Recurring engagement/session creation based on individual care plans

Purpose

1.1. Automate the creation of recurring engagement sessions for each adult care client, aligning with individually tailored care and activity plans, to ensure consistent and compliant social, rehabilitative, or wellness programming.
1.2. Reduce manual scheduling, ensuring care plans’ scheduled activities are systematically deployed, reminders sent, sessions logged, and participation tracked.

Trigger Conditions

2.1. New or updated care plan for a client.
2.2. Scheduled review or change in care plan frequency.
2.3. Intake or discharge event for a client.
2.4. Staff assignment or roster update.
2.5. Calendar period boundary (weekly, monthly reset).

Platform Variants

3.1. Google Calendar
• Feature/Setting: Calendar API – Insert events with recurrence rule per client; configure via `events.insert` with RRULE json.
3.2. Microsoft Outlook/Exchange
• Feature/Setting: Microsoft Graph Calendar API – Create recurring events using `/me/events` with recurrence for each care plan.
3.3. Salesforce Health Cloud
• Feature/Setting: Schedule recurring Task/Event objects via `Task` or `Event` REST API, mapped to care plan IDs.
3.4. Slack
• Feature/Setting: Scheduled messaging via Workflow Builder or API for session reminders; use `chat.scheduleMessage`.
3.5. Zoom
• Feature/Setting: Meetings API – Automate creating recurring sessions with participant invites; `POST /users/{userId}/meetings` with recurrence params.
3.6. Twilio SMS
• Feature/Setting: Programmable Messaging API – Send recurring SMS reminders using scheduled triggers; endpoint: `/Messages`.
3.7. SendGrid
• Feature/Setting: Automated scheduled emails using API v3, with template schedule for each care plan; `/mail/send`.
3.8. HubSpot
• Feature/Setting: Workflows to schedule task triggers based on custom fields for care sessions; using Workflow API.
3.9. Zoho CRM
• Feature/Setting: Automation rules to create events/tasks per care plan via `Events` module API.
3.10. Freshservice
• Feature/Setting: Ticket automation rules set to generate scheduled session tickets using Workflow Automator.
3.11. Asana
• Feature/Setting: Task recurrence via API (`POST /tasks` with recurrence field), mapped to care plan schedule.
3.12. Monday.com
• Feature/Setting: Automations set via API to create and assign recurring pulses/tasks.
3.13. Trello
• Feature/Setting: Card repeat Power-Up or API scheduling new session cards on lists.
3.14. Airtable
• Feature/Setting: Scripted automations to generate event records by care plan; using Scripting/Automations API.
3.15. Notion
• Feature/Setting: Databases API; use scheduled automations to add recurring “Session” pages connected to users’ care plans.
3.16. ServiceNow
• Feature/Setting: Flow Designer – Scheduled Flows triggering event creation in calendar or Service Tasks module.
3.17. SAP SuccessFactors
• Feature/Setting: Integration Center to automate regular session scheduling jobs mapped to client records.
3.18. Oracle Fusion Cloud
• Feature/Setting: Orchestrations to create recurring wellness event objects tied to care plan modules.
3.19. BambooHR
• Feature/Setting: Open API to trigger recurring event logging in employee activity records.
3.20. CareSmartz360
• Feature/Setting: Scheduling Engine API, programmatically set up repeating activities per individualized care plan.

Benefits

4.1. Eliminates manual scheduling effort, reduces errors.
4.2. Guarantees compliance with required care plan engagement frequency.
4.3. Ensures staff and clients are informed and reminded via preferred channels.
4.4. Provides auditable digital record of session scheduling and attendance.
4.5. Frees administrative capacity for higher-value care coordination tasks.