GapInCare™ Patient Engagement Platform
Patient Journey SMS Automation
13 HIPAA-compliant healthcare SMS use cases — automated appointment reminders, digital check-in, copay alerts, lab result notifications, care gap outreach, and no-show re-engagement. Powered by Azure Functions and Twilio.
13
Use Cases
3
Journey Phases
100%
HIPAA Safe
1
Rules Engine
See It in Action
Healthcare SMS Automation — Live Platform Demo
Watch how the GapInCare patient engagement platform orchestrates HIPAA-compliant SMS messaging across every stage of the patient care journey — from pre-visit reminders to post-visit care gap outreach.
Video hosted on LinkedIn · SOLX Digital | GapInCare™ Patient Engagement Platform
Journey Overview
| Phase | Use Cases | Trigger Type | Goal |
|---|---|---|---|
| Pre-Visit | UC-01 to UC-04 | Time-based (T-3d, T-48h, T-24h) | Reduce no-shows, enable digital check-in |
| Same-Day | UC-05 to UC-08 | Time-based + event-driven | Reduce wait times, improve arrival flow |
| Post-Visit | UC-09 to UC-13 | Event-driven + nightly rules engine | Close care gaps, collect feedback, re-engage |
SOLX Health's patient journey SMS automation platform delivers the right healthcare text message at the right moment — reducing no-shows, improving digital check-in adoption, accelerating copay collection, and closing preventive care gaps through a single HIPAA-compliant rules engine. Every message passes a 6-gate compliance pipeline before delivery, with full audit logging to dbo.FactSmsLog.
Pre-Visit Appointment Reminder SMS
Time-based appointment reminder and check-in SMS messages that reduce no-shows and enable digital patient check-in before arrival.
Appointment Reminder
T-3 days before appointment · Patient: James Carter · Appt: Jan 18, 10:30 AM
No PHI in body. Reply 1/2/STOP handled by Twilio webhook.
SOLX Clinic · Jan 15, 9:02 AM
Hi James, reminder: your appointment at SOLX Clinic is on Jan 18 at 10:30 AM. Reply 1 to Confirm · 2 to Reschedule · STOP to opt out.
Confirm / Reschedule Reply
Patient replies 1 to confirm or 2 to reschedule · Patient: James Carter
Branching logic: reply 1 = confirm, reply 2 = reschedule flow, STOP = opt out.
SOLX Clinic · Jan 15, 9:04 AM
Confirmed! We'll see you on Jan 18 at 10:30 AM, James. See you soon! — OR (if reply 2) — No problem, James! Pick a new time here: solxclinic.com/reschedule?id=c421
Advance Check-In Link
T-24 hours before appointment · Patient: Maria Lopez · Appt: Jan 18, 2:00 PM
Drives digital check-in adoption. Token-based URL — no PHI exposed.
SOLX Clinic · Jan 17, 2:00 PM
Hi Maria, your appointment is tomorrow at 2:00 PM. Skip the front desk — check in now: solxclinic.com/checkin?t=m881
Insurance Verification Nudge
T-48 hours, only if insurance not yet verified · Patient: Robert Kim
Conditional send — skipped if insurance already verified in EHR.
SOLX Clinic · Jan 17, 10:15 AM
Hi Robert, please have your insurance card ready for your visit on Jan 19. Update early to avoid delays: solxclinic.com/insurance?t=r443
Same-Day Patient Check-In & Queue SMS
Event-driven healthcare text messages that reduce lobby wait times, streamline copay collection, and guide patients to their room in real time.
Day-of Morning Reminder
Same day at 8:00 AM · Patient: Elena Patel · Appt: Today, 11:00 AM
Reduces same-day no-shows. Location included for first-time patients.
SOLX Clinic · Today, 8:00 AM
Good morning Elena! Your appointment is today at 11:00 AM. SOLX Clinic · 4820 Wellness Blvd, Suite 3. See you soon!
Copay Notice with Payment Link
Same day 8:00 AM — only if copay on file · Patient: David Nguyen · Copay: $40.00
Conditional send. Reduces front desk friction and wait times.
