Automatic follow-up communication post-visit

Purpose

1.1. Automate post-visit follow-up communications with patients to ensure continuity of care, improve patient engagement, gather feedback, remind about post-care instructions, and boost rebooking rates.
1.2. Automatedly streamline manual communication tasks performed by staff, reducing time and error, while ensuring every patient receives timely follow-up.
1.3. Enable automatable delivery of personalized messages, informational materials, and satisfaction surveys to increase patient retention and loyalty.

Trigger Conditions

2.1. Automating initiation occurs after a completed visit entry in patient management software.
2.2. Automated triggers also on entry of appointment completion in the scheduling system.
2.3. Triggers are automatable based on visit type, visit reason, or practitioner notes.
2.4. Manual override option is present for automators in case follow-up needs adjustment.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use Twilio’s Messaging API; automate sending SMS post-visit by configuring a webhook trigger from your EHR or CRM.

3.2. SendGrid
• Feature/Setting: Use the Send Email API; automates post-visit email follow-up sequences configured with templates per visit type.

3.3. Mailchimp
• Feature/Setting: Use campaigns and transactional API; automate on EHR sync to launch automated campaigns post-visit.

3.4. Salesforce Health Cloud
• Feature/Setting: Configure Process Builder/Flows and Health Cloud APIs; automates personalized follow-up tasks and emails based on patient segmentation.

3.5. Microsoft Power Automate
• Feature/Setting: Use Power Automate Flows; set up automatable triggers on appointment closed for SMS/email.

3.6. HubSpot
• Feature/Setting: Configure Automated Workflows; trigger post-visit emails and reminders based on CRM entries.

3.7. WhatsApp Business API
• Feature/Setting: Set up automated messages using WhatsApp Business API integrated with scheduling software.

3.8. ActiveCampaign
• Feature/Setting: Use Automations; automate follow-up emails or SMS based on visit completion data via API.

3.9. Google Calendar + Apps Script
• Feature/Setting: Automate detection of completed events with Apps Script to trigger email/SMS using third-party API.

3.10. DrChrono
• Feature/Setting: Use DrChrono API Webhooks; automate email/SMS directly after appointment status is set to complete.

3.11. SimplePractice
• Feature/Setting: Automate via SimplePractice API to trigger follow-ups on status change in client records.

3.12. Intercom
• Feature/Setting: Use Automated Messages; trigger based on tagged visit outcome or custom events through API.

3.13. Zoho CRM
• Feature/Setting: Use Workflow Rules and Zoho Flow; automatically send post-visit follow-up communications by visit type.

3.14. Slack
• Feature/Setting: Use Webhooks/Slack API; automate internal notifications to remind staff to personally follow up post-visit.

3.15. Zendesk
• Feature/Setting: Use Zendesk Triggers and API; send automated follow-up tickets or satisfaction surveys to patients.

3.16. Freshdesk
• Feature/Setting: Configure Automations and API integration; automate patient communication directly from a closed ticket.

3.17. Constant Contact
• Feature/Setting: Automated Email Campaigns; integration with scheduling tool to trigger post-visit communication.

3.18. G Suite (Gmail, Calendar)
• Feature/Setting: Use Google Apps Script; detect calendar event completion and automate sending Gmail messages.

3.19. Zoom
• Feature/Setting: Use Zoom Webhooks and API; trigger automating post-telehealth follow-ups via email/SMS based on meeting completion.

3.20. SurveyMonkey
• Feature/Setting: Auto-send satisfaction surveys using their API; automate survey sending after each visit log in the management system.

3.21. Medesk
• Feature/Setting: Use appointment status and workflow automations; automate SMS/email follow-ups after patient visits.

3.22. RingCentral
• Feature/Setting: Automate voice/SMS follow-up by configuring the API for outbound messaging on appointment status.

3.23. Vonage
• Feature/Setting: Set up SMS and Voice APIs; automate follow-up calls or messages post-visit using event webhooks.

3.24. Calendly
• Feature/Setting: Automate follow-ups via API or Zapier after meeting completion triggers a workflow.

3.25. Remind
• Feature/Setting: Configure automatable triggers via Remind API; send post-visit instructions and feedback requests.

Benefits

4.1. Automatedly reduces missed follow-ups, improving patient adherence and outcomes.
4.2. Automates workflow, freeing clinical and front-office staff for higher-value tasks.
4.3. Automation delivers consistent communication cadence, enhancing patient satisfaction and loyalty.
4.4. Automates data capture for feedback, helping continuous service improvement.
4.5. Automator-driven process ensures no patient is overlooked in post-care engagement.