Regular communication to patients on recovery milestones

Purpose

1.1. Automate regular communication to head and neck surgery patients regarding their recovery process, milestones, reminders, and important follow-ups for optimized post-surgical outcomes.
1.2. Centralizes all patient engagement efforts to ensure no missed instructions, automatedly delivers personalized recovery guidelines, and automates escalation if urgent issues are detected.
1.3. Streamlines the scheduling, content delivery, and documentation of all post-op communication in a fully automatable workflow for maximum efficiency, compliance, and patient satisfaction.

Trigger Conditions

2.1. Automated schedule—send on pre-defined post-surgical days (e.g., days 3, 7, 14, 30, 90).
2.2. Surgery completion event entered in EMR/EHR.
2.3. Automated patient update request via forms or SMS.
2.4. Missed milestone or deviation from recovery protocol detected by care team or EMR.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate SMS delivery via Programmable Messaging API.
• Sample configuration: Trigger SMS using Flow, From: hospital number, To: patient phone, Body: custom recovery text.

3.2. SendGrid
• Feature/Setting: Automated transactional email via v3 Mail Send API.
• Sample configuration: Dynamic Templates, personalizing per patient milestone.

3.3. Mailchimp
• Feature/Setting: Automate triggered customer journeys using API or Automation feature.
• Sample configuration: Drip sequence configured by procedure type.

3.4. Slack
• Feature/Setting: Automated direct/DM messages via Slack Bot API to patient-support groups.
• Sample configuration: Trigger via webhook, Channel: patient-care, Message: "Milestone achieved!"

3.5. Microsoft Teams
• Feature/Setting: Automated notification in Teams via Graph API, sent to clinical channel.
• Sample configuration: Scheduled milestone update via automation connector.

3.6. WhatsApp Business API
• Feature/Setting: Automated messages, scheduling follow-ups via templated messages.
• Sample configuration: Template ID: post-op-day7, Recipient: patient.

3.7. HubSpot
• Feature/Setting: Automate patient workflows using Sequences and API for reminders.
• Sample configuration: Custom property triggers, auto-email at designated times.

3.8. Salesforce Health Cloud
• Feature/Setting: Automatedly trigger milestone tasks via Process Builder or Flows.
• Sample configuration: Trigger: Completed Surgery Record, Action: Send Patient Email.

3.9. Google Calendar
• Feature/Setting: Automated reminder events, invitations via API.
• Sample configuration: Patient recovery event with email alert.

3.10. Zoom
• Feature/Setting: Automated video check-ins via Zoom Scheduler API.
• Sample configuration: Auto-create post-op consult links.

3.11. Zendesk
• Feature/Setting: Automated ticket opening for each milestone using API.
• Sample configuration: Milestone = ticket subject, assignment to care agent.

3.12. ActiveCampaign
• Feature/Setting: Automated email/message sequences using Automations.
• Sample configuration: Post-surgery tags, drip milestones.

3.13. Intercom
• Feature/Setting: Automated chat messages for milestone reminders via Intercom API.
• Sample configuration: Patient journey campaign set on timeline.

3.14. PagerDuty
• Feature/Setting: Automate escalation alerts for missed milestones through Incidents API.
• Sample configuration: Trigger via event ingestion from EMR webhook.

3.15. Webex
• Feature/Setting: Automated space message notifications via Webex Bots API.
• Sample configuration: Room: recovery-support, Bot: sends reminders.

3.16. Trello
• Feature/Setting: Automated card creation for patient milestones via Trello API.
• Sample configuration: List: Recovery Tracker, Card: Day 7 passed.

3.17. Asana
• Feature/Setting: Automated task assignment for post-surgical workflow with API.
• Sample configuration: Section: Patient Journey, Task: 2-week check-in.

3.18. Google Sheets
• Feature/Setting: Automated entry/update for milestone tracking using Sheets API.
• Sample configuration: Row per patient, Col: milestone status, automatedly updated.

3.19. DocuSign
• Feature/Setting: Automated sending of patient consent forms or surveys post-milestone.
• Sample configuration: Envelope triggered by milestone completion.

3.20. Calendly
• Feature/Setting: Automate scheduling of post-op consults by Calendly API.
• Sample configuration: Event type: "Post-Surgery Recovery Review."

3.21. SimpleTexting
• Feature/Setting: Automated scheduled messaging, group broadcasts.
• Sample configuration: Campaign for head & neck recovery milestones.

3.22. Google Forms
• Feature/Setting: Automatically send milestone-specific surveys via Forms API.
• Sample configuration: Emailed form link at each milestone.

Benefits

4.1. Automates time-consuming communication workflows, improving efficiency.
4.2. Increases patient compliance and accelerates recovery through automated reminders.
4.3. Gains auditability and documentation for every step, minimizing legal risk.
4.4. Automating escalation on deviations ensures safer patient outcomes.
4.5. Frees up healthcare staff for critical tasks by automating repetitive communication.
4.6. Standardizes patient education, reduces error with automated, consistent messaging.
4.7. Enhances patient experience with personalized, timely, automated interactions.