Automated follow-up reminders for eye check-ups

Purpose

1. Automate the sending of follow-up reminders for eye check-up appointments, reducing no-shows and improving patient retention.

2. Ensure timely communication by automating personalized reminders via multiple channels (SMS, email, voice, and push).

3. Facilitate compliance by automating record-keeping of reminders sent, triggering escalations when appointments are missed.

4. Streamline staff workload by automating operational tasks for patient management within eyecare and optometry practices.

Trigger Conditions

1. Scheduled follow-up date approaches (e.g., 1 week prior, 3 days prior, day of appointment).

2. Patient receives prescription indicating a required follow-up eye check-up.

3. Patient is overdue and no follow-up appointment is booked.

4. Patient requests reminder via online booking or in-office form.

5. Update in Practice Management System (PMS) marks patient for follow-up.

Platform Variants

1. Twilio SMS

• Feature/Setting: SMS Messaging API — automate sending templated SMS reminders to patient mobile numbers (Configure API endpoint: /Messages).
  

2. SendGrid

• Feature/Setting: Transactional Email API — automate delivery of reminder emails with appointment details (Configure API: /mail/send).
  

3. WhatsApp Business API

• Feature/Setting: Automated WhatsApp Messages — automate patient reminders through WhatsApp (Set up template message endpoint: /messages).
  

4. Slack

• Feature/Setting: Scheduled Messages — automate internal reminders to staff about patient follow-ups (Configure chat.scheduleMessage).
  

5. Microsoft Outlook 365

• Feature/Setting: Calendar Invite Automation — automate calendar invites and reminders for patients and staff (Configure Events API: /me/events).
  

6. Google Calendar

• Feature/Setting: Automated Event Creation — automate patient appointment and follow-up event creation (Configure API: /calendars/events).
  

7. Zoom

• Feature/Setting: Webinar/Meeting Reminder — automate sending reminders for virtual follow-up consultations (Configure Webinar Registrant Reminder).
  

8. HubSpot

• Feature/Setting: Workflow Automation — automate reminders using marketing workflow for patients with upcoming appointments (Use Custom Workflows).
  

9. Salesforce Health Cloud

• Feature/Setting: Process Builder/Flow Automation — automate scheduling and delivery of follow-up reminders (Configure Process Triggered Flows).
  

10. Mailchimp

• Feature/Setting: Automated Reminder Campaigns — automate segmented email reminders for eye check-ups (Use Automations - Appointment Reminder).
  

11. Zendesk

• Feature/Setting: Triggered Ticket Automation — automate creation of patient follow-up tickets for missed appointments (Configure Trigger Rules).
  

12. ActiveCampaign

• Feature/Setting: Automation Workflows — automate multi-step reminder sequences across SMS and email (Configure Automations Panel).
  

13. Facebook Messenger API

• Feature/Setting: Automate Messenger Bots — deliver reminders and confirmations through Messenger chatbot (Use Send API /messages).
  

14. Intercom

• Feature/Setting: Automated Messages — automate patient reminders with targeted in-app and email messaging (Set up Series).
  

15. PatientPop

• Feature/Setting: Automated Patient Communications — automate follow-up reminders to streamline scheduling and retention (Activate Reminders Module).
  

16. Google Sheets

• Feature/Setting: Automated Row Triggers — trigger reminders when a new follow-up is recorded (Configure Apps Script or Add-on triggers).
  

17. Asana

• Feature/Setting: Task Automation — automate team reminders for follow-up task assignments (Use Rules: Task Due Date).
  

18. Monday.com

• Feature/Setting: Date-based Automation — automate notifications based on appointment follow-up dates (Configure Automations Recipes).
  

19. DocuSign

• Feature/Setting: Automated Follow-Up Signatures — automate reminders for consent forms before eye check-ups (Configure Envelope Reminders).
  

20. Shopify

• Feature/Setting: Automated Notification Workflow — automate aftercare reminders tied to purchases of eyecare products (Configure Order Notification App or API).
  

21. Tableau

• Feature/Setting: Automated Report Distribution — automate follow-up compliance reporting for management oversight (Use Subscription & Alerts).
  

22. RingCentral

• Feature/Setting: Automated Voice Reminders — automate calling patients with voice reminders for bookings (Configure Voice API: /calls).
  

Benefits

1. Automates patient communications, raising attendance and satisfaction.

2. Automates workload, freeing up staff from repetitive manual reminders.

3. Automatedly escalates missed appointments for staff intervention.

4. Automating follow-up reminders optimizes revenue by reducing no-shows.

5. Automates compliance tracking, ensuring auditable patient record-keeping.

6. Enables multi-channel automatable reminders, adapting to patient preferences.

7. Automates reporting and oversight for practice managers.