Flag missed appointments and trigger outreach

Purpose

1.1. Identify when a patient misses a scheduled appointment in real-time.
1.2. Automatically flag missed sessions in internal records or CRM systems.
1.3. Trigger immediate, multi-channel outreach to re-engage the patient.
1.4. Coordinate follow-up communications among counselors, care managers, and administrative staff.
1.5. Document outreach in compliance with healthcare regulations.

Trigger Conditions

2.1. Appointment status: marked “no-show” or not checked in by scheduled time.
2.2. Time lapses: X minutes past appointment time without patient check-in.
2.3. EMR update: Clinic staff marks appointment as missed.
2.4. Mobile app status: Patient cancels or does not confirm attendance.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Programmable Messaging API; configure webhook for no-show event to send SMS.

3.2. SendGrid
• Feature/Setting: Transactional Email API; trigger templated follow-up emails when appointment missed.

3.3. Slack
• Feature/Setting: Incoming Webhooks; post no-show alert in case management channel.

3.4. Salesforce Health Cloud
• Feature/Setting: Process Builder or Flow; auto-update patient record and push task to coordinator.

3.5. Microsoft Teams
• Feature/Setting: Connector/API; send missed appointment notification in specific care team channel.

3.6. Google Calendar
• Feature/Setting: Calendar API; detect missed event and initiate follow-up process.

3.7. Zoom
• Feature/Setting: Meetings API; detect participant absence, trigger workflow to contact patient.

3.8. Zendesk
• Feature/Setting: Tickets API; auto-create outreach ticket for missed appointments.

3.9. HubSpot
• Feature/Setting: Workflows; create deal/task follow-up if session marked as no-show.

3.10. ActiveCampaign
• Feature/Setting: Automations; initiate contact sequence for non-attendance.

3.11. RingCentral
• Feature/Setting: Messaging API; place automated voice call for outreach on missed appointment.

3.12. Mailchimp
• Feature/Setting: Automated Journeys; trigger “We missed you” campaign for appointment absences.

3.13. Zoho CRM
• Feature/Setting: Workflow Rules; update record status and notify assigned case manager.

3.14. Airtable
• Feature/Setting: Automations; update row with no-show status and send Slack/email alert.

3.15. DocuSign
• Feature/Setting: Envelopes API; auto-send forms or consents after missed critical sessions.

3.16. Trello
• Feature/Setting: Butler Automation; create card in “Outreach Needed” list for staff action.

3.17. Intercom
• Feature/Setting: Message Triggers; send in-app or email follow-up when appointment is missed.

3.18. Epic (EHR)
• Feature/Setting: Chronicles API; flag patient no-show status and notify care coordinator.

3.19. PagerDuty
• Feature/Setting: Event API v2; escalate no-show for urgent clinical intervention.

3.20. Google Sheets
• Feature/Setting: Apps Script; auto-log missed appointments and send notification email.

Benefits

4.1. Real-time detection and transparent tracking of missed appointments.
4.2. Immediate, multi-channel patient outreach improves re-engagement rates.
4.3. Reduced manual workload for care teams; streamlined workflow.
4.4. Enhanced compliance with follow-up and documentation standards.
4.5. Improved care continuity and clinical outcomes for addiction treatment populations.