Appointment & Consultation ManagementPurpose
1.2. Enable real-time automated updates for practitioner availability, cancellations, and new openings.
1.3. Allow automatable two-way syncing between booking systems and calendars to reduce double-booking and manual errors.
1.4. Support automated integration with patient self-scheduling apps, reminders, external marketing appointments, and staff shift updates.
1.5. Create an automation layer ensuring compliance with privacy requirements and data security for health information.
Trigger Conditions
2.2. Practitioner updates availability or time-off on internal calendar.
2.3. Automated reminder or confirmation is sent or when a patient reschedules.
2.4. External calendar (i.e., Google, Outlook) event is booked or removed.
2.5. Daily or real-time automated syncing trigger via webhook, API call, or scheduled time-based automation.
Platform Variants
• Feature/Setting: Calendar API, automatedly push/pull event data. Configure OAuth2, set 'watch' webhook for updates.
3.2. Microsoft Outlook/Exchange
• Feature/Setting: Outlook Calendar API, use automated sync via event subscription. Authenticate via Azure AD, subscribe to calendar changes.
3.3. Apple iCloud Calendar
• Feature/Setting: CalDAV sync, automate connection with CalDAV-compatible automated tools.
3.4. Acuity Scheduling
• Feature/Setting: Automated Webhook for event updates, API polling for availability, push changes.
3.5. Calendly
• Feature/Setting: Automated webhook for booked/canceled events, API key for retrieval and updates.
3.6. Setmore
• Feature/Setting: REST API, automate event push and pull, configure webhook on booking creation/cancellation.
3.7. Square Appointments
• Feature/Setting: Appointments API, automate sync via webhooks on new/canceled/rescheduled bookings.
3.8. Zoho Bookings
• Feature/Setting: API triggers for bookings, automate calendar events via Zoho OAuth and API calls.
3.9. Salesforce Health Cloud
• Feature/Setting: Use Platform Events and REST API for automated integration and sync workflows.
3.10. HubSpot Meetings
• Feature/Setting: Meetings API, automate retrieval and update of appointment slots.
3.11. Medesk
• Feature/Setting: API for booking automation, automated slot/availability updates.
3.12. Zocdoc
• Feature/Setting: Integrate via provider API, automate pull of available slots and update patient bookings.
3.13. SimplePractice
• Feature/Setting: API and webhook for event automation, booking and availability automatedly synced.
3.14. Doodle
• Feature/Setting: Doodle API, automate event match and calendar entry/updates.
3.15. Slack
• Feature/Setting: Use automated Slack Events API and reminders for internal notifications on calendar updates.
3.16. Twilio SMS
• Feature/Setting: Programmable Messaging API, automate SMS notifications for new/changed availability.
3.17. SendGrid
• Feature/Setting: Automated Email API, send confirmation or update emails when calendar changes.
3.18. Trello
• Feature/Setting: Power-Up API, automate card creation for appointments scheduled/canceled.
3.19. Notion
• Feature/Setting: Notion API, use automation to sync event pages and availability blocks with internal docs.
3.20. Zapier
• Feature/Setting: Create automations ("Zaps") using built-in triggers for booking tools and calendars, push events bi-directionally.
Benefits
4.2. Automates synchronization across multiple calendars and booking systems in real time.
4.3. Enables staff and patients to always view up-to-date practitioner availability.
4.4. Reduces administrative workload through automated calendar management.
4.5. Automates notifications and reminders, improving patient attendance and operational efficiency.
4.6. Automatedly ensures compliance with healthcare privacy standards by removing manual data handling.