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Appointment Management with EHR Integration

Created by: Twilio
  • Studio
  • SMS
  • JavaScript
  • COVID use case
  • Quick Deploy
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Info

Regulations require that you first register your number to use these resources to send SMS traffic to US and Canadian mobile destinations. If you are sending to Canada or the US and have not already done so, please see our documentation to register your Twilio phone number(link takes you to an external page) or Toll-Free number(link takes you to an external page) before you use this template.

One of the most critical elements of delivering high-quality healthcare is an efficient scheduling and appointment management process. Appointment reminders are an easy and cost effective way to reduce no-shows, yet many available solutions for sending out these reminders are often batched, delayed, and lack flexibility.

Twilio is focused on helping you find a solution that overcomes these challenges and best fits your needs. If you're exploring the idea of building your own custom-fit appointment outreach application and curious how Twilio can help, this app is for you!

The Appointment Management with EHR Integration Quick Deploy Application packs together all the core components of a deployable prototype for basic, automated, two-way SMS appointment communication, ready to integrate with your Electronic Health Record (EHR) for testing purposes.

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NOT FOR USE IN PRODUCTION!

Only deploy and test this prototype application in your sandbox testing environment.

Using our real-time Messaging API, the application includes the necessary Twilio components and a scheduling service for appointment reminders, all pre-configured for code-free deployment of a working prototype, ready to integrate directly with your EHR for demonstration of the possibilities (the separate step of EHR integration is required for the app to work).

This application is not intended to be a production-ready app or to be an alternative to robust, out-of-box solutions that can be purchased for development-free implementations, rather it will allow you install a working prototype into your test environment, establish a working EHR integration, and to explore how different Twilio components and functions can be leveraged to meet your needs.

Basic Requirements:

In order to work, this app requires proper configuration to:

  • connect with your Twilio account and purchase a Twilio phone number (do not use a trial number)
  • connect with your AWS testing environment, and
  • integrate with your sandbox EHR environment
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Info

*Authentication is required in order to complete deployment via the application page, which will generate a nominal SMS charge to your connected Twilio account. Each authentication SMS sent will cost $0.0075, plus an additional $0.05 per successful authentication (multi-factor authentication is leveraging Twilio Verify(link takes you to an external page)). If you leverage the application SMS testing option, SMS charges will also apply (this is an optional capability after successful deployment). See Twilio SMS pricing(link takes you to an external page) and Twilio Verify pricing(link takes you to an external page) for more information.

EHR communication is used as the source for appointment scheduling information and an AWS layer included in the app is used to queue appropriate appointment reminders on a scheduled basis. Integration with your EHR is a separate required step after successful prototype application deployment. While AWS is the cloud service provider used in this app, you can modify this portion to work with other cloud service providers based on your needs.

For more detailed information about how this application works and on how to properly implement and configure, please check out our Implementation Guide(link takes you to an external page) and our EHR Integration Guide(link takes you to an external page).

Made with <3 by the Twilio Healthcare & Life Sciences team

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Warning

Customers with that are subject to the Health Insurance Portability and Accountability Act (HIPAA) and intend to utilize Twilio's products and services to develop communication workflows containing protected health information (PHI) must execute a Business Associate Addendum (BAA) to Twilio's Terms of Service(link takes you to an external page). Twilio considers HIPAA compliance as a shared responsibility between the customer and Twilio. To learn more about how to build a HIPAA compliant workflow using Twilio's offerings, please refer to our guide on Architecting for HIPAA on Twilio(link takes you to an external page).

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Warning

This Quick Deploy App is not a generally available product and should not be fully deployed in a production environment. The Quick Deploy App (including all code and related documentation) is provided "AS IS." Twilio disclaims all express or implied warranties of any kind with respect to the Quick Deploy App, including but not limited to any implied warranties of merchantability or fitness for a particular purpose. Twilio shall have no liability or obligation to you or any other individual or entity for any damages of any kind or nature whatsoever arising out of or relating to the use of or inability to use the Quick Deploy App, including but not limited to any direct, indirect, incidental, consequential, or special damages, even if Twilio has been advised of the possibility of such damages. Twilio has no obligation to support or maintain the Quick Deploy App. Use of the Quick Deploy App is subject to all of the terms and conditions of the applicable license agreement(link takes you to an external page).

Appointment Management with EHR Integration_PatientProvider Diagram_updated
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Launch and test this app in a few minutes with Quick Deploy. No server needed. Quick Deploy will automatically configure and deploy this app using Twilio Functions. Learn more about Twilio Functions(link takes you to an external page)
  1. Log in to Twilio

    Access your Twilio account to get started.

    Checking for existing account...

  2. Get a Twilio phone number

    Your app requires a Twilio phone number to operate, this is your application's source number to receive messages or calls.

    You will get a US number that is configured for this application. You can change this or port over an existing number later. International number regulations(link takes you to an external page)
  3. Application Password

    Set a password for your app. Users who want download data in, will need this password.

  4. Customer Name

    Customer name to be displayed in SMS.

  5. Customer Code

    Customer short name. Must be all lowercase one word without any spaces.

  6. Reminder Outreach Start

    Reminder outreach window start time local timezone (HHMM) inclusive. default 0000

  7. Reminder Outreach Finish

    Reminder outreach window end time local timezone (HHMM) exclusive, default 2400

  8. Reminder First Timing

    Reminder 1st outreach offset (HHMM). default 4800

  9. Reminder Second Timing

    Reminder 2nd outreach offset (HHMM). default 2400

  10. Deployer Aws Access Key ID

    AWS access key id to your AWS account with admin-level privilege

  11. Deployer Aws Secret Access Key

    AWS secret access key of your AWS access key id

  12. Administrator Phone

    Administrator phone number to receive security code for 2nd factor authentication.

  13. Click the button below to deploy your app

    This will use the details entered above to deploy your application to Twilio Functions.

    You will be able to view the application in the browser and edit it using the Functions UI.

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