Patient Onboarding and CommunicationPurpose
1.2. Automation ensures every patient receives timely, compliant, and consistent reminders, helping physician assistants focus on care delivery.
1.3. Automated reminders can include appointment details, preparation instructions, reschedule links, and follow-up tasks.
1.4. Automating reminders enhances patient engagement, optimizes clinic schedules, and supports adherence to medical advice.
Trigger Conditions
2.2. Time-triggered automation (e.g., 24/48 hours before appointment).
2.3. Appointment status change or patient-initiated rescheduling.
2.4. Automatedly triggered after initial patient onboarding sequence.
Platform Variants
• Feature/Setting: Use SMS API; configure webhook to trigger POST request on appointment creation; sample: send automated SMS via `POST /Messages` endpoint.
3.2. SendGrid (Email)
• Feature/Setting: Use SendGrid Mail Send API; set automation to trigger on new appointments; sample: `POST /mail/send` with dynamic template.
3.3. Mailgun (Email)
• Feature/Setting: Automate email via Mailgun API; set recipient, appointment data; sample: `POST /messages` with scheduling variable.
3.4. Nexmo/Vonage (SMS)
• Feature/Setting: SMS API endpoint; automate POST `/sms/json` call with patient phone and message.
3.5. Plivo (SMS, voice)
• Feature/Setting: Use Message API; automate reminder dispatch on `/v1/Account/{auth_id}/Message/`.
3.6. AWS Simple Notification Service (SNS) (SMS/email)
• Feature/Setting: Automate publish action on SNS Topic for appointment type.
3.7. Microsoft Outlook 365 (Email)
• Feature/Setting: Automated email via Microsoft Graph `sendMail` API triggered by appointment events.
3.8. Zapier Email Parser (Email automation)
• Feature/Setting: Automator parses new appointments from inbox, triggers automated email reminders.
3.9. Google Workspace (Gmail API)
• Feature/Setting: Automate email dispatch using Gmail API `users.messages.send` function.
3.10. Slack (Direct messages)
• Feature/Setting: Automation sends DM reminders with `chat.postMessage` for internal use.
3.11. Freshdesk (Email automation)
• Feature/Setting: Set automation rules to send reminders to patients based on ticket contacts.
3.12. HubSpot (Workflows, email)
• Feature/Setting: Automate email workflows triggered by appointment property updates.
3.13. ActiveCampaign (Email/SMS automation)
• Feature/Setting: Set up automated campaigns and triggers for appointment dates.
3.14. Salesforce (Process Builder/Flows)
• Feature/Setting: Use Flow Builder to automate email/SMS through integrated services on status change.
3.15. Oracle Eloqua (Campaigns)
• Feature/Setting: Automate campaign workflow triggering for appointment reminders.
3.16. PagerDuty (Voice/SMS)
• Feature/Setting: Set automated escalation policies to notify patients/providers.
3.17. Intercom (Messenger/email automation)
• Feature/Setting: Automated message sequences based on appointment triggers.
3.18. WhatsApp Business API
• Feature/Setting: Automate WhatsApp automated reminder sends via `/messages` endpoint.
3.19. Telegram Bots
• Feature/Setting: Use bot API to automate messages with appointment info.
3.20. ClickSend (SMS/Email)
• Feature/Setting: Automate SMS/email dispatch using REST API with appointment variables.
Benefits
4.2. Improves patient show rates with automatedly delivered, personalized reminders.
4.3. Optimizes staff productivity with seamless communications automation.
4.4. Enables automatable workflows for compliance documentation and appointment verification.
4.5. Provides trackable, consistent, and timely patient engagement, boosting satisfaction through automation.
4.6. Scales automator capability to coordinate high volumes of reminders across locations, channels, and patient segments.
4.7. Reduces operational errors by automating time- and event-triggered communication, supporting medical practitioner efficiency.