SOLX Clinic · Today, 8:05 AM
Hi David, a $40.00 copay is due at today's visit. Pay ahead to save time: solxclinic.com/pay?id=d710
Queue Confirmation After Check-In
Patient submits digital check-in form · Patient: Priya Sharma · Checked in: 10:47 AM
Fired immediately on check-in form submission. Wait time from staff queue system.
SOLX Clinic · Today, 10:47 AM
You're checked in, Priya! Estimated wait: ~12 min. We'll text you when your room is ready. No need to wait at the front desk.
Room Ready Alert
Staff marks room ready in scheduling system · Patient: Priya Sharma · Room: 4B
Triggered by staff action — clears lobby congestion and improves flow.
SOLX Clinic · Today, 11:02 AM
Priya, your room is ready! Please head to Room 4B. Your care team will be right with you.
Post-Visit Care Gap & Re-Engagement SMS
Automated patient follow-up SMS that closes preventive care gaps, captures satisfaction feedback, delivers lab results, and re-engages no-show patients.
Visit Summary Link
T+15 minutes after visit marked complete · Patient: Marcus Webb · Discharged: 1:15 PM
Secure portal link only — no clinical details in SMS body (HIPAA compliant).
SOLX Clinic · Today, 1:30 PM
Thanks for visiting, Marcus! Your visit summary is ready: solxclinic.com/summary?v=m509 Questions? Call us: (407) 555-0190
Lab Result Notification
Lab results posted to patient portal · Patient: Sarah Johnson · Lab: CBC panel
Event-driven trigger from lab system. Portal link only — no result values in SMS.
SOLX Clinic · Today, 3:15 PM
Hi Sarah, your lab results are ready. View them securely here: solxclinic.com/results?t=s302
GapInCare — A1C Overdue
Nightly rules engine: HasDiabetes = true AND A1C > 180 days ago · Patient: Tom Rivera
Powered by GapInCare Rules Engine. Lambda expression evaluated nightly across all patients.
SOLX Clinic · Today, 9:00 AM
Hi Tom, it's been a while since your last A1C check. Staying on top of it helps manage your diabetes. Book in 2 taps: solxclinic.com/book?gap=a1c
Satisfaction Survey
T+2 hours after visit marked complete · Patient: Nina Okonkwo · Visit completed: 12:45 PM
Short delay avoids sending while patient still in clinic. Drives Google/HCAHPS reviews.
SOLX Clinic · Today, 2:45 PM
How was your visit today, Nina? Rate us in 30 seconds: solxclinic.com/survey?v=n211 Your feedback helps us improve.
No-Show Soft Re-Engagement
Appointment status set to No-Show by staff · Patient: Chris Adams
Warm, non-punitive tone. Reduces patient churn from missed appointments.
SOLX Clinic · Today, 4:00 PM
Hi Chris, we missed you today! Life happens. Rebook whenever you're ready: solxclinic.com/rebook?id=c309
Under the Hood
Architecture & Compliance
Azure Functions Pipeline
All 13 use cases run on the SOLX Azure Functions pipeline. Time-based triggers use Durable Orchestrator timers. Event-driven triggers fire via HTTP webhooks or Service Bus queues. GapInCare rules are evaluated nightly by the .NET rules engine.
SMS Logging (dbo.FactSmsLog)
Every send is logged with AppointmentId, PatientId, SmsType, MessageBody, Status, TwilioMessageSid, AttemptNumber, and SentAtUtc. SmsType constants match each use case identifier.
HIPAA Compliance
No PHI in any SMS body. All clinical details are accessible only via tokenized secure portal links. A PHI safety check blocks any message containing patient MRN or date of birth before send.
6 Compliance Gates
Every send passes: (1) SMS eligibility, (2) opt-out flag, (3) quiet hours guard (8 AM–9 PM local), (4) dedup, (5) max-attempt guard (default 3), (6) PHI safety check — before delivery.
Reply Routing (Twilio Webhook)
Patient replies handled at /api/sms-reply. "1" confirms and marks appointment Confirmed. "2" sends a reschedule link. "STOP" logs an OptOut record and suppresses all future sends.
GapInCare Rules Engine
UC-11 and similar proactive outreach are powered by configurable lambda expressions evaluated nightly across the full patient population via the GapInCare Rule Builder.