The Challenge
Why this matters
Healthcare organizations face real, measurable pain in patient communication workflows. Here's what we see every day.
No post-visit follow-up
Most practices don't follow up after appointments. Patients feel forgotten and are less likely to return or recommend the practice.
Welcome messages sent manually (or never)
New patient welcome messages are a proven engagement booster, but most practices don't send them because the process is manual.
Symptom follow-up depends on staff memory
When a patient is prescribed a new medication or flagged for a condition, follow-up communication relies on staff remembering to call.
Patient data inconsistent across channels
Phone numbers, addresses, and names formatted differently in each system cause messages to fail or reach the wrong person.
Solutions
AI Workflows We Build
6 AI workflows we build and manage for patient communication. Click any card to see how we deliver it.
Welcome SMS for New Patients
When a new patient record is created in EHR, automatically send a personalized welcome message.
Post-Visit Check-In SMS
After an appointment is marked complete in EHR, send a check-in message with survey link.
New Patient Admin Task Notifications
When a new patient is created in EHR, notify admin team of required tasks (insurance verify, records request, etc.).
Symptom-Based Follow-Up Alerts
When clinical notes flag a specific condition or medication, automatically trigger follow-up communication.
Multi-System Patient Creation
When a patient is added to EHR, automatically create matching records in all communication tools.
Cross-System Data Standardization
When a patient record is updated, automatically apply formatting rules across all connected systems.
Process
How It Works
Unlike self-serve platforms, we handle everything. Three steps to AI-powered patient communication workflows.
1. Assess
We audit your current patient communication workflows, identify bottlenecks, and map which automations deliver the highest ROI.
2. Build
We configure integrations, build automation pipelines, and test everything with your real data before going live.
3. Run
We monitor, maintain, and optimize your automations on an ongoing basis. You focus on patients, we handle the tech.
Integrations
Systems We Connect
We connect with 100+ healthcare systems. Here are the tools we integrate most often for patient communication.
Don't see your system? Contact us — we integrate with virtually any healthcare platform via API, HL7, or FHIR.
FAQ
Frequently Asked Questions
How do automated welcome messages work?
When a new patient is created in your EHR, we pull their name, provider, and first appointment, then send a personalized SMS via Twilio or Spruce within minutes.
Can you send post-visit check-ins automatically?
Yes. When an appointment is marked complete in the EHR, we trigger a check-in SMS with a satisfaction survey link after a configurable wait period.
Do you support both SMS and email?
We build multi-channel communication workflows using Twilio for SMS, SendGrid for email, and Spruce for HIPAA-compliant messaging.
How do you handle patient data consistency?
We build normalization rules that standardize phone numbers, addresses, and names across all connected systems automatically.
Can communication be triggered by clinical events?
Yes. We configure triggers based on EHR notes, medication prescriptions, or lab results to automatically send follow-up alerts to patients and care teams.
Ready to Automate Patient Communication?
Book a free assessment and we'll map your patient communication workflows, identify quick wins, and show you exactly what we'd automate first.