Patient Onboarding and RegistrationPurpose
1.2. Automatedly reduce no-shows and improve patient preparedness by sending timely reminders.
1.3. Automation ensures patients receive confirmation, directions, and pre-visit instructions.
1.4. Automate multilingual SMS outreach to diverse patient demographics.
1.5. Automate the documentation of all reminder activities in patient records for compliance.
1.6. Automated integration of reminders with EHR systems for seamless practice workflow.
1.7. Automate escalation with secondary reminders if the first notification is not acknowledged.
Trigger Conditions
2.2. Update or rescheduling of an existing appointment.
2.3. Time-based triggers: 48h, 24h, and 2h before the appointment.
2.4. Patient registration flagged as incomplete or missing documents.
2.5. Status change detected indicating a new non-confirmed booking.
Platform variants
3.1. Twilio
• Feature/Setting: SMS API; "Messages" endpoint, configure sender number, automate message content with patient/appointment merge fields.
• Sample: Use POST to /2010-04-01/Accounts/{AccountSid}/Messages.json with appointment data.
3.2. Nexmo (Vonage)
• Feature/Setting: SMS API, "Send an SMS" function, automate messages with webhook triggers.
• Sample: POST to https://rest.nexmo.com/sms/json with recipient and message template.
3.3. SendGrid
• Feature/Setting: Twilio Email-to-SMS integration, or SendGrid Event Webhooks for email-based reminders.
• Sample: Configure Dynamic Template with appointment variables, automate scheduled sends.
3.4. Plivo
• Feature/Setting: Message API, use "/v1/Account/{auth_id}/Message/" endpoint to automate healthcare reminders.
3.5. MessageBird
• Feature/Setting: SMS API, automate messages via Flow Builder, set triggers based on Google Calendar integration.
3.6. ClickSend
• Feature/Setting: SMS API’s "/sms/send" endpoint, automate reminders with recipient personalization.
3.7. RingCentral
• Feature/Setting: SMS/Glip messaging API, automate patient reminders via scheduled POST requests.
3.8. Slack
• Feature/Setting: Incoming webhooks, automate internal staff alerts for unconfirmed appointments.
3.9. WhatsApp Business API (Meta)
• Feature/Setting: Automated WhatsApp template messages for patients preferring WhatsApp SMS channels.
3.10. Podium
• Feature/Setting: Automated patient text reminders, configure message schedule within Podium dashboard.
3.11. Salesforce Health Cloud
• Feature/Setting: Process Builder or Flow Automator to automate SMS/email via integrated SMS partners.
3.12. ActiveCampaign
• Feature/Setting: Automation builder, trigger SMS on “Appointment Creation” event; personalize with tags.
3.13. Firebase Cloud Messaging
• Feature/Setting: Automated push notifications for app users, configure in-app triggers for appointment reminders.
3.14. Zapier
• Feature/Setting: Automate workflow that triggers on new appointment, sending SMS/email via third-party API action.
3.15. Zoho CRM
• Feature/Setting: Workflow automation to send SMS or email reminders based on appointment module.
3.16. HubSpot
• Feature/Setting: Automated workflows for SMS/email reminders, customizable delay/timing.
3.17. Microsoft Power Automate
• Feature/Setting: Template-driven SMS/email automation using connector for SMS or healthcare management system.
3.18. Jotform
• Feature/Setting: Appointment form enables autoresponder SMS/email on submission or update.
3.19. Medesk
• Feature/Setting: Automated patient communication module, configure SMS reminders for appointment status changes.
3.20. OhMD
• Feature/Setting: SMS-based appointment reminders triggered automatically from EHR integration.
3.21. Kareo
• Feature/Setting: Automated patient engagement, schedule SMS reminders before OB/GYN visits.
3.22. SimpleTexting
• Feature/Setting: Automated SMS campaign triggered by calendar event or uploaded CSV with patient data.
3.23. Bitrix24
• Feature/Setting: Automated SMS via workflow designer, triggered on CRM booking status.
3.24. Google Calendar API
• Feature/Setting: Automate detection of upcoming events; trigger SMS via paired integrations.
Benefits
4.2. Automates compliance with healthcare communication protocols.
4.3. Automated workflows increase staff productivity and satisfaction.
4.4. Automates delivery of consistent information to every patient.
4.5. Automator ensures auditability of every reminder, supporting legal recordkeeping.
4.6. Automation improves patient experience with timely, relevant notifications.
4.7. Automatable and scalable for clinics of any size or location.
4.8. Automating multilingual support boosts engagement in diverse communities.
4.9. Automation of escalation strategies further reduces unconfirmed appointments.