Patient portal updates for education and community events

Purpose

1. To automate patient portal content updates with the latest educational resources, health tips, and community event announcements for physiotherapy clinics.

2. Ensure all current and prospective patients receive timely, relevant information to boost engagement and clinic participation via automated workflows.

3. Streamline the manual process of uploading content, minimize staff workload, and enhance the consistency and reach of marketing and patient engagement efforts.

4. Automate syndication across website portals, mobile app dashboards, and email notifications to patients and prospects.

Trigger Conditions

1. New event or education content is published in the clinic’s CMS or marketing calendar.

2. Clinic staff submits updates through an intake form or back-office application.

3. Third-party event platform integrates a new local activity or talk relevant to physical therapy.

4. Scheduled quarterly/monthly patient education campaigns require automated distribution.

5. Patient completes an appointment or submits positive post-therapy feedback.

Platform Variants

1. Salesforce Health Cloud

• Function/API: Use the REST API to automate insertion and broadcast of new portal announcements and educational posts.
  

2. Epic

• Feature/Setting: MyChart API endpoint to automate patient-portal news uploads and content scheduling.
  

3. WebPT

• Function: Automate patient document and news post creation using the WebPT API `/documents` endpoint.
  

4. Athenahealth

• Feature: Automate patient education resources via the Patient Engagement API to post portal updates.
  

5. Cerner

• Setting: Automate organization announcements to the Health Portal using FHIR messaging via API.
  

6. Microsoft Teams

• Feature: Automate channel notifications for staff about new automated events and education uploads; use Graph API for posting.
  

7. Klaviyo

• Feature: Automate patient email drips for educational updates using List API and scheduled campaigns.
  

8. HubSpot

• Setting: Automate patient data segmentation and automated content email distribution using Workflows.
  

9. Twilio SMS

• Feature/Setting: Automate SMS alerts for new portal content using Messaging API and custom automation triggers.
  

10. SendGrid

• Feature/Setting: Automate educational email updates via the transactional mail API and automation rules.
  

11. Constant Contact

• Feature: Automate community event invitations through list segmentation and Campaign API.
  

12. Mailchimp

• Setting: Use Automated Journeys for periodic education and event mail campaigns.
  

13. Google Calendar

• Feature: Automator posts new event dates to patient portal and reminder emails using Calendar API.
  

14. Zapier

• Feature: Automate integration between CMS, patient portal, and communication platforms for seamless event posting.
  

15. Slack

• Setting: Automate staff channel posts highlighting new patient education content via Slack API with webhook automation.
  

16. Facebook

• Feature: Automate sharing of clinic events and educational blogs to Facebook Page via Graph API.
  

17. WordPress

• Feature: Automate embedded news and resources with REST API updates to patient portal sections.
  

18. Wix

• Feature: Automate new content blocks and event promotion banners with Wix Automations/API.
  

19. Shopify

• Feature: Automate ‘Events’ or ‘Education’ content blocks for patient retail portals using Shopify Custom Apps/API.
  

20. Google Sheets

• Setting: Automate spreadsheet-driven patient list segmentation and merge for personalized portal announcements using Google Apps Script.
  

21. Forms (Typeform/Jotform/Google Forms)

• Setting: Automate intake forms to trigger content and event automatedly added to portal feeds using API webhooks.
  

Benefits

1. Automates repetitive updates, reducing admin workload.

2. Ensures up-to-date, relevant information is always available for patients.

3. Consistency in communication and faster time-to-publish for education and event content via automation.

4. Multi-channel synthetization of messaging by automating across email, portal, SMS, and app.

5. Maximizes marketing and patient engagement ROI through targeted, automated flows.

6. Enables precise tracking and analytics of patient interactions with automated content and community offerings.