Missed appointment re-engagement workflows

Purpose

1. Automate the re-engagement of patients who missed appointments to reduce no-show rates, optimize scheduling, and improve patient retention.

2. Automatedly notify patients of missed appointments, prompt rescheduling, and collect feedback for workflow improvement.

3. Use automation to streamline administrative tasks and ensure timely re-engagement through omni-channel communication (SMS, email, calls, patient portal, etc.).

4. Facilitate seamless integration with EMR/EHR, schedule management, CRM, and communication platforms for complete automatable appointment workflows.

Trigger Conditions

1. Appointment status in EHR/booking system is updated to "missed" or "no-show".

2. Patient record is marked as absent beyond configurable appointment buffer window.

3. Clinic staff manually flags missed appointments in hospital management software.

4. Scheduled automator review detects unconfirmed attendance by pre-set time.

Platform Variants

1. Twilio SMS

• Feature/Setting: Use Programmable Messaging API to automate sending reminder/re-engagement texts; sample config: Set trigger on "missed appointment", and template SMS with reschedule link.
  

2. SendGrid

• Feature/Setting: Use Marketing Campaigns API to automatedly send personalized re-engagement emails; config: Dynamic template for missed appointments tied to EHR events.
  

3. Microsoft Teams

• Feature/Setting: Use Messaging APIs to automate internal alerts to staff for patient follow-up; sample: Missed appointments trigger Teams channel notification.
  

4. Salesforce Health Cloud

• Feature/Setting: Workflow automation with Flow Builder for triggering patient outreach tasks and updating engagement status.
  

5. Slack

• Feature/Setting: Incoming Webhooks to automate daily missed appointment summaries in internal channels.
  

6. Zoom

• Feature/Setting: Calendar Integration API to automate follow-up meeting invitations and reschedule links for telemedicine.
  

7. Google Calendar

• Feature/Setting: Calendar Events API to automate adding reschedule slots and invite patients.
  

8. DocuSign

• Feature/Setting: REST API for automated retrieval of patient feedback forms post-missed appointments.
  

9. HubSpot

• Feature/Setting: Workflows and Contacts API to automate patient re-engagement sequences and status updates.
  

10. Mailchimp

• Feature/Setting: Automated email series via Campaigns API for patients who have missed appointments.
  

11. RingCentral

• Feature/Setting: Programmable Voice API to automate voice reminders to follow up on missed appointments.
  

12. Zapier

• Feature/Setting: Multi-app workflow automator to aggregate events and orchestrate cross-platform automations.
  

13. Epic (EMR/EHR)

• Feature/Setting: MyChart Appointment Events API for trigger on no-show and automatic patient messaging.
  

14. Cerner

• Feature/Setting: FHIR Appointment Resource webhook for automating re-engagement flows.
  

15. WhatsApp Business

• Feature/Setting: Cloud API for automated message prompts regarding missed appointments.
  

16. Intercom

• Feature/Setting: Automated messaging for missed appointment follow-ups inside patient communication platform.
  

17. Calendly

• Feature/Setting: Webhooks for missed meeting detection and automated re-invite workflows.
  

18. Okta

• Feature/Setting: Automated user status updates for clinic staff based on missed appointment triggers.
  

19. Google Sheets

• Feature/Setting: Google Apps Script to automate tracking and dashboarding of missed appointments and follow-up rates.
  

20. Amazon Connect

• Feature/Setting: Contact Flow automation to trigger outbound calls for re-engagement after missed appointments.
  

21. Klaviyo

• Feature/Setting: Automated SMS/email flows post-missed appointment driven by patient segment.
  

22. Aircall

• Feature/Setting: Automated calls to patients for rescheduling via open API integration.
  

23. PatientPop

• Feature/Setting: Automated patient reminders and follow-ups configured via appointments API.
  

24. Outreach

• Feature/Setting: Sequencer automation to manage follow-up tasks for no-shows in hospital CRM context.
  

25. Asana

• Feature/Setting: API-triggered automated tasks assigned to office staff for re-engaging no-show patients.
  

Benefits

1. Automates and accelerates re-engagement of missed patients, reducing load on administrative staff.

2. Increases patient retention and satisfaction via consistent, timely automated communication.

3. Provides multi-channel automatable outreach (SMS, email, voice, app notifications) for comprehensive coverage.

4. Reduces manual errors and enhances reporting using automated dashboards and logs.

5. Improves operational efficiency by automating scheduling, reducing no-shows, and boosting resource allocation.