broadcast on patient birthday.
3.20. Constant Contact
• Feature: Auto Email Series.
• Setting: Schedule birthday emails with acupuncture-specific wellness tips.
3.21. Zoho CRM
• Feature: Workflow Rules.
• Setting: Rule for birthday match, action send via integrated email/SMS plugin.
3.22. PatientPop
• Feature: Automated Messaging.
• Setting: Configure rules for birthday/reminder messaging including wellness tips.
3.23. SimpleTexting
• Feature: Scheduled Texts.
• Setting: CSV import or API sync for patient birthdays, configure outgoing texts.
Benefits
4.2. Reinforces the clinic’s commitment to holistic well-being and personalized care.
4.3. Automates a recurring task, allowing staff to focus on in-person patient care.
4.4. Increases patient retention and likelihood of appointment bookings.
4.5. Enables patient segmentation and targeted wellness advice for deeper engagement.