Post-Visit Care Instruction Automation
A done-for-you healthcare automation built for the Clinical Care Coordinator, connecting Twilio and Airtable so the work below happens on its own.
What this automation does, step by step
The moment a visit is marked complete in the schedule, this automation matches the visit type, whether it's a wellness check, a minor procedure, or a chronic care follow-up, against a library of pre-approved care instructions and sends the corresponding summary to the patient by text and email within minutes of checkout.
Instructions include medication timing, activity restrictions, and a clear list of symptoms that warrant a call back to the office.
Patients discharged after a procedure receive a follow-up check-in message 48 hours later asking how they're recovering, with any concerning response routed straight to the clinical care coordinator.
Offices report meaningfully fewer same-day callback questions once patients leave with clear, visit-specific instructions instead of a generic printed sheet.
- EHR with API access (e.g., athenahealth or eClinicalWorks)
- Zapier or Make.com
- Twilio (text summaries)
- Email (visit summary delivery)
- Airtable (instruction template library)
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 version of this puts the entire workload on a clinical care coordinator, who has to juggle phone calls, emails, and spreadsheets just to keep things moving. It rarely feels urgent in the moment, but it adds up fast.
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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