Purpose
1.2. Enable automated real-time bookings, rescheduling, cancellations, and confirmations via SMS, email, phone, app notification, or web portal.
1.3. Automatically sync appointment data with EHR/EMR, calendar, and communication platforms for seamless workflow integration.
1.4. Ensure neurophysiological consultations and diagnostic tests (EEGs, EMGs, etc.) are never missed with automated reminders.
1.5. Standardize patient management and maximize staff operational efficiency via automation.
Trigger Conditions
2.2. Incoming patient online or phone appointment request.
2.3. Manual scheduling/editing by staff via practice management system.
2.4. Scheduled time for reminder (e.g., 48h, 24h, 1h pre-appointment) reached in calendar system.
2.5. Patient action on reminder (confirm, reschedule, cancel).
2.6. Appointment outcome recorded (no-show, cancellation, attended, follow-up required).
Platform Variants
3.1. Twilio SMS & Voice
• Feature/Setting: Automated SMS/voice reminders and confirmations; Configure: SMS API, Voice API
• Sample: Use Twilio Messages API for scheduled reminders, configure status callback for confirmations
3.2. SendGrid
• Feature/Setting: Automated email reminders and confirmations; Configure: Send Email API
• Sample: Setup transactional templates in SendGrid and pass appointment variables in payload
3.3. Google Calendar
• Feature/Setting: Live calendar sync and automated event notifications; Configure: Calendar API, watch events
• Sample: Create/Edit Event endpoint with attendee email for reminders
3.4. Microsoft Outlook
• Feature/Setting: Integration with Outlook Calendar and email notifications; Configure: Graph API, calendar and mail endpoints
• Sample: POST /me/events and /sendMail for automated scheduling
3.5. Zoom
• Feature/Setting: Automated creation and sharing of telehealth links; Configure: Meetings API
• Sample: Setup automated meeting with start/end time for neuro consult
3.6. HubSpot
• Feature/Setting: Patient contact management and email workflows; Configure: Workflows, Email API
• Sample: Trigger automated workflow when new appointment booked
3.7. Salesforce Health Cloud
• Feature/Setting: Appointment object automation and Chatter notifications; Configure: Flows, PushTopic API
• Sample: Use Flow builder to automate reminders
3.8. Calendly
• Feature/Setting: Self-service automated appointment slot booking; Configure: Webhooks, Scheduling API
• Sample: Trigger webhook on booking to automate reminder flow
3.9. Doxy.me
• Feature/Setting: Automated telehealth session creation/reminders; Configure: Appointment API
• Sample: Automatedly send session links for neurophysiology consultations
3.10. Slack
• Feature/Setting: Staff reminders for upcoming appointments; Configure: Incoming Webhook API
• Sample: Post automated reminders in relevant staff channels
3.11. Intercom
• Feature/Setting: Automated chat message reminders; Configure: Conversations API
• Sample: Send message when appointment approaches
3.12. Mailchimp
• Feature/Setting: Automated email reminder campaign; Configure: Campaign & Automation API
• Sample: Trigger campaign with dynamic fields for appointment data
3.13. WhatsApp (via Twilio)
• Feature/Setting: Automated WhatsApp reminders/confirmations; Configure: WhatsApp Messaging API
• Sample: Send templated message using WhatsApp API
3.14. Zapier
• Feature/Setting: Cross-platform automated orchestration; Configure: Scheduler, Action/Trigger events
• Sample: Automate chain: Book in EHR > SMS/Email reminder > Confirm in calendar
3.15. Aircall
• Feature/Setting: Automated outbound appointment reminder calls; Configure: Call API
• Sample: Schedule programmed voice reminders for patients
3.16. Epic EHR
• Feature/Setting: Automated patient outreach via EHR scheduling; Configure: Appointment API
• Sample: Add automated reminder rule for new appointments
3.17. Cerner
• Feature/Setting: Automated scheduler sync for neurophysiology tests; Configure: Appointments API
• Sample: Map patient reminder status to chart
3.18. Genesys Cloud
• Feature/Setting: Automated patient IVR reminders; Configure: Conversations API
• Sample: Program outbound IVR workflows for confirmations
3.19. Typeform
• Feature/Setting: Pre-appointment intake automation; Configure: Webhooks, Responses API
• Sample: Send automated follow-ups based on intake completion
3.20. VSee/Chiron Health
• Feature/Setting: Telemedicine session reminders; Configure: Scheduler API
• Sample: Automatedly send email/SMS for virtual neurophysiology appointments
Benefits
4.2. Prevents no-shows and late cancellations via automated reminders and confirmations.
4.3. Improves patient satisfaction with timely, automated communications.
4.4. Enables always-on, accurate synchronization between calendars, records, and communication platforms.
4.5. Supports full-cycle automation for patient engagement from scheduling to follow-up in neurophysiology practices.