Medication Adherence Check-In Sequence
A done-for-you healthcare automation built for the Care Management Nurse, connecting Twilio, Slack, and Google Sheets so the work below happens on its own.
What this automation does, step by step
Patients on medications that require close monitoring, such as anticoagulants or insulin, are automatically enrolled in a periodic check-in sequence that asks by text whether doses are being taken as prescribed and whether any side effects have come up.
Responses indicating a missed dose or a concerning side effect are routed immediately to the care management nurse for same-day follow-up, while routine on-track responses are logged silently to the patient's chart between visits.
The check-in cadence adjusts automatically based on medication risk level, with higher-risk medications triggering more frequent messages.
This gives the care management nurse consistent visibility into how patients are actually doing with their medications between visits, instead of only finding out about a problem at the next scheduled appointment.
- EHR with API access (e.g., athenahealth or eClinicalWorks)
- Zapier or Make.com
- Twilio (adherence check-in texts)
- Google Sheets (response tracking)
- Slack (nurse alert routing)
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
The manual approach means a care management nurse handles each case reactively, after someone has already noticed something went wrong. Over a month, those small manual steps add up to a significant amount of lost time.
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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