Patient Onboarding & SchedulingPurpose
1.2. Reduce no-shows by providing clear directions, required documentation, pre-appointment preparation, and logistics.
1.3. Automate repetitive manual communication tasks for allergy and immunology practitioners.
1.4. Improve patient satisfaction through transparent onboarding and preparatory details.
Trigger Conditions
2.2. Modification of appointment details (date/time/provider/location changes).
2.3. Upon successful payment or verification (if applicable).
2.4. Rescheduling or follow-up confirmation events.
Platform Variants
• API: /mail/send
• Use for transactional confirmation emails with HTML templates and dynamic content insertion.
3.2. Mailgun
• Endpoint: /v3/messages
• Configure to send triggered email with contextual variables (patient name, date, instructions).
3.3. Mandrill (Mailchimp Transactional)
• API: /messages/send-template
• Integrate templates with merge tags; send email after appointment event.
3.4. Microsoft Graph API
• Endpoint: /sendMail
• Use for sending confirmation via Microsoft 365/Outlook accounts, with dynamic payloads.
3.5. Google Gmail API
• Endpoint: users.messages.send
• Enable draft/prepared message for patient with attachments (maps, PDFs, instructions).
3.6. Amazon SES
• SendRawEmail function
• Connect to deliver high-volume transactional email upon appointment triggers.
3.7. Postmark
• Endpoint: /email
• Send confirmation with tracking of delivery, opens, and link clicks.
3.8. SMTP Server (Generic/Custom)
• Function: AUTH/MAIL FROM/RCPT TO/DATA
• Configure sender, recipient, and email contents for direct server-based sending.
3.9. SparkPost
• Endpoint: /transmissions
• Employ templated email engagement flows for onboarding confirmations.
3.10. Zoho Mail API
• Function: sendMail
• Trigger personalized confirmations integrating pre-visit pdfs or links.
3.11. HubSpot Workflows
• Action: Send Email
• Automate confirmation by linking to CRM records and scheduling fields.
3.12. ActiveCampaign API
• Endpoint: /api/3/contactEmails
• Use automations triggered by tag or custom field (e.g., “Allergy Appt Confirmed”).
3.13. Salesforce Marketing Cloud
• Function: triggeredSend
• Send confirmation email using Data Extension fields related to appointments.
3.14. Klaviyo
• API: /v1/email-template/send
• Automate email using flows and event triggers from external booking system.
3.15. Intercom
• Conversation/Message API
• Configure automated onboarding sequences with email confirmation.
3.16. Freshdesk Email Bot
• Scenario Automation
• Trigger patient onboarding confirmations based on new ticket creation.
3.17. Sendinblue (Brevo)
• API: /smtp/email
• Integrate transactional templates with appointment-related parameters.
3.18. Pipedrive Automation
• Activity Scheduler > Send Email Action
• Send confirmation from deal or activity in pipeline.
3.19. Zoho CRM
• Workflow Rule: Send Email Notification
• Automated response linked to new appointment records.
3.20. Slack Workflow Builder
• Action Step: Send Email
• Trigger onboarding + instructions from appointment requests in Slack channel.
Benefits
4.2. Improved compliance with pre-visit instructions and reduced rescheduling.
4.3. Strengthened patient trust and satisfaction.
4.4. Seamless documentation ensuring each patient receives the right information, every time.