Appointment Scheduling & Follow-upsPurpose
1.2. Automate multi-channel notifications (SMS, email, WhatsApp, etc.) for reliability and improved communication.
1.3. Automates reduction of no-shows and manual tasks via a unified confirmation workflow.
1.4. Automatedly log confirmation statuses in patient records for compliance and continuity.
1.5. Automate escalation for unconfirmed or bounced attempts with fallback communication options (email if SMS fails, etc.).
Trigger Conditions
2.2. Automate based on appointment updates or rescheduling events.
2.3. Trigger re-automation on patient’s manual confirmation/cancellation response.
2.4. Automates triggers for first-time patients with tailored onboarding confirmation.
Platform Variants
• Feature: Programmable SMS
• Setting: Automate SMS sending via API—POST /Messages, configure sender ID, custom message, patient mobile number.
3.2. SendGrid
• Feature: Mail Send
• Setting: Automate transactional email via API—POST /mail/send, dynamic templates for patient personalized confirmations.
3.3. WhatsApp Business API
• Feature: Message Templates
• Setting: Automate WhatsApp confirmation using POST /messages, selecting template for appointment category.
3.4. Google Calendar API
• Feature: Event Creation Notifications
• Setting: Automate push notifications on event creation via v3/events/watch endpoint.
3.5. Microsoft Outlook Graph API
• Feature: Event Notifications
• Setting: Automate email confirmation on event creation with POST /me/events, use webhook for updates.
3.6. Zapier
• Feature: Zap Triggers
• Setting: Automate workflow—trigger on “New Appointment” in CRM, send confirmation action via chosen channel.
3.7. Calendly
• Feature: Webhooks
• Setting: Automate webhook on booked event, pipe to automated email/SMS sender.
3.8. Slack
• Feature: Message API
• Setting: Automate direct Slack DM using chat.postMessage for internal staff confirmations.
3.9. ActiveCampaign
• Feature: Automation Rules
• Setting: Automate confirmation email/SMS upon contact update with appointment tag.
3.10. Salesforce Health Cloud
• Feature: Process Builder/Flow
• Setting: Automate flow on new appointment, trigger outbound email/SMS via integrated channels.
3.11. HubSpot
• Feature: Workflow Automation
• Setting: Automate on contact property change (appointment booked), send transactional email/SMS.
3.12. Google Sheets
• Feature: Apps Script
• Setting: Automate confirmation emails using Google Apps Script on row insert (appointment data).
3.13. Mailgun
• Feature: Messages API
• Setting: Automate confirmation emails by POST /messages, add appointment details via API.
3.14. MessageBird
• Feature: Conversations API
• Setting: Automate multichannel confirmation via unified API for SMS, Whatsapp, Voice.
3.15. Plivo
• Feature: SMS API
• Setting: Automate SMS confirmations using Message API—automatedly include appointment time.
3.16. ClickSend
• Feature: SMS/Email API
• Setting: Automate via POST /sms/send—automator for batch confirmations.
3.17. Pusher
• Feature: Channels Triggers
• Setting: Automate in-app notifications on client dashboard “appointment confirmed.”
3.18. Intercom
• Feature: Automated Messages
• Setting: Automate in-app or email confirmations upon appointment event in CRM.
3.19. Freshdesk
• Feature: Support Automations
• Setting: Automate ticketing and confirmations for appointment management.
3.20. Amazon SES
• Feature: SendEmail API
• Setting: Automate confirmation email via SendEmail, use recipient and message data dynamically.
3.21. SimpleTexting
• Feature: Campaign Automation
• Setting: Automate SMS campaign trigger for appointment confirmation upon booking.
3.22. Vonage (Nexmo)
• Feature: SMS API
• Setting: Automate SMS confirmation via POST to /sms/json endpoint.
Benefits
4.2. Automatedly improves patient satisfaction through instant confirmations.
4.3. Automates error-free communication, reducing manual entry mistakes.
4.4. Provides audit trail of automated confirmations for compliance.
4.5. Automates scaling—accommodate higher appointment volumes with no added admin burden.
4.6. Automates re-engagement via escalation/fallback workflows for non-responses.