Service Delivery & Patient EngagementPurpose
1.2. Automates the process, reducing manual oversight and increasing compliance in healthcare records.
1.3. Supports preparation, engagement, and accurate progress tracking within the therapeutic process.
1.4. Integrates with various appointment schedulers, ensuring session notes are automatically sent at configurable times.
Trigger Conditions
2.2. Automatedly fires pre-appointment (X hours before) or post-appointment (X minutes/hours after) events.
2.3. Manual or automated entry of session details in EMR automatically initiates template send.
2.4. Appointment confirmed or marked as completed triggers automator workflow.
Platform Variants
• Feature/Setting: Automates SMS delivery via the Messages API; configure webhook to send session note link after event trigger.
3.2. SendGrid Email
• Feature/Setting: Automates email via v3 Mail Send API; configure automation to insert personalized template link.
3.3. Microsoft Outlook 365
• Feature/Setting: Automates email scheduling via Graph API; use event-based automator to dispatch session note template.
3.4. Google Calendar
• Feature/Setting: Automates notifications with Google Calendar API, leveraging event reminders and automated email dispatch.
3.5. Slack
• Feature/Setting: Automates DM delivery of session note using Slack chat.postMessage endpoint after calendar event.
3.6. WhatsApp Business
• Feature/Setting: Automates template send via WhatsApp Business Cloud API, linking to patient notes as a button/URL.
3.7. HubSpot CRM
• Feature/Setting: Automates email/message via Workflows and App Marketplace, triggered by appointment status change.
3.8. Salesforce Health Cloud
• Feature/Setting: Automates messaging using Platform Events and Process Builder/API integration.
3.9. DocuSign
• Feature/Setting: Automates sending patient templates for signature via Envelope API with custom triggers.
3.10. Zapier
• Feature/Setting: Automator uses Zaps to relay data from booking software to email/SMS, setting template links.
3.11. Calendly
• Feature/Setting: Automates delivery via Webhooks, POST/GET to message platform when bookings are made.
3.12. Mailgun
• Feature/Setting: Automates outbound email with template insertion using Mailgun API, triggered by webhook.
3.13. Pipedrive
• Feature/Setting: Automates note template delivery as activities, using Activity API after appointment moved to "completed".
3.14. Monday.com
• Feature/Setting: Automates sending updates through the API using item or date column changes as the automator trigger.
3.15. Smartsheet
• Feature/Setting: Automates email/message via workflows set to appointment row edits or status updates.
3.16. Asana
• Feature/Setting: Automates task or message through Webhooks and API when a new appointment is created/completed.
3.17. Google Sheets
• Feature/Setting: Automates template link sharing via Google Sheets API, triggers on new row for session events.
3.18. ActiveCampaign
• Feature/Setting: Automates email sequence for session notes; Automation Trigger: new contact tag for appointment.
3.19. Notion
• Feature/Setting: Automates template sharing by creating or updating a page with Notion API, triggered by calendar event.
3.20. Intercom
• Feature/Setting: Automates chat/email notification with session note template on user journey event via API.
Benefits
4.2. Reduces administration time by automating repetitive communication workflows.
4.3. Automates preparation for therapists, automating session readiness.
4.4. Raises patient satisfaction through automated consistency, eliminating manual follow-up.
4.5. Accelerates data capture and reduces errors by automating template standardization.
4.6. Integration flexibility—broad software support makes automation easily adoptable and automatable.