Patient Communication & EngagementPurpose
1.2. Automates sending reminders, check-ins, surveys, post-visit instructions, and educational content for pain management.
1.3. Automating compliance tasks, progress tracking, and proactive health alerts post-appointment.
Trigger Conditions
2.2. Patient check-out in clinic management system.
2.3. Manual staff trigger via dashboard.
2.4. Automated time delays since last appointment or patient interaction.
2.5. Patient survey completion or inactivity detection.
Platform Variants
• Feature: Automated SMS via API / Messaging Service
• Setting: Configure POST request to /Messages endpoint with patient merge variables
3.2. SendGrid
• Feature: Automated email via Transactional Templates
• Setting: Activate Send Email API with dynamic_template_data JSON payload
3.3. Mailchimp
• Feature: Automate email journeys via Customer Journeys
• Setting: Use "API-triggered emails" with patient tags and scheduled steps
3.4. Salesforce Health Cloud
• Feature: Automate flows via Process Builder or Flow
• Setting: Trigger Patient Journey Flow post-appointment
3.5. HubSpot
• Feature: Automated Workflows
• Setting: Enroll contact in follow-up workflow via Appointment Completed trigger
3.6. Microsoft Teams
• Feature: Automate reminders with Power Automate
• Setting: Flow triggers Teams message post-appointment
3.7. Zapier
• Feature: Appointment-to-multichannel automation Zap
• Setting: Triggered Zap with filter and message actions
3.8. ActiveCampaign
• Feature: Automated email/SMS sequences via Automations
• Setting: Create "After Appointment" Automation with branching logic
3.9. Google Calendar
• Feature: Event-based automated notifications
• Setting: Trigger Apps Script on calendar event end
3.10. Intercom
• Feature: Automated chat/email follow-up series
• Setting: Series trigger post-clinic event with targeted messaging
3.11. DrChrono
• Feature: Patient follow-up automation via API
• Setting: Configure POST /communications endpoint after appointment
3.12. Athenahealth
• Feature: Automated patient outreach
• Setting: Use Communication API for auto reminders on event
3.13. Freshdesk
• Feature: Automate support ticket follow-up
• Setting: Set up after-appointment ticket triggers and responses
3.14. WhatsApp Business API
• Feature: Automated messaging on WhatsApp
• Setting: Send appointment follow-up template using /messages API
3.15. Slack
• Feature: Automated internal notifications
• Setting: Workflow Builder triggers upon appointment completion
3.16. Smartsheet
• Feature: Automated reminders and alerts
• Setting: Sheet-based alert automation on patient data update
3.17. Segment
• Feature: Patient tracking automation
• Setting: Track event "appointment_completed" and trigger journey
3.18. Klaviyo
• Feature: Multi-step email/SMS flow
• Setting: Automated Flow with patient profile integration
3.19. Trello
• Feature: Workflow cards and checklist automation
• Setting: Automation rules trigger on appointment card movement
3.20. Typeform
• Feature: Automated survey dispatch post-appointment
• Setting: Integrate webhooks to send survey emails/SMS triggers
3.21. Calendly
• Feature: Automated follow-up messages
• Setting: Workflow triggers on event completion
3.22. Pipedrive
• Feature: Automate sales follow-up for new treatment plans
• Setting: Workflow Automation for "Deal Won" in medical context
Benefits
4.2. Reduces manual workload for clinical staff via automation.
4.3. Automatedly improves appointment retention and follow-up compliance.
4.4. Automator ensures all patients receive timely, personalized communication.
4.5. Automation identifies patients at risk of dropout or low satisfaction.
4.6. Automating follow-up delivers enhanced insights for quality improvement.