Treatment Coordination and Workflow AutomationPurpose
1.2. Auto-send session invites, reminders, and updates to participants via preferred channels (email, SMS, in-app).
1.3. Synchronize therapy appointments with calendars, EMR/EHR, and communication platforms to reduce manual errors.
1.4. Track RSVPs, update attendance, and flag follow-ups for no-show clients.
1.5. Centralize communication logs and session updates into patient records for compliance and reporting.
1.6. Reduce administrative load, accelerate resource allocation, and support stepped care models in addiction recovery.
Trigger Conditions
2.2. Patient/family request to join or change a session.
2.3. Therapist availability or shift update.
2.4. EHR milestone (e.g., treatment plan step reached).
2.5. Calendar change (therapist or room booking conflict).
2.6. No-show or late RSVP detection from previous sessions.
Platform Variants
3.1 Google Calendar
• API: Events.insert, Events.update — create/update events for group sessions, invite attendees, sync with patient/therapist calendars.
3.2 Microsoft Outlook/Graph
• API: /me/calendar/events — auto-schedule, send invites, and sync attendance to Outlook calendars.
3.3 Zoom
• API: /meetings, /invite — auto-generate Zoom meeting links per session, email/SMS invites to participants.
3.4 Twilio SMS
• API: Message.create — auto-send SMS reminders, attendance follow-ups, and last-minute session updates.
3.5 Slack
• Feature: channel.invite, chat.postMessage — notify staff and therapists, auto-create session-specific channels.
3.6 SendGrid
• API: Mail/send — send branded email invites, confirmations, and follow-up surveys to participants.
3.7 DocuSign
• API: Envelopes:create — send consent forms or session agreements tied to group therapy bookings.
3.8 Salesforce Health Cloud
• API: Event/Task creation — log and track group session participation, automate reminders through native workflows.
3.9 Epic EHR
• API: Appointment Scheduling; Open Scheduling — auto-update patient records and ensure compliance with session logs.
3.10 Cerner PowerChart
• API: Scheduling Resources — allocate rooms/resources, update patient/clinician calendars.
3.11 Calendly
• Webhook: Event Scheduled — allow patients to self-select group slots, trigger confirmation workflows.
3.12 Intercom
• API: messages/conversations — auto-message participants with FAQs, details, and real-time updates.
3.13 Asana
• API: Tasks.create — auto-create follow-up tasks for staff post-session (e.g., billing, notes, feedback).
3.14 Monday.com
• API: Items.create — schedule and track group sessions as board items, automate reminders to therapists.
3.15 HubSpot
• API: Engagements.create — log scheduling and communications with clients, trigger nurture emails.
3.16 RingCentral
• API: Messaging/Scheduling — send voice or SMS reminders to patient lists, update on cancellations.
3.17 Mailgun
• API: /messages — dispatch customized email notifications, links, or calendar files.
3.18 Aircall
• API: Calls/create or contact tagging — log voice calls for reminders, track follow-ups for absent patients.
3.19 ZoomInfo
• API: Enrich/contact lookup — validate participant info, update outreach list pre-session.
3.20 Healthie
• API: appointment scheduling, reminders — synchronize appointments, send automated reminders to both clients and clinicians.
3.21 Google Meet
• API: create/insert conference — auto-create Google Meet links, embed into calendar invites.
Benefits
4.2. Streamlines multi-party communication, ensuring all stakeholders are informed in real time.
4.3. Improves compliance and documentation by syncing all interactions into clinical records.
4.4. Enables scalable, repeatable workflows supporting clinical efficiency and patient satisfaction.
4.5. Lowers administrative burden, freeing clinical staff to focus on care rather than logistics.