Appointment & Session ManagementPurpose
1.2. Ensure consistency, compliance, and completeness in documentation across sessions and therapists.
1.3. Minimize manual entry and errors by pulling session data, goals addressed, therapist notes, and timestamp automatically.
1.4. Tailor templates to insurance and regulatory requirements, incorporating customizable fields per provider or payer.
1.5. Store or route generated notes for supervisor review, client record update, or claims processing.
Trigger Conditions
2.2. Submission of attendance or session end time by therapist.
2.3. Receipt of EHR event flag indicating appointment status as "completed."
2.4. Submission of goal tracking or data collection form.
2.5. Manual trigger via therapist dashboard or supervisor initiation.
Platform Variants
• Feature/Setting: Google Apps Script to pull session records and auto-fill a progress note template upon session row update.
3.2. Salesforce Health Cloud
• Feature/Setting: Apex triggers on the 'Appointment' object; generates a note template upon status change to 'Completed'.
3.3. TherapyNotes
• Feature/Setting: API endpoint "/api/v1/appointment/completed"; trigger template generation and save under patient file.
3.4. Microsoft Power Automate
• Feature/Setting: "When a record is modified" (Dynamics 365); auto-generate document in SharePoint or OneDrive.
3.5. Epic Systems (Open.epic APIs)
• Feature/Setting: Appointment Completion Webhook; use "/Clinical/Notes" API to create and append standard progress note.
3.6. SimplePractice
• Feature/Setting: Zapier integration; trigger on 'Appointment Ended', send template to 'Client Documents'.
3.7. Cerner Millennium
• Feature/Setting: PowerChart API event listener for appointment finish, POST to "/notes/templates".
3.8. AWS Lambda
• Feature/Setting: HTTP Invocation from EHR; Python function merges session data into note template JSON, saved to S3.
3.9. Box
• Feature/Setting: API upload endpoint "/files/content"; auto-upload generated note for supervisor access.
3.10. DocuSign
• Feature/Setting: Using eSignature REST API to pre-fill templates needing therapist review and signature.
3.11. Dropbox
• Feature/Setting: API upload or file-create event following session end; share progress note with care team folder.
3.12. Google Docs
• Feature/Setting: Google Docs API to create and populate template from Sheets or Forms input on session submission.
3.13. Notion
• Feature/Setting: Database automation creates a new page using templated content when "Session Complete" property toggles.
3.14. Airtable
• Feature/Setting: Scripting app or automation to build a note using session record data and predefined template fields.
3.15. Slack
• Feature/Setting: Incoming Webhook posts generated template for supervisor review in secure channel.
3.16. Monday.com
• Feature/Setting: Automation adds update with template fields to item when session marked "done".
3.17. Zoho Creator
• Feature/Setting: Workflow trigger after appointment form submission, generates progress note PDF.
3.18. HubSpot
• Feature/Setting: Workflow automations to create end-of-session engagement notes in client record.
3.19. Asana
• Feature/Setting: Rule to create progress note subtask and attach filled template when session completed.
3.20. OneDrive
• Feature/Setting: Microsoft Graph API creates and stores template document in patient folder after session.
3.21. SAP SuccessFactors
• Feature/Setting: Intelligent Services Event "Session Completed" triggers workflow to generate notes record.
3.22. ServiceNow
• Feature/Setting: Flow Designer triggers note creation and routes to quality assurance queue on session completion.
3.23. Smartsheet
• Feature/Setting: Automation rule; add templated note to row when "Session Ended" field checked.
Benefits
4.2. Reduces clinician admin time, increasing face-to-face care.
4.3. Supports compliance with documentation standards automatically.
4.4. Accelerates supervisor review processes and claim submissions.
4.5. Adapts to variable organizational requirements and third-party policies.