Patient Scheduling & Management AutomationsPurpose
1.2. Automates the sending of SMS or email reminders based on upcoming appointments scheduled in the dental practice's database or electronic health record (EHR).
1.3. Enables periodontology clinics to send personalized, compliance-friendly reminders, automatedly adjusting for rescheduling or cancellations.
1.4. Enhances appointment adherence, automates notification workflows, and ensures HIPAA-compliant communication.
Trigger Conditions
2.2. Can automate triggers on missed/cancelled appointments to send follow-ups.
2.3. Trigger automator listens for status change in EHR, practice management software, or calendar system.
2.4. Automates on criteria such as appointment type or patient preferences.
Platform Variants
• Feature/Setting: Configure "Messaging Services" API, set automated SMS template, and map patient phone fields; e.g., automated reminder: "Your periodontist appointment is tomorrow at 2PM."
3.2. SendGrid
• Feature/Setting: Use "Dynamic Transactional Templates" API, automate template trigger via EHR webhook; sample use: personalized patient reminder email.
3.3. Mailgun
• Feature/Setting: Automate email sends through "Messages API" with scheduled triggers based on appointment times.
3.4. Nexmo (Vonage)
• Feature/Setting: "SMS API" automates outbound reminders; configure sender ID and template matching.
3.5. Plivo
• Feature/Setting: Automate via "Messaging API", integrating appointment data for real-time reminders.
3.6. ClickSend
• Feature/Setting: Automate SMS/Email using "REST API" for templated appointment reminders.
3.7. Amazon Simple Email Service (SES)
• Feature/Setting: Automate emails using SES "SendEmail" API, integrated with practice scheduling updates.
3.8. Amazon Simple Notification Service (SNS)
• Feature/Setting: Automate SMS triggers for reminders; configure topics to listen for appointment events.
3.9. Microsoft Outlook 365
• Feature/Setting: Automate appointment reminders with "Calendar API" + "Send Mail" flow.
3.10. Google Workspace (Gmail/Calendar)
• Feature/Setting: Automate email reminders via "Calendar Events" and "Gmail API"; combines calendar trigger with scheduled email send.
3.11. Salesforce Health Cloud
• Feature/Setting: "Process Builder" automates SMS/email based on appointment object changes.
3.12. HubSpot
• Feature/Setting: Automate sequences with "Workflows" triggered by appointment properties.
3.13. Zoho CRM
• Feature/Setting: Use "Workflow Rules" and "Email/SMS Automation" for appointment reminders.
3.14. ActiveCampaign
• Feature/Setting: Automate reminders using "Automations" with Appointment tag triggers for SMS/email.
3.15. Klaviyo
• Feature/Setting: "Flows" automate email/SMS reminders to segmented patient lists.
3.16. Smartsheet
• Feature/Setting: "Automations" sends notification based on date column/criteria change.
3.17. Slack
• Feature/Setting: Use "Scheduled Messages" via API to automate direct reminder messages to internal staff.
3.18. Calendly
• Feature/Setting: Automate reminders via "Reminders" configuration or webhook API.
3.19. WhatsApp (Twilio)
• Feature/Setting: Automate WhatsApp reminders via Twilio's "WhatsApp API" mappings.
3.20. Jotform
• Feature/Setting: Automate appointment reminders using "Autoresponder Email" trigger on new submission.
3.21. RingCentral
• Feature/Setting: Use "SMS API" for automated patient reminders linked to appointment calendar.
3.22. Intercom
• Feature/Setting: "Outbound Messages" automatedly sent on appointment date approaches.
Benefits
4.2. Automated reminders decrease patient no-show rate.
4.3. Supports automating multi-channel (SMS, email, WhatsApp) communications for greater outreach.
4.4. Automates scalable, HIPAA-compliant contact with patients.
4.5. Enables instant, automated rescheduling and follow-up due to missed appointments.
4.6. Automation supports custom messaging for targeted appointment types or high-risk patient segments.