Recurring appointment scheduling

Purpose

1.1. Automate recurring appointment scheduling for caregivers and residents in adult foster care, minimizing manual effort, ensuring compliance with state-mandated scheduling, improving consistency, reducing missed appointments, enabling real-time updates to stakeholders, and integrating with notification and calendar systems for transparent tracking of appointments and changes.

Trigger Conditions

2.1. New resident admission triggers initial recurring schedule setup.
2.2. Change in care plan mandates update to recurring appointments.
2.3. Manual staff override creates or updates recurring slots.
2.4. Resident or caregiver requests rescheduling via portal, phone, or email.
2.5. Completion or cancellation of a prior appointment auto-triggers the next recurrence.

Platform Variants

3.1. Google Calendar
• API: Calendar API Events.insert
• Function: CREATE and update recurring appointments using RRULE and notifications.
3.2. Microsoft Outlook/Office 365
• API: Microsoft Graph v1.0 /calendar/events
• Function: Setup recurring meeting slot; configure attendees and reminders.
3.3. Calendly
• API: v2 /scheduled_events
• Function: Automate creation and rescheduling of recurring events; webhook for sync.
3.4. Acuity Scheduling
• API: Appointments endpoint
• Function: Create recurring appointments; manage updates programmatically.
3.5. Zoho Bookings
• API: Bookings API /appointments
• Function: Set up recurring appointment rules per client/caregiver.
3.6. Setmore
• API: Appointments API
• Function: Auto-create and sync recurring bookings for care staff and residents.
3.7. 10to8
• API: Recurring bookings endpoint
• Function: Create/edit recurring care appointments and send reminders.
3.8. Square Appointments
• API: Bookings API
• Function: Automate recurring booking for each care recipient.
3.9. SimplyBook.me
• API: Bookings endpoint
• Function: Configure repeating appointments; integrate status updates.
3.10. Doodle
• API: Bookings API
• Function: Schedule recurring slots and reschedule as needed.
3.11. Appointlet
• API: Appointment creation endpoint
• Function: Setup recurring time slots for caregivers.
3.12. TimeTap
• API: Recurring Appointments endpoint
• Function: Bulk import and auto-schedule repeat appointments.
3.13. Freshdesk/Freshservice Calendar
• API: Calendar events endpoint
• Function: Integrate with case management for recurring events.
3.14. Salesforce
• API: /services/data/vXX.0/sobjects/Event
• Function: Push recurring appointments as events linked to contacts.
3.15. HubSpot CRM
• API: Meetings API
• Function: Sync recurring meetings with care recipient or team.
3.16. Aircall
• API: Call scheduling endpoint
• Function: Automated voice reminders for each recurring appointment.
3.17. Slack
• API: Scheduled messages
• Function: Send reminders and confirmations to care teams.
3.18. Twilio
• API: Messaging Services, Programmable SMS
• Function: SMS reminders and two-way rescheduling links.
3.19. SendGrid
• API: Mail Send endpoint
• Function: Email appointment confirmations/changes to stakeholders.
3.20. WhatsApp Business API
• API: /v1/messages
• Function: Notify appointments and confirmations via WhatsApp.
3.21. Zoom
• API: Meetings endpoint
• Function: If remote, auto-generate links with recurring schedule rules.
3.22. DocuSign
• API: Envelopes API
• Function: Send/track recurring appointment consent or documentation.

Benefits

4.1. Eliminates manual scheduling errors and redundancies.
4.2. Ensures state-regulated appointment compliance.
4.3. Enables instant updates to caregivers, families, and staff.
4.4. Increases efficiency by integrating existing communication channels.
4.5. Reduces appointment no-shows via reminders.
4.6. Scalable scheduling across multiple residents, locations, and teams.
4.7. Seamless reporting and audit trails for all scheduled appointments.
4.8. Customizable workflow for each care plan or regulatory requirement.