Integration with partner clinics for referral management

Purpose

 1.1. Automate and streamline the entire process of managing referrals to/from partner veterinary clinics, enabling prompt case assignments, status tracking, feedback collection, data synchronization, and seamless communication for rescued animals.
 1.2. Facilitate secure and standardized exchange of case files, medical records, appointment scheduling, updates, and billing with external clinics.
 1.3. Minimize manual administrative work, reduce errors, and improve animal welfare outcomes through swift coordination.

Trigger Conditions

 2.1. New rescue cases requiring specialized care or external referral logged in CRM or rescue management system.
 2.2. Clinics sending/receiving updates about case progress or appointment confirmations via email, SMS, or API.
 2.3. Status changes (e.g., case accepted, report received) in referral tracking system or clinic EHR.
 2.4. Uploaded or amended animal medical reports or histories in cloud storage or document management systems.

Platform Variants

 3.1 Salesforce
  • Feature/Setting: Outbound Message or Platform Event; configure automation rule on “Case Status = Refer to Clinic”, send case details to clinic CRM.
  • API: /services/data/vXX.X/sobjects/Case (push/pull).

 3.2 Zoho CRM
  • Feature/Setting: Workflow Rule with custom webhook; on case creation or referral, push case data to partner endpoint.
  • API: /crm/v2/Cases, Webhooks.

 3.3 Google Sheets
  • Feature/Setting: Google Apps Script trigger on new row; send referral data via HTTP request to partner’s REST API.
  • API: UrlFetchApp.fetch(url, options).

 3.4 Microsoft Dynamics 365
  • Feature/Setting: Power Automate flow; trigger when a new “Referral” record is created, send data to clinic email/API.
  • API: /api/data/v9.1/incidents.

 3.5 SAP SuccessFactors
  • Feature/Setting: Integration Center; schedule or event-based triggers to post referral data to partner via OData API.
  • API: /odata/v2/Case.

 3.6 Slack
  • Feature/Setting: Workflow Builder with Incoming Webhook; send notification of new referral to clinic’s Slack.
  • API: /api/chat.postMessage.

 3.7 Twilio SMS
  • Feature/Setting: Programmable Messaging trigger; configure auto-SMS when referral made or appointment confirmed.
  • API: Message resource (POST to /2010-04-01/Accounts/{AccountSid}/Messages).

 3.8 SendGrid
  • Feature/Setting: Automated transactional email on referral update; configure dynamic template for clinic notifications.
  • API: /v3/mail/send.

 3.9 Dropbox
  • Feature/Setting: Webhooks on file upload; trigger partner clinic notification when medical records added.
  • API: /2/files/list_folder, /2/files/upload.

 3.10 DocuSign
  • Feature/Setting: Trigger recipient authentication and request digital signature on referral consent form; send to clinic.
  • API: /v2.1/accounts/{accountId}/envelopes.

 3.11 Monday.com
  • Feature/Setting: Integromat/automation on new item in “Referrals” board; push data to external clinic system.
  • API: /v2/items.

 3.12 Airtable
  • Feature/Setting: Scripting block or automation on new “Referral” record; trigger webhook to notify partner.
  • API: /v0/{baseId}/{tableName}.

 3.13 HubSpot
  • Feature/Setting: Workflow with Webhook action; push client and animal data to clinic.
  • API: /crm/v3/objects/deals.

 3.14 Zoho Creator
  • Feature/Setting: Custom Deluge script; create automated workflow for referral submission to external REST API.
  • API: zoho.creator.createRecord.

 3.15 Freshdesk
  • Feature/Setting: Automations on ticket creation or field update; send notification or referral packet to clinic via email/webhook.
  • API: /api/v2/tickets.

 3.16 Asana
  • Feature/Setting: Rule to trigger webhook or external task when “Referral” project field changes status.
  • API: /api/1.0/tasks.

 3.17 Basecamp
  • Feature/Setting: New message or to-do creation triggers outbound webhook with case info to clinic.
  • API: /v1/projects/{project_id}/todosets.

 3.18 Intercom
  • Feature/Setting: Automated outbound message or webhook on new case tagged as “Referral”.
  • API: /conversations, /messages.

 3.19 Trello
  • Feature/Setting: Butler automation to trigger webhook when card added to “Referrals” list.
  • API: /1/cards.

 3.20 Notion
  • Feature/Setting: Integration to send API request on new or updated “Referral” database entry.
  • API: /v1/pages, /v1/databases.

Benefits

 4.1. Dramatically reduces lag in referral processing and information exchange between rescue and clinics.
 4.2. Minimizes administrative manual entry and reduces errors in case data.
 4.3. Enables real-time tracking and follow-up of animal veterinary care statuses.
 4.4. Ensures that critical information (medical, legal, logistical) is delivered securely and promptly.
 4.5. Enhances collaboration transparency and improves reporting and auditing capacity.
 4.6. Boosts rescue-to-clinic communication efficiency, leading to improved animal health outcomes.