Clinical & Treatment Workflow AutomationScheduled Recall Notifications for Hygiene/Implant Reviews
1. Automate the entire process of recalling patients for hygiene maintenance and implant reviews via scheduled, personalized messages.
2. Ensure consistently timed reminders, reducing missed appointments and improving ongoing patient care compliance.
3. Allow clinics to set recurring automation tailored by patient treatment history, recall interval, and preferred communication channel.
4. Enable automated multi-channel delivery (SMS, email, voice, app notifications) increasing patient engagement and reducing administrative workload.
5. Synchronize automated recall workflows with EHR, PMS, and CRM platforms for up-to-date health information and contact preferences.
1.2. Trigger Conditions
1. Automated time-based triggers set by last appointment date plus configured recall interval (e.g., 6 months, 1 year).
2. Automator triggers based on treatment completion or new implant placed.
3. Real-time updates from EHR/PMS systems recording patient visits, implant placements, or hygiene therapy sessions.
4. Automatedly triggered by patient-specific parameters such as high-risk periodontitis or peri-implantitis cases needing frequent reviews.
5. System checks for already scheduled appointments to avoid duplicate notifications.
1.3. Platform Variants
1. Twilio SMS
• Feature: Programmable Messaging API for SMS recall automation.
• Setting: Use POST /Messages resource with scheduled delivery parameters.
2. SendGrid
• Feature: Email API for auto-generated recall emails.
• Setting: Configure Dynamic Templates with scheduled triggers via API v3/mail/send.
3. Microsoft Outlook
• Feature: Automated email calendar invites.
• Setting: Use Microsoft Graph /me/events endpoint to schedule recall reminders.
4. Google Calendar
• Feature: Automated calendar event creation.
• Setting: Events.insert with reminders set for recall dates.
5. Salesforce
• Feature: Process Builder for automated recall workflow.
• Setting: Schedule Flows on custom objects for recall cycle enforcement.
6. HubSpot
• Feature: Workflow Automator for scheduled reminders.
• Setting: Use "Delay" and "Send Email/SMS" actions in workflow builder.
7. Mailchimp
• Feature: Automated campaigns for periodic recalls.
• Setting: Setup Customer Journey with time-based triggers for hygiene review emails.
8. WhatsApp Business API
• Feature: Send scheduled WhatsApp recall messages.
• Setting: Use /messages endpoint with scheduled send logic and recall templates.
9. Slack
• Feature: Automated direct messages for internal recall tasks.
• Setting: bots.postMessage to specific staff channels/users at defined intervals.
10. Zendesk
• Feature: Automated ticket creation for recall outreach tracking.
• Setting: Triggers and Automations for recall case ticket assignment.
11. Zoho CRM
• Feature: Workflow automation for scheduled reminders.
• Setting: Create Workflow Rule for recall in Zoho CRM Automations.
12. Intercom
• Feature: Scheduled in-app or email message series.
• Setting: Automated Message with scheduled Sends for recalls.
13. ActiveCampaign
• Feature: Automation builder for recall notifications.
• Setting: Date-based automation, Send SMS/Email action on recall dates.
14. Viber for Business
• Feature: Scheduled Viber message delivery.
• Setting: Send scheduled POST requests to public account APIs.
15. PatientPop
• Feature: Recall automation integrated with practice management.
• Setting: Automated recall scheduling via Recall Reminders module.
16. Redtail CRM (for dental group practices)
• Feature: Automated reminder workflows.
• Setting: Create workflow to trigger recall reminders on schedule.
17. Medent
• Feature: EHR-based recall automation.
• Setting: Schedule recall cycle within Medent automation settings.
18. Appointy
• Feature: Automated appointment and recall reminders.
• Setting: Set recall intervals in Automator under customer notifications.
19. DrChrono
• Feature: EMR-based automated recall messages.
• Setting: Use API to automate message scheduling on specific recall events.
20. Infobip
• Feature: Omni-channel messaging API for automated recalls.
• Setting: Schedule messages through API for SMS/WhatsApp/email recall delivery.
1.4. Benefits
1. Streamlines manual recall processes by automating entire patient outreach workflows.
2. Reduces no-show rates through automated, timely multichannel reminders.
3. Increases hygiene and implant patient retention by automating regular contact and review triggers.
4. Automates admin follow-up freeing staff from repetitive scheduling, enabling greater clinical focus.
5. Standardizes clinical compliance with recall protocols via reliable automation, improving treatment outcomes.