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Send post-treatment reminder and follow-up messages to patients

Automatically monitor event ended appointments across Google Calendar and messaging tools. Get reminder messages when treatment markers match, contacts parse, or phone and email existβ€”so you can rebook patients, reduce manual follow-up, and keep outreach consistent.

How this automation boosts patient rebooking

When treatment appointments end, delays can cause patients to miss rebooking windows. This automation extracts contacts, schedules staged SMS and email reminders, and sends follow-upsβ€”so your team can respond without manual follow-up.

  1. 1.Detect ended appointment events

    Integrate Google Calendar and scheduling tools to detect ended appointment events to start staged outreach.

    Google Calendaror swap with your favorite app
  2. 2.Filters qualifying treatment events

    Integrate Filter by Zapier and rule checks to continue only for qualifying events to gate outreach.

    Filter by Zapieror swap with your favorite app
  3. 3.Extracts phone and email from event text

    Integrate AI by Zapier and parsing tools to extract one phone number and one email address to personalize delivery.

    AI by Zapieror swap with your favorite app
  4. 4.Waits 7 days before first send

    Integrate Delay by Zapier and scheduling workflows to wait 7 days to time the first outbound message.

    Delay by Zapieror swap with your favorite app
  5. 5.Sends staged SMS reminders

    Integrate ClickSend SMS and message templating to send staged SMS reminders to reach patients when a phone is present.

    ClickSend SMSor swap with your favorite app
  6. 6.Sends follow-up email reminders

    Integrate Gmail and email templating to send follow-up email reminders to reach patients when an email is present.

    Gmailor swap with your favorite app

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Calendly
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Allstate
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Webflow
Canva
Sysco
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Getaround
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HelloFresh
Lululemon
Barry's
Hopper
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The New York Times
Ruggable
Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

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  1. Step 1

    Connect your tools

    Bring your apps together so information can move automatically between the tools your team already uses.

  2. Step 2

    Define the trigger

    Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.

  3. Step 3

    Automate and measure

    Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.

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