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Automated follow-up scheduling based on care protocols

Purpose

1. Automatically schedule and deliver patient follow-up communications using predefined care protocols, ensuring compliance, continuity, and timely support within alcoholism treatment programs.

2. Minimize manual scheduling burdens for care teams while increasing patient engagement and adherence.

3. Log all follow-up contacts and outcomes in real time for audit and care optimization.

4. Align follow-up timing and messaging to clinical best practices, risk levels, and individual recovery plans.


Trigger Conditions

1. Completion of patient intake, therapy session, or discharge event in the treatment management system.

2. Update to patient risk status or relapse warning indicators.

3. Elapsed time since last contact exceeding protocol threshold.

4. Receipt of inbound patient message requesting follow-up.

5. Compliance gap detected on scheduled care checklist.


Platform variants (sample feature/setting & configuration)

1. Twilio SMS

  • Feature: SMS Messaging API.
  • Configure: Create automated scheduling to send SMS after care event, e.g., POST /Messages for patient phone.

2. SendGrid

  • Feature: Email Automation API.
  • Configure: Trigger Transactional Email using dynamic follow-up templates, POST /mail/send.

3. Google Calendar

  • Feature: Calendar API Events.
  • Configure: Create event with patient details, POST /calendars/events.

4. Zoom

  • Feature: Meeting Scheduling API.
  • Configure: Auto-create follow-up telehealth session, POST /users/{userId}/meetings.

5. Microsoft Teams

  • Feature: Schedule Meeting Graph API.
  • Configure: Auto-add recovery follow-up slots, POST /me/events.

6. Salesforce Health Cloud

  • Feature: Care Plan Task Integration.
  • Configure: Create task on patient profile, POST /services/data/vXX.X/sobjects/Task.

7. HubSpot

  • Feature: Automated Workflow Triggers.
  • Configure: Auto-send follow-up email when enrollment stage is updated.

8. Slack

  • Feature: Reminders API.
  • Configure: Notify care manager of scheduled follow-up, POST /reminders.add.

9. DocuSign

  • Feature: Envelope Sending API.
  • Configure: Dispatch consent forms for follow-up care, POST /envelopes.

10. Calendly

  • Feature: Event Scheduling Links API.
  • Configure: Auto-generate scheduling links after care event, POST /scheduled_events.

11. Epic EHR

  • Feature: Open.epic FHIR Task API.
  • Configure: Insert follow-up plan in patient record, POST /Task.

12. Zendesk

  • Feature: Ticket Automation.
  • Configure: Auto-create support ticket at follow-up interval.

13. Intercom

  • Feature: Automated Series Messaging.
  • Configure: Auto-queue follow-up chat after session end.

14. Mailchimp

  • Feature: Drip Campaign Scheduling.
  • Configure: Schedule treatment content per protocol, POST /automations.

15. PagerDuty

  • Feature: Incident Scheduler API.
  • Configure: Alert care team for overdue or high-risk follow-ups.

16. Asana

  • Feature: Task API.
  • Configure: Assign follow-up care plan tasks to staff, POST /tasks.

17. Google Sheets

  • Feature: Sheets API Append.
  • Configure: Log scheduled and completed follow-ups, POST /values/append.

18. Outlook (Microsoft 365)

  • Feature: Calendar Events API.
  • Configure: Auto-send patient follow-up appointment invite, POST /me/events.

19. Zapier

  • Feature: Multi-Step Workflow.
  • Configure: Automate trigger-based multi-platform scheduling.

20. ActiveCampaign

  • Feature: Automated Email Sequence.
  • Configure: Start timed follow-up series per patient trigger.

21. Freshdesk

  • Feature: Ticket Scheduler.
  • Configure: Automatic follow-up ticket creation for consistent check-ins.

22. Airtable

  • Feature: Automated Record Updates.
  • Configure: Schedule and track follow-up outcomes in recovery CRM.

Benefits

1. Reduces missed follow-up opportunities and manual errors.

2. Strengthens patient engagement and adherence to recovery pathways.

3. Enhances transparency for audit, compliance, and reporting.

4. Frees clinical staff for direct patient care by cutting administrative load.

5. Enables individualized, protocol-driven communication frequency and format.

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