Care Plan Task Reminder Sequence
A done-for-you healthcare automation built for the Chronic Care Manager, connecting Twilio and Mailchimp so the work below happens on its own.
What this automation does, step by step
Patients with a documented care plan automatically receive reminders for specific between-visit tasks, logging a blood pressure reading, completing a physical therapy exercise, refilling a maintenance medication, instead of the care plan's between-visit instructions being handed over once at the appointment and then left entirely up to the patient to remember.
The chronic care manager can see task completion rates by patient, catching disengagement early enough to intervene with a phone call, and patients who receive consistent task reminders show measurably better adherence to their care plan than patients managing it entirely on their own.
- Practice management platform (e.g., athenahealth or Kareo)
- Zapier or Make.com
- Twilio (SMS)
- Mailchimp or email
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Left unautomated, a chronic care manager spends hours on the parts of this job that don't require judgment: copying data, sending reminders, and tracking status by hand. None of it is difficult, it's just slow, repetitive, and easy to fall behind on.
With this automation
- Status updates triggered by real milestones in your systems
- Support requests routed to the right owner with full context
- Escalations when a response deadline is about to slip
- Fewer inbound status calls for your front desk
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