Communication is king! Use the Send Email action to send alerts to caregivers, inform patients about an upcoming consultation, or prepare them for their treatment by sending the necessary brochures along.
In case you're doubting about which action type is most appropriate:
Message: allows you to display an in-app message to your stakeholder, e.g. for messages containing PHI or other sensitive information about a patient's treatment, condition etc. - see this article
Send email: allows you to send a plain (templated) text email which is delivered to the stakeholder's email inbox
How to add a Send mail action?
Go to Settings on your Care flow page
Navigate to the Extensions tab
Configure the Sendgrid Extension
Set your API key*
Set your 'from email' and 'from name'
Optional: set your 'reply to email' and 'reply to name'
Save
*Note: we require you to create your own account with Sendgrid, so you have full control and visibility on the outgoing email traffic (incl. template & email customization)
Upon saving your Extension, two new actions becomes available in your action list:
Send email
Send email with template
Configure the Send email action
Specify whether you want to send the email to a patient vs. other stakeholders
In case of 'other', you'll have to enter the email addresses
Specify a subject
Identify content, using HTML mark-up and variables (note: it's currently not feasible to transfer video over email)
👀 tip: save your "to emails" as Constants so you can easily keep track of your email addresses in a single location
Configure the Send email action with template
Specify whether you want to send the email to a patient vs. other stakeholders
In case of 'other', you'll have to enter the email addresses
Specify the template Id of the template you created in Sendgrid
Use variables to feed your dynamic template data with content coming from your care flow
👀 tip: save your "to emails" & "Template Id" as Constants so you can easily keep track of your email addresses in a single location
How to use in an integration context
If you want to use the Sendgrid Extension to take care of patient communication over email, you'll have to add the patient's email address to the patient profile upon creating the patient or anytime thereafter through updating the patient profile.
Awell supports creation of anonymous patients through the Orchestration API, yet in order to send email communication sharing of PHI is required.
Steps to reproduce a Send Email scenario design:
Create patient (include e-mail address)
Get Published care flows in your organization
Start Care flow for the right patient and the right care flow
The Awell Orchestration API takes care of sending the email itself using the Sendgrid Extension with your account information
Optionally, you can subscribe to webhook Activity created to listen in on the (email) activities happening in the care flow.