Patient Communication
AdvancedMD to Spruce Health: Appointment-Based Messaging
AdvancedMD appointment booked → personalized Spruce message sent to patient, automatically.
AdvancedMD
→
Keragon
→
Spruce Health
Your patients book in AdvancedMD but the messaging follow-up still falls on your staff to send manually through Spruce. Every single time.
Who this is for
This template is built fo you if:
- You use AdvancedMD for patient scheduling and Spruce Health for secure patient messaging
- Your team sends appointment confirmations or pre-visit instructions manually after every booking
- You want patient communication to trigger automatically based on appointment events
- You're a clinic or care team using both tools and looking to eliminate manual outreach
How it works
- An appointment is created or updated in AdvancedMD
- Keragon retrieves the appointment and patient details from AdvancedMD
- The workflow checks the patient's messaging eligibility (valid phone number, opt-in status)
- A personalized message is sent to the patient via Spruce Health
- The outreach is logged for reference and reporting
Key benefits
- Every appointment triggers the right patient message through Spruce — automatically
- Personalized messages based on appointment type, provider, or timing
- Reduces manual outreach burden for front-desk and care coordination teams
- Two HIPAA-compliant tools working seamlessly together
How to get started
1
Click “Run this workflow”
You’ll be prompted to sign up or log in to your Keragon account. Once inside, you’ll land on your dashboard with a pre-filled prompt in the AI chat.
2
Generate the workflow with AI
Click the CTA in the chat to let Keragon AI build the workflow for you automatically - no manual setup needed.
3
Review and publish
Once the workflow is generated, configure and review it in the canvas, then publish with one click. Your automation will start running immediately.
Your AI prompt
This prompt will be automatically loaded in Keragon AI. Simply run it to generate your workflow, or copy and customize it first.
I use AdvancedMD for patient scheduling and Spruce Health for secure patient messaging.
When a new appointment is created or updated in AdvancedMD, I want Keragon to send a personalized message to the patient via Spruce Health.
Retrieve the appointment and patient details from AdvancedMD. Check that the patient has a valid phone number or meets the messaging criteria.
Then send a customized message through Spruce Health based on the appointment type or timing — for example, a confirmation or pre-visit instruction.
I use AdvancedMD for patient scheduling and Spruce Health for secure patient messaging.
When a new appointment is created or updated in AdvancedMD, I want Keragon to send a personalized message to the patient via Spruce Health.
Retrieve the appointment and patient details from AdvancedMD. Check that the patient has a valid phone number or meets the messaging criteria.
Then send a customized message through Spruce Health based on the appointment type or timing — for example, a confirmation or pre-visit instruction.
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