Communication and Patient EngagementPurpose
1.2. Automatedly accommodate patient preferences, confirm appointment bookings, and follow HIPAA-compliant processes.
1.3. Automator handles complex coordination, managing reminders, cancellations, and dynamic change notifications seamlessly.
Trigger Conditions
2.2. Patient confirmation received or updated.
2.3. Automated pre-session reminders based on scheduled appointment times.
2.4. Manual trigger by staff via quick action panel.
2.5. System-detected conflicts or cancellations auto-trigger updated link distribution.
Platform Variants
• Feature/Setting: Automate SMS delivery of unique session links. Configure phone and messaging template in API call.
3.2. SendGrid (Transactional Email API)
• Feature/Setting: Automates email with session link as dynamic template variable. Configure sender, recipient, and template ID.
3.3. Zoom (Meetings API)
• Feature/Setting: Automate meeting creation, retrieve join URL, then distribute link. Configure API credentials & meeting settings.
3.4. Google Calendar API
• Feature/Setting: Automate event creation with embedded session link and attendee notifications. OAuth and event resource required.
3.5. Outlook Graph API
• Feature/Setting: Automator sends invites by automatedly creating events with join link in body. Set attendee array and link data.
3.6. Microsoft Teams (Create Online Meeting API)
• Feature/Setting: Automate meeting scheduling, extract meeting join info, distribute via email/SMS.
3.7. Slack (Chat.PostMessage API)
• Feature/Setting: Automate direct message to patient/guardian or care team with session link. Set channel/user and message text.
3.8. WhatsApp Business API
• Feature/Setting: Automated session link delivery as templated WhatsApp text. Set receiver number, message template, and personalization.
3.9. Doxy.me (API link generator)
• Feature/Setting: Automate link generation and copy-paste into patient message immediately.
3.10. VSee (API integration)
• Feature/Setting: Automator retrieves session link upon booking and automates distribution via email/text.
3.11. RingCentral (SMS API)
• Feature/Setting: Configure SMS endpoint, automate message dispatch with embedded video link.
3.12. Mailgun (Messages API)
• Feature/Setting: Automate outbound email with telehealth session link and personalized fields.
3.13. Salesforce Health Cloud (Einstein Activity Capture API)
• Feature/Setting: Automates scheduling records with session link attached, emails automatedly generated.
3.14. Freshdesk (Notifications API)
• Feature/Setting: Automate ticket updates to attach session links, notify by SMS/email.
3.15. Zendesk (Tickets API)
• Feature/Setting: Automator injects join URL into support ticket update and automatedly triggers notification.
3.16. HubSpot (Workflows API)
• Feature/Setting: Automated workflow emails with individualized telehealth access link.
3.17. Intercom (Messages Endpoint)
• Feature/Setting: Automate in-app or push notification delivery with telehealth details.
3.18. Calendly (Webhooks API)
• Feature/Setting: Automator listens for a new booking, uses webhook to fetch link, and triggers distribution.
3.19. ZoomInfo Engage (Automated Sequences)
• Feature/Setting: Add session links dynamically in reminder sequence steps.
3.20. Vonage (SMS/Messaging API)
• Feature/Setting: Configure the platform to automate SMS/WhatsApp/push with the telehealth join link.
Benefits
4.2. Reduces missed appointments by automating timely notifications and reminders.
4.3. Improves patient satisfaction through reliability and preference-based delivery automation.
4.4. Enables auditable, HIPAA-compliant tracking of every automated communication.
4.5. Supports scale-up by automating multi-channel, high-volume link transmissions across many appointments.