Automatic follow-up reminders for test results and consultations

Purpose

1.1. Automate the sending of follow-up reminders for pending test results and upcoming or overdue consultations for patients managed by pathologists.
1.2. Automates both patient engagement and compliance by ensuring no patient is missed due to manual error.
1.3. Automates reminders across multiple communication channels (SMS, email, calls, messaging apps) to maximize patient response rate.
1.4. Purpose-built for improving operational efficiency, patient satisfaction, and speeding up turnaround for results or appointments, while reducing staff workload in pathology-focused practices.

Trigger Conditions

2.1. Automator triggers when a new test result is available but not yet communicated to a patient.
2.2. Automatedly triggers when a scheduled consultation is 24/48/72+ hours away or overdue.
2.3. Automation runs when a result is marked for follow-up by a pathologist but status remains unresolved after X days.
2.4. Automatable custom triggers can include unread status in patient portal, lab status change, or CRM action.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate "Programmable SMS" for scheduled or event-driven reminder dispatch; configure sender number, template, patient phone field, and schedule interval.
3.2. SendGrid
• Feature/Setting: Automate "Transactional Email API"; set up templates, recipient email integration, event webhook for delivery tracking.
3.3. Outlook 365
• Feature/Setting: Automate "Send Email (V2)" in Outlook connector; configure automated subject, template, recipient, and schedule via calendar logic.
3.4. Gmail API
• Feature/Setting: Automate "users.messages.send"; configure patient recipient, body text, urgent flag, resend logic.
3.5. HubSpot CRM
• Feature/Setting: Automate workflow action "Send Email" or "Create Task"; configure trigger via deal stage (test result ready) and assign reminders.
3.6. Salesforce
• Feature/Setting: Automate "Process Builder/Flow" to send automated reminders based on 'Case Status' or 'Task Due' criteria; configure message template and recipient.
3.7. Zoho CRM
• Feature/Setting: Automate "Workflow Rules"; set up email/SMS reminders triggered by custom field (test result date) or pending follow-up.
3.8. WhatsApp Business API
• Feature/Setting: Automate sending pre-approved message templates with placeholders for dates, result status, and consult time.
3.9. Slack
• Feature/Setting: Automate "Scheduled Messages" or bot DM using Slack API when consultation/test result milestones are met; configure reminders for internal staff or patients in Slack Connect channels.
3.10. Microsoft Teams
• Feature/Setting: Automate "Adaptive Card" notifications or bot posts; schedule reminders for care coordinators.
3.11. Freshdesk
• Feature/Setting: Automate "Ticket Trigger" to send reminder email/SMS when ticket (test result review) remains open X days.
3.12. PagerDuty
• Feature/Setting: Automate "Incident Trigger" for unresolved test result or consult needs; assign to care team with escalations.
3.13. Mailgun
• Feature/Setting: Automate "Send Message API"; set up time-based triggers with dynamic templates for reminders.
3.14. ActiveCampaign
• Feature/Setting: Automate "Automations" for email/SMS trigger on patient activity or status change in medical record.
3.15. Intercom
• Feature/Setting: Automate "Outbound Message" or in-app reminder when user journey hits result-waiting or consult-scheduled node.
3.16. ClickSend
• Feature/Setting: Automate SMS/Email/Voice reminders with "Scheduled Campaign" feature, linked to patient info export.
3.17. Plivo
• Feature/Setting: Automate "SMS API" to dispatch test result reminders or consult confirmations via API call on cron schedule.
3.18. RingCentral
• Feature/Setting: Automate "RingOut" or SMS to call or text patient/clinic about test result status or overdue consults.
3.19. Zendesk
• Feature/Setting: Automate "Triggers" to email/SMS patient when pathology ticket has not been closed by staff within target window.
3.20. eClinicalWorks EHR
• Feature/Setting: Automate "Messenger" to push reminders based on clinical event (test available or consult scheduled/check-in required) for patients.
3.21. Meditech
• Feature/Setting: Automate result and appointment reminders via "Patient Portal Messaging"; configure trigger based on lab completion or consult timeline.
3.22. Epic Systems
• Feature/Setting: Automate "MyChart" notifications with custom alert rules mapped to pathology workflows.
3.23. Google Calendar
• Feature/Setting: Automate "Event Reminder" for consultations and result pickups, mapped to patient appointments.
3.24. Calendly
• Feature/Setting: Automate follow-up email and SMS reminders on booked test review appointments or if patient is no-show.

Benefits

4.1. Automates follow-up workflows, saving staff time and reducing admin workload.
4.2. Ensures timely and consistent communication with patients, improving outcome and satisfaction.
4.3. Reduces risk of missed follow-ups or non-compliance, boosting revenue and patient safety.
4.4. Enables custom, scalable, and multi-channel automation, meeting diverse patient needs.
4.5. Improves pathologist focus on clinical duties by automating repetitive follow-up actions.
4.6. Enables audit trail and compliance via automated logs and notifications management.