Purpose
1. Automate the segmentation of dental patient lists for prosthodontists using demographics (age, gender, location) and treatment history (consultation dates, treatment types, recall schedules) to enhance automated marketing, personalized communication, targeted campaigns, and optimized patient engagement.
2. Automating this process enables prosthodontic practices to automatically tailor outreach for new patients, recall reminders, targeted promotions, and educational content, increasing efficiency and reducing manual sorting.
3. Enables auto-segmentation for insurance eligibility, treatment acceptance rates, and high-value patient identification, making automated engagement automatable for scaling patient acquisition and retention campaigns.
Trigger Conditions
1. New patient registration events are automated triggers for segmentation flows.
2. Automated updates in EHR/CRM (Electronic Health/Patient Record or CRM), such as treatment completed or demographic change, initiate real-time re-segmentation flows.
3. Automated response when a patient completes specific treatment milestones, triggers segmentation into relevant follow-up or recall lists.
4. Scheduled automator runs (e.g., nightly batching) to ensure timely automated list refreshes based on recent data.
Platform Variants
1. Salesforce Health Cloud
- Feature/Setting: Process Builder automation using patient demographic fields and Health Cloud API for treatment history segmentation.
- Sample Config: Configure Process Builder to trigger on new patient or treatment fields; call `/services/data/vXX.X/sobjects/Patient__c`.
2. HubSpot
- Feature/Setting: Automated list segmentation using custom contact filters from properties and automated workflows.
- Sample Config: Use Active Lists with logic: Age ≥ 55 AND Latest Treatment = ‘Implant’.
3. Microsoft Dynamics 365 CE
- Feature/Setting: Automated Segmentation via Dynamic Marketing Lists and Power Automate Flow; connect to Patient Entities.
- Sample Config: Automate flow triggers when `TreatmentStatus` field changes in Patient Entity.
4. Epic Systems (EHR)
- Feature/Setting: Automation via Reporting Workbench and Clarity extracts filtered by demographics/treatment; FHIR API (`/Patient` & `/Procedure`).
5. Cerner Millennium (EHR)
- Feature/Setting: Use Automated Clinical Workflows and HealtheIntent population health segmentation APIs.
6. Google Cloud Healthcare API
- Feature/Setting: Automate FHIR Search with demographic or treatment parameters to create segmented lists (`/Patient` and `/Encounter`).
7. AWS HealthLake
- Feature/Setting: Automates patient cohort segmentation using structured query and AWS Lambda automation.
8. Twilio Segment
- Feature/Setting: Use Identify and Group APIs to automate creation of targeted patient cohorts for campaigns.
9. Zoho CRM
- Feature/Setting: Automation Rules for custom list segmentation with workflow rules on custom fields.
10. Keap (Infusionsoft)
- Feature/Setting: Automated Dynamic List segmentation using tags triggered by demographic or treatment activity API calls.
11. Mailchimp
- Feature/Setting: Automated Segments via API; triggers from EHR/CRM webhook. Config: `/lists/{list_id}/segments`.
12. Constant Contact
- Feature/Setting: Automated list building with segmentation API; workflow on new contact or tag update.
13. Klaviyo
- Feature/Setting: Automate list/smart segments via Profile API using demographic/treatment data.
14. Intercom
- Feature/Setting: Automator rules using custom attributes for messaging segmentation.
15. ActiveCampaign
- Feature/Setting: Automate list segmentation with Conditions/Triggers using contact or custom field data.
16. Freshworks CRM
- Feature/Setting: Automated smart segments using custom field workflows triggered by patient activities.
17. Pipedrive
- Feature/Setting: Automate segmentation through Smart Contact Data and workflow automation.
18. SendGrid
- Feature/Setting: Recipient Lists with automated segmentation using Custom Field APIs.
19. Zendesk
- Feature/Setting: Automate user segments with custom group tags and triggers based on support/treatment history.
20. Segment (by Twilio)
- Feature/Setting: Audience builder automates patient grouping based on traits and events via API.
21. Google Sheets
- Feature/Setting: Automation via Apps Script or Zapier trigger to sort or filter based on incoming demographic/treatment data.
22. Tableau
- Feature/Setting: Automate visual cohort segmentation with custom dashboards linked to patient data sources.
23. Slack
- Feature/Setting: Automated notifications for segment creation using workflow builder and incoming patient data triggers.
Benefits
1. Automated segmentation enables hyper-targeted patient communication and automates patient journey mapping.
2. Manual errors are minimized with automators ensuring accuracy and timely updates.
3. Scalable patient engagement automation improves retention and maximizes ROI on marketing automation efforts.
4. Automating list logic enables data-driven decision making, allowing for rapid iteration and continuous improvement of engagement strategies.
5. Enhanced compliance via automated data handling and auditing in segmentation flows.