Patient Management AutomationsPurpose
1.2. Reduce manual handling, minimize no-shows, instantly notify patients of openings, and ensure optimal use of practitioners’ time.
1.3. Dynamically adjust and notify based on cancellations, appointment completions, or emergencies for improved patient satisfaction and clinic efficiency.
1.4. Accurately log historical waitlist changes for compliance and management reporting.
Trigger Conditions
2.2. Practitioner marks an appointment as completed ahead of schedule.
2.3. New patient joins the waitlist online or via phone system.
2.4. Administrative override for sudden clinic schedule changes.
Platform Variants
3.1. Twilio SMS
- Feature: Programmable Messaging API
- Setting: Auto-send SMS to next patient; configure webhook for appointment slot alert.
3.2. SendGrid
- Feature: SMTP API
- Setting: Automated email notifications; set sender authentication and trigger rules for available slots.
3.3. Google Calendar
- Feature: Calendar API
- Setting: Sync patient bookings, auto-update events; use `events.insert` for slot assignments.
3.4. Outlook 365
- Feature: Graph API
- Setting: Use `Create Event`; trigger email invites on calendar slot change.
3.5. Slack
- Feature: Incoming Webhooks
- Setting: Notify staff channel on waitlist movement; Webhook URL configuration.
3.6. Microsoft Teams
- Feature: Connector
- Setting: Automated adaptive cards for slot availability; configure with Bot Framework.
3.7. Zapier
- Feature: Multi-step Automation
- Setting: Trigger from booking changes, send notifications via integrated applets.
3.8. Salesforce Health Cloud
- Feature: Patient Management API
- Setting: Trigger record updates and real-time messaging via Flows.
3.9. HubSpot CRM
- Feature: Workflows
- Setting: Create ticket with patient info, automate notifications, update contact records.
3.10. Mailchimp
- Feature: Transactional Email (Mandrill)
- Setting: Auto-email batch to upcoming patients when slots open, configure API trigger.
3.11. Google Sheets
- Feature: Sheets API
- Setting: Append waitlist entry, trigger Google Apps Script for SMS/email on status change.
3.12. Airtable
- Feature: Automations
- Setting: Trigger automation on record update, link with Twilio/SMS/Email.
3.13. Freshdesk
- Feature: Ticket Automation
- Setting: Create a ticket per waitlist update, notify patients with pre-set templates.
3.14. Intercom
- Feature: Custom Bots
- Setting: Trigger messages for waitlist events, API endpoint setup for webhook notifications.
3.15. WhatsApp Business API
- Feature: Messaging API
- Setting: Auto WhatsApp messages for slot invitations; setup fallback to SMS if undelivered.
3.16. RingCentral
- Feature: Messaging API
- Setting: Automated SMS or voice calls regarding appointment slot; configure rule-based triggers.
3.17. Calendly
- Feature: Webhooks
- Setting: Auto-notify waitlist addition or remove events, link with secondary notification tools.
3.18. Zoho CRM
- Feature: Workflow Rules
- Setting: Update patient module, trigger custom mail/SMS template for waitlist slot offers.
3.19. Docusign
- Feature: REST API
- Setting: Auto-send new patient forms when waitlist moves; embed status tracking in clinic dashboard.
3.20. Shopify
- Feature: Admin API
- Setting: Manage patient product/service offering; trigger purchase flow when slot opens.
3.21. Jotform
- Feature: Webhooks
- Setting: Trigger webhook from new waitlist form submission; link to instant notification flow.
3.22. Firebase
- Feature: Realtime Database
- Setting: Sync live waitlist data and trigger notification function for each data update.
Benefits
4.2. Increases clinic fill rates and operational efficiency by rapid slot turnover.
4.3. Enhances patient satisfaction with prompt, personalized alerts.
4.4. Provides audit trails and historic data for management review and regulatory compliance.
4.5. Integrates with multi-channel communications, expanding patient outreach and reducing no-show rates.