Healthie to Twilio Appointment Reminder
When an appointment is approaching in Healthie, this workflow sends automated SMS reminders via Twilio (with Gmail as a fallback) and automatically cancels pending messages if the appointment is confirmed or canceled.
What this workflow does
This workflow triggers a series of reminders at 72, 24, and 2 hours before a scheduled visit. Each reminder goes out via Twilio SMS, prompting the patient to confirm. If the patient doesn’t have a phone number - or if the SMS fails - a fallback email with ICS invite is sent via Gmail. If the appointment is confirmed or canceled, Keragon smartly stops all pending reminders. Each reminder sent is logged in Google Sheets with relevant metadata for tracking and audit purposes.
Why it matters
Automated reminders are crucial for reducing no-shows, but only if they stay in sync with real-time schedule changes. This workflow gives you a reliable, multi-channel reminder system that adapts to patient behavior and appointment status without manual cleanup or message clutter.
Who this is for
Ideal for providers, virtual care teams, or front-desk staff using Healthie to manage patient appointments. If you're juggling multiple reminder touchpoints and want a hands-off system that just works, this template brings you clarity, control, and peace of mind.
Key benefits
• Send reminders automatically at 72h, 24h, and 2h before appointments
• Use SMS as the primary channel, with email fallback for edge cases
• Smart-cancel pending reminders when appointments are confirmed or canceled
• Avoid over-messaging and reduce patient confusion
• Maintain a structured reminder log in Google Sheets for compliance and QA
Note:
This template will be available soon . You can fully customize it to match your tools - whether you're using a different EHR, communication channel or spreadsheets.
