Sending post-op instructions and care videos

Purpose

1.1. Automate the delivery of post-operative instructions and care videos to hair transplantation patients immediately after their procedure, reducing manual work and ensuring timely, consistent communication.
1.2. Automatedly educate patients on aftercare steps, restrictions, proper hair washing, medication guidance, warning signs, and physical activity recommendations.
1.3. Automates tracking of instructions received and patient engagement, reducing follow-up risks and enhancing outcome quality.
1.4. Automator integrates with medical records for personalization and monitors who accessed each video or file.

Trigger Conditions

2.1. Procedure marked as complete in EMR/EHR system.
2.2. Scheduled post-operative date/time reached.
2.3. Doctor/nurse completes a digital checklist or verification form.
2.4. Automated reception of appointment status update via SMS/Email/API.
2.5. Patient added to “Post-op” cohort/group in CRM or patient management software.

Platform Variants

3.1. Twilio SMS
• Feature: Automated SMS message sending.
• Setting: Configure API to dispatch personalized links to care videos based on patient phone numbers.

3.2. SendGrid
• Feature: Automated email notifications.
• Setting: Use Transactional Email API for post-procedure message and video links to patient email addresses.

3.3. Slack
• Feature: Automated channel message delivery.
• Setting: Incoming Webhook posts aftercare details to patient-focused channels or DM.

3.4. Microsoft Teams
• Feature: Scheduled or event-based automated message posting.
• Setting: Use Graph API to trigger chat/post-op instructions in patient care channels.

3.5. WhatsApp Business API
• Feature: Automated WhatsApp messaging.
• Setting: Set up template messages for post-op instructions and automate dispatch via patient numbers.

3.6. Telegram Bot API
• Feature: Automated care info via bot messages.
• Setting: Automator sends post-op guides/videos as chat attachments using patient IDs.

3.7. Mailchimp
• Feature: Email Campaign Automations.
• Setting: Automated workflow triggered by tag or segment update sends care instructions to patients.

3.8. HubSpot
• Feature: Marketing automation workflows.
• Setting: Trigger sequence based on ‘procedure complete’ property, automate instructional asset sends.

3.9. Salesforce
• Feature: Process Builder/Flow automation.
• Setting: Automated email/video link dispatch on change to ‘Post-op’ status.

3.10. ActiveCampaign
• Feature: Automated email/text campaign.
• Setting: Triggers on tag/application event; automates instructional content distribution.

3.11. Google Calendar
• Feature: Automated reminders.
• Setting: Create notification/reminder with care video URL on post-op dates.

3.12. Google Workspace Gmail API
• Feature: Automated personalized emails.
• Setting: Automates instruction/video link sending based on calendar event or EMR flag.

3.13. Zoho CRM
• Feature: Automated workflow rules.
• Setting: Care videos/messages sent when patient stage moves to post-op in CRM.

3.14. ClickSend
• Feature: Automated SMS/email fax service.
• Setting: API dispatches post-op SMS or email with care video link.

3.15. DocuSign
• Feature: Automated document/instructions delivery.
• Setting: API automatically delivers post-op care PDF or video links for digital signoff.

3.16. Zoom
• Feature: Automated meeting invitations.
• Setting: Automated calendar invite to post-op Q&A with care video link in description.

3.17. Vimeo
• Feature: Video privacy and embedding.
• Setting: Use API to generate automatable expiring video links delivered to patient emails.

3.18. Dropbox
• Feature: Secure file links.
• Setting: Automation creates and emails care instruction video links upon trigger.

3.19. Airtable
• Feature: Automated data-driven notifications.
• Setting: Care instruction automation on new post-op record creation.

3.20. Zapier
• Feature: Automate cross-platform task orchestration.
• Setting: Triggers from EMR/CRM event, automated care video/message is sent via linked services.

3.21. Medesk
• Feature: Integrated medical communication.
• Setting: Automated workflow for patient-matched aftercare video and instruction emails.

3.22. Jotform
• Feature: Aftercare feedback and workflow hooks.
• Setting: Automated thank-you and instructional content sent upon post-op questionnaire completion.

Benefits

4.1. Automates timely, consistent post-operative communications, reducing manual staff work and error risk.
4.2. Automated instruction/video delivery improves patient understanding, compliance, and satisfaction.
4.3. Automating follow-up reduces risk of complications due to forgotten or unread instructions.
4.4. Reliable automation logs every communication, supporting medicolegal documentation and compliance.
4.5. Easy configuration across patient-preferred channels, scaling outreach automatically.