Administrative & CompliancePurpose
1.2. Automate issuance of timely, multi-channel reminders about upcoming renewals to therapists and admin teams.
1.3. Centralize renewals documentation for auditing and reduce risk of lapsed compliance.
1.4. Trigger task automation for documentation collection and submission to ensure complete, accurate renewal.
1.5. Automate escalation notifications for overdue renewals to higher management or compliance officers.
Trigger Conditions
2.2. Scheduled check (e.g., daily or weekly) for upcoming expirations within configurable periods (e.g., 60, 30, 7 days).
2.3. Near-miss or missed renewal deadlines detected and automatedly escalate reminders.
2.4. Successful submission or renewal of credentials stored/received through API or upload triggers.
Platform Variants
• Feature/Setting: Automate event creation for expiry dates and automatedly generated reminders.
3.2. Microsoft Outlook Calendar API
• Feature/Setting: Automate schedule of recurring calendar events and auto-email reminders.
3.3. Slack API
• Feature/Setting: Automated sending of direct messages or channel alerts for renewal reminders.
3.4. Twilio SMS
• Feature/Setting: Automated SMS reminders for upcoming or overdue license renewal deadlines.
3.5. SendGrid API
• Feature/Setting: Automate email notification workflows for credential renewals and confirmations.
3.6. Zapier Webhooks
• Feature/Setting: Automate cross-platform notifications and record update workflows.
3.7. Monday.com Automations
• Feature/Setting: Automate task creation and deadline-driven reminders on therapist management boards.
3.8. Trello API
• Feature/Setting: Automated card creation and due-date reminders for each renewal.
3.9. Salesforce Process Builder
• Feature/Setting: Automate follow-up tasks, emails, and reminders in EMDR therapist accounts.
3.10. Airtable Automations
• Feature/Setting: Automated sending of emails and status updates based on date fields.
3.11. Asana API
• Feature/Setting: Automate assignment of renewal tasks and send reminders to assignees.
3.12. HubSpot Workflows
• Feature/Setting: Automatedly send drip reminder emails and task notifications.
3.13. Smartsheet Automation
• Feature/Setting: Automated trigger for update requests and reminders linked to renewal data.
3.14. Mailgun API
• Feature/Setting: Automate sending transactional emails for renewal progress and completion.
3.15. DocuSign API
• Feature/Setting: Automate sending and tracking of required signature requests for renewals.
3.16. Dropbox API
• Feature/Setting: Automate file upload requests and automated storage of renewed credentials.
3.17. Google Forms/Sheets API
• Feature/Setting: Automated reminder-based data collection and status updates per therapist.
3.18. Workday API
• Feature/Setting: Automate employee document expiration checks and task assignments.
3.19. BambooHR API
• Feature/Setting: Automated tracking and reminders for renewal document deadlines.
3.20. Jira Automation
• Feature/Setting: Automated ticket creation, escalation, and reminders for credential tasks.
3.21. Notion API
• Feature/Setting: Automate database updates and reminder workflows.
3.22. Intercom API
• Feature/Setting: Automatedly notify and provide renewal instructions to therapists via chat.
3.23. AWS Lambda
• Feature/Setting: Automate custom scripts for deadline checks and notification triggers at scale.
3.24. Power Automate
• Feature/Setting: Fully automate multi-system reminders, updates, and task assignment.
Benefits
4.2. Automated reminders save administrative time and increase compliance.
4.3. Automation of credential storage enables rapid audit response.
4.4. Automated escalation ensures overdues are quickly addressed.
4.5. Multi-channel automated reminders maximize therapist engagement with compliance tasks.