Purpose
1.2. Automating ensures consistency in sending reminders, timely confirmations, and enables traceable communications between clinic and patient.
1.3. Automated systems enable personalized, multi-channel outreach including SMS, email, phone, and calendar notifications, considering patient preferences and compliance requirements.
1.4. Automation delivers appointment details, postoperative instructions, access codes, telemedicine links, and prompts for pre-visit surveys or confirmations, closing care gaps efficiently.
Trigger Conditions
2.2. Triggered by a preset time interval (e.g., 72, 48, 24 hours) before the scheduled follow-up.
2.3. Triggered by patient rescheduling or cancellation request via portal, call, or message.
2.4. Automator activates when a missed appointment is marked, initiating re-engagement outreach.
2.5. Triggered by an external request from healthcare staff through internal interface or voice command.
Platform Variants
• Feature/Setting: Automate SMS reminders; configure SMS template and schedule via Twilio API with patient phone number and appointment data.
3.2. SendGrid (Mail Send API):
• Feature/Setting: Automate email reminders/confirmation; use dynamic email templates, schedule via Mail Send API with merge fields for patient/appointment.
3.3. Google Calendar (Calendar API):
• Feature/Setting: Automate calendar invite with reminders; use API to create or update events with automated notifications to patient email.
3.4. Microsoft Outlook (Graph Calendar API):
• Feature/Setting: Automate creation/updating of calendar appointments with follow-up reminders via integrated notification settings.
3.5. Salesforce Health Cloud (Process Builder/Flow):
• Feature/Setting: Automate patient journey reminders using automated flows triggered by appointment objects.
3.6. Cerner (HealtheIntent API):
• Feature/Setting: Automate follow-up tasks and communications via API event triggers and message delivery modules.
3.7. Epic (App Orchard/FHIR API):
• Feature/Setting: Automate patient messaging and task lists through FHIR appointment APIs and custom patient workflow automations.
3.8. WhatsApp Business (Business API):
• Feature/Setting: Automate secure WhatsApp reminders and confirmations; configure message templates and delivery schedule via API.
3.9. Slack (Reminders API):
• Feature/Setting: Automate appointment alerts to care teams or patients on Slack channels with @mentions and timed reminders.
3.10. Zoom (Meeting API):
• Feature/Setting: Automate Zoom meeting invites for telemedicine follow-ups; configure automated emails or SMS with meeting links.
3.11. SAP SuccessFactors (Intelligent Services):
• Feature/Setting: Automate onboarding and follow-up task triggers for patient management through workflow automations.
3.12. Zendesk (Triggers & Automations):
• Feature/Setting: Automate ticket reminders and patient communication for follow-ups; configure custom automation to send out reminders.
3.13. Mailchimp (Campaign/Bulk Email API):
• Feature/Setting: Automate batch email notifications for group follow-ups; dynamic segmentation schedule with API triggering.
3.14. HubSpot (Workflows API):
• Feature/Setting: Automate personalized follow-up sequences for patients using workflow triggers; track response and engagement.
3.15. Doximity (API/Robocall):
• Feature/Setting: Automate phone reminders to patients using robocall scripts and scheduling via platform configuration.
3.16. Vonage (Messages API):
• Feature/Setting: Automate multi-channel (SMS, WhatsApp, Viber) appointment reminders with patient responses integrated.
3.17. Webex (Meetings API):
• Feature/Setting: Automate scheduling and reminders for telemedicine video follow-ups; send invitation links and reminders.
3.18. TigerText (Clinical Messaging API):
• Feature/Setting: Automate secure clinical reminders to patient or provider devices, ensuring HIPAA-compliant communications.
3.19. Klaviyo (Flows/Automations):
• Feature/Setting: Automate multi-step follow-up reminders; configure flow triggers based on appointment data ingestion.
3.20. Freshdesk (Automations/Workflow):
• Feature/Setting: Automate patient reminder tickets and communication; workflows to update statuses and ensure response tracking.
3.21. Birdeye (Automations):
• Feature/Setting: Automate patient follow-up reminders via SMS/email and collect post-visit feedback through scheduled outreach.
3.22. ClickSend (SMS API):
• Feature/Setting: Automate personalized SMS appointment reminders and confirmations using API integrations.
3.23. Intercom (Outbound Messages):
• Feature/Setting: Automate in-app or email reminders to patients, tracking delivery analytics in the platform.
Benefits
4.2. Automated reminders and confirmations reduce clerical load and manual outreach by clinical staff.
4.3. Automator optimizes patient communication workflows, reducing errors common in manual reminders.
4.4. Automating reminders provides a traceable log of outreach and patient confirmations.
4.5. Automatable systems free clinician time for high-value care versus administrative work.
4.6. Automatedly synchronize reminders across email, SMS, voice, and apps for a holistic approach.
4.7. Automation facilitates quick rescinding or rescheduling of appointments based on patient input.
4.8. Higher automation speeds follow-up intervals, reducing gaps in postoperative surveillance.
4.9. Automating patient reminders boosts post-surgical engagement, satisfaction, and recovery outcomes.