Repeat appointment or recurring session scheduling

Purpose

1.1. Automate scheduling of repeat appointments or recurring sessions for clients in addiction treatment programs, ensuring consistent care and improving client engagement.
1.2. Reduce manual scheduling tasks for staff, lower errors/risk of missed sessions, and provide timely reminders to improve client attendance and treatment outcomes.
1.3. Centralize appointment data, allow for seamless multi-channel communication, calendar synchronization, and tracking of attendance history.
1.4. Support custom recurrence patterns (daily, weekly, monthly, custom intervals) tailored to individual client needs or program structures.

Trigger Conditions

2.1. New client intake form is completed and recurring session flag is set.
2.2. Therapist/clinician submits a treatment plan specifying session cadence.
2.3. Client requests ongoing appointments via portal, phone, or email.
2.4. Programmatic review identifies lapsed follow-ups needing reactivation.
2.5. Automated follow-up triggers upon client no-show, rescheduling, or milestone completion.

Platform Variants

3.1. Google Calendar
• API: Events.insert / Events.patch for recurring event creation; configure recurrence rules in RRULE format.
3.2. Microsoft Outlook/Office 365
• API: /me/events (Graph API); set recurrence object to define custom frequency and interval.
3.3. Acuity Scheduling
• API: POST /appointments; enable ‘recurring appointments’ feature with start/end date and frequency configuration.
3.4. Calendly
• API: POST /scheduled_events; ‘recurring_event’ parameter to automate workflows for ongoing sessions.
3.5. SimplePractice
• Secure Client Portal: Enable ‘recurring appointment’ in appointment settings; set pattern per client.
3.6. TherapyNotes
• Appointment Recurrence: Activate repeat options in session scheduling; set client, time, and pattern.
3.7. Jane App
• Booking API: Create series specifying repeat interval in session templates.
3.8. Kareo
• Scheduler: Use ‘recurring appointments’ field in patient dashboard; API POST /appointments with recurrence flag.
3.9. NextGen
• Template Scheduler: Program recurring appointments via backend ‘repeat scheduler’; set parameters for interval and client.
3.10. DrChrono
• API: /appointments endpoint with ‘recurrence_rule’; configure for weekly, monthly, or custom intervals.
3.11. Salesforce Health Cloud
• Flows: Launch ‘Recurring Appointment’ flow; configure object fields for interval/cadence.
3.12. Zoho Calendar
• API: /calendars/events POST with ‘repeat’ object specifying period, interval, and end date.
3.13. Twilio SMS
• Messaging API: Trigger appointment creation with SMS command; auto-confirm recurring series with reminder messages.
3.14. Zoom
• Meetings API: Create recurring meeting for telehealth; schedule type=8 with relevant recurrence pattern.
3.15. Slack
• Workflow Builder: Trigger recurring reminders/appointments in healthcare team channels.
3.16. Monday.com
• Automations: Use “every time period” trigger to auto-create recurring tasks for session prep and follow-up.
3.17. Asana
• Recurring Task Feature: Set up automated task for treatment coordination tied to client appointments.
3.18. Notion
• API: Use database update triggers to automate new entries based on custom recurrence schedules.
3.19. Freshdesk
• Ticket Automation: Auto-create follow-up tickets as recurring tasks linked to client cases.
3.20. HubSpot
• Meetings Tool: API-powered scheduling links supporting recurring bookings, tied to contact lifecycle stages.
3.21. Apple Calendar (iCloud)
• Calendar API: Use ‘recurrence’ parameter in event creation for healthcare clients.
3.22. Outlook Bookings
• Booking Policy: Set ‘recurring appointments’ at service level; auto sync with client and provider calendars.

Benefits

4.1. Ensures clients receive consistent, uninterrupted care with session adherence.
4.2. Reduces no-shows and missed appointments via automated reminders.
4.3. Optimizes staff efficiency, reducing administrative load and errors.
4.4. Enables accurate records for compliance, insurance, and quality assurance audits.
4.5. Enhances client engagement and satisfaction through reliable, proactive communication.