Communication & Engagement AutomationPurpose
1.2. Automates recognition of important dates from patient records and ensures consistent, timely outreach without manual intervention.
1.3. Reduces administrative burden on staff by automating routine communication, enabling focus on high-value clinical tasks.
1.4. Automating patient engagement enhances loyalty, increases satisfaction, supports brand reputation, and promotes preventative care reminders.
Trigger Conditions
2.2. Automate detection of new patient registrations and schedule initial milestone communications.
2.3. Automatedly triggers upon daily database check or real-time webhooks from the EMR/EHR system.
Platform Variants
3.1. Twilio SMS
• Feature: Messaging API
• Setting: Automated SMS triggered by patient’s birth date—sample: Configure Twilio Studio Flow using the REST API to send messages.
3.2. SendGrid
• Feature: SMTP API/Marketing Campaigns
• Setting: Automated email composed and sent via SendGrid Dynamic Templates and scheduled automation.
3.3. Mailgun
• Feature: Messages API
• Setting: Automate milestone emails using “Scheduled Sends” endpoint for date-based triggers.
3.4. Slack
• Feature: Incoming Webhooks
• Setting: Automate internal milestone notifications to clinical team via webhook post.
3.5. Microsoft Teams
• Feature: Bot Framework/Incoming Webhooks
• Setting: Automatedly notify staff of patient milestone via Teams message bot.
3.6. WhatsApp Business API
• Feature: Automated Messages
• Setting: Configure automated birthday/milestone templates for patient contacts.
3.7. Zapier
• Feature: Multi-app automation
• Setting: Automates flow for database polling, message template, and channel (SMS, email, etc.).
3.8. Google Calendar
• Feature: Event Reminders API
• Setting: Automate insertion and notification for patient milestones as recurring calendar events.
3.9. Outlook 365
• Feature: Calendar API
• Setting: Automates creation and scheduled reminder emails for milestones.
3.10. Salesforce Health Cloud
• Feature: Process Builder/Flow
• Setting: Automates patient outreach workflow for birthday and milestones using scheduled flows.
3.11. HubSpot
• Feature: Workflow Automation
• Setting: Automated milestone email workflows triggered by contact property dates.
3.12. ActiveCampaign
• Feature: Automation Builder
• Setting: Automatedly sends personalized emails via date-based automations.
3.13. Intercom
• Feature: Custom Bots & Series
• Setting: Automate milestone messages using event-triggered outbound messages.
3.14. Facebook Messenger (Meta API)
• Feature: Send API/Broadcast
• Setting: Automated bot to send milestone messages to patient contacts.
3.15. Pipedrive
• Feature: Workflow Automation
• Setting: Automate pipeline actions and messaging based on birthday fields.
3.16. Zoho CRM
• Feature: Workflow Rules
• Setting: Automatedly trigger communication on specific date fields for contacts.
3.17. Google Sheets
• Feature: Apps Script/Triggers
• Setting: Automate scanning rows for matching dates, send notifications or messages.
3.18. BambooHR
• Feature: Open API/Webhooks
• Setting: Automates notification workflows for milestone recognition in HR context.
3.19. Calendly
• Feature: Event Triggers/Workflows
• Setting: Automates communication after event completion milestones.
3.20. Airtable
• Feature: Automations
• Setting: Automatically triggers emails/SMS when “Milestone Date” field matches today.
Benefits
4.2. Reduces manual effort for neuropsychologist practices and staff by automating repetitive communication.
4.3. Automated messaging contributes to higher patient satisfaction and loyalty.
4.4. Enables scalable, error-free outreach by using automator services across communication platforms.
4.5. Supports regulatory compliance with trackable, automated patient communication records.
4.6. Improves patient retention, reduces no-shows, and automates preventive care reminders, positively impacting operational efficiency.