Automatic follow-up for outstanding results

Purpose

1.1. Automate the process of sending timely follow-up messages to healthcare clients or laboratories for outstanding drug test results to improve turnaround, accountability, and compliance.
1.2. Automatedly track test orders, detect missing or delayed results, and automate communication, removing need for manual checking.
1.3. Enhance process transparency, streamline result retrieval, and automate escalation for unresolved cases.
1.4. Automate reminders tailored to specific timeframes (e.g., 24, 48, 72 hours post-order).

Trigger Conditions

2.1. Order entered in the system without a result returned within a predefined duration.
2.2. Test status marked as pending, incomplete, or overdue in the test management platform.
2.3. Receipt of partial results requiring follow-up for completion.
2.4. External system flags (e.g., API/webhook notification) indicating non-closure.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate SMS using Twilio Programmable Messaging API; configure trigger on overdue test result.
• Sample: POST /2010-04-01/Accounts/{AccountSid}/Messages.json with automated body text.
3.2. SendGrid
• Feature/Setting: Automate email reminders via Mail Send API when outstanding results are detected.
• Sample: POST /v3/mail/send; set dynamic template for automation.
3.3. Slack
• Feature/Setting: Automate sending follow-up messages to specific Slack channels using chat.postMessage API.
• Sample: POST /api/chat.postMessage with automated context.
3.4. Microsoft Teams
• Feature/Setting: Automate adaptive message cards for follow-up via Teams API webhook integration.
• Sample: POST to /v1.0/teams/{team-id}/channels/{channel-id}/messages.
3.5. Gmail
• Feature/Setting: Automate sending emails using Gmail API when result is not updated; configure watch on Orders label.
• Sample: POST /gmail/v1/users/me/messages/send.
3.6. Outlook 365
• Feature/Setting: Automate email follow-up using Microsoft Graph API; schedule based on overdue triggers.
• Sample: POST /v1.0/me/sendMail.
3.7. Salesforce
• Feature/Setting: Automate task or case creation using the REST API if results are overdue.
• Sample: POST /services/data/vXX.0/sobjects/Task/.
3.8. HubSpot
• Feature/Setting: Automate follow-up email using HubSpot Workflows and Emails API.
• Sample: POST /email/public/v1/singleEmail/send.
3.9. Zoho CRM
• Feature/Setting: Automate task creation or email reminders through Workflow Rules and API.
• Sample: POST /crm/v2/Leads/{record_id}/actions/convert.
3.10. WhatsApp (via Twilio)
• Feature/Setting: Automate WhatsApp message using Twilio WhatsApp API.
• Sample: POST /2010-04-01/Accounts/{AccountSid}/Messages.json; channel set to WhatsApp.
3.11. Intercom
• Feature/Setting: Automate follow-up chat using Conversations API; trigger on missing result status.
• Sample: POST /conversations.
3.12. Freshdesk
• Feature/Setting: Automate ticket creation for outstanding results via Tickets API.
• Sample: POST /api/v2/tickets.
3.13. Zendesk
• Feature/Setting: Automate Zendesk ticket or macro action via Tickets API on outstanding lab result.
• Sample: POST /api/v2/tickets.json.
3.14. PagerDuty
• Feature/Setting: Automate incident trigger on overdue result using Events API v2.
• Sample: POST /v2/enqueue.
3.15. ServiceNow
• Feature/Setting: Automate task or reminder generation through Table API.
• Sample: POST /api/now/table/task.
3.16. Monday.com
• Feature/Setting: Automate update using GraphQL API for order boards indicating delay.
• Sample: mutation { create_update (item_id:ID!, body:String!) }.
3.17. Asana
• Feature/Setting: Automate task assignment using Tasks API on overdue trigger.
• Sample: POST /api/1.0/tasks.
3.18. Trello
• Feature/Setting: Automate card creation or comment notification using Trello API.
• Sample: POST /1/cards.
3.19. Airtable
• Feature/Setting: Automate record update/creation when test result is missing using REST API.
• Sample: PATCH /v0/{baseId}/{tableName}/{recordId}.
3.20. Google Sheets
• Feature/Setting: Automate cell update and send follow-up Gmail/email on flagged row using Sheets and Gmail API.
• Sample: POST /v4/spreadsheets/{spreadsheetId}/values/{range}:update.
3.21. Mailgun
• Feature/Setting: Automate follow-up emails via Mailgun Messages API.
• Sample: POST /v3/{domain}/messages.
3.22. DocuSign
• Feature/Setting: Automate sending of forms or consents for missing tests via Agreements API.
• Sample: POST /v2.1/accounts/{accountId}/envelopes.
3.23. ClickSend
• Feature/Setting: Automate SMS, email or voice reminders through REST v3 API.
• Sample: POST /v3/sms/send.

Benefits

4.1. Automates reduction of manual follow-up workload and error risk.
4.2. Boosts compliance through automated escalation and reminders.
4.3. Automates faster turnaround on outstanding orders leading to enhanced client satisfaction.
4.4. Centralizes status tracking, automating efficient communication and transparency.
4.5. Scalability: Multiple automatable channels for reminders—emails, SMS, IM—handled automatically.
4.6. Automates analytics collection on follow-up effectiveness for continuous improvement.