Care Coordination & Case Management**Purpose**
2. Ensure all staff have real-time access to up-to-date care information for each participant.
3. Minimize manual errors during record-keeping and improve audit readiness.
4. Streamline collaboration between care coordinators, case managers, and clinicians.
5. Deliver timely, comprehensive reports for compliance and family communication.
6. Allow management to track outcomes and intervene based on recent care data.
**Trigger Conditions**
2. Scheduled batch sync (e.g., nightly or hourly aggregation).
3. Manual case manager request for record update.
4. API webhook indicating progress report creation or update.
5. File upload or document scan tagged with participant ID.
6. Nurse or caregiver logs completion of a care activity.
7. Third-party system push (case management, external health provider).
8. Family/proxy addition of supplementary information.
**Platform Variants**
- Feature: "Health Timeline API" — auto-push care notes to timelines using POST `/core/TimelineEvents`.
3.2. Microsoft Dynamics 365
- Feature: "Custom Entity API" — PATCH to `careNotes` entity on update trigger.
3.3. Cerner Millennium
- Feature: "Care Documentation API v2" — POST new updates via `/careNotes` endpoint.
3.4. Epic Systems
- Feature: "FHIR Observations Write" — POST clinical notes to `/Observation`.
3.5. PointClickCare
- Feature: "Care Activity Events API" — Automate POST requests to `careActivity` resource.
3.6. CareSmartz360
- Feature: "Progress Notes API" — PATCH progress note entry for active clients.
3.7. AlayaCare
- Feature: "Visit Notes API" — PUT to `visitNotes` endpoint on new entry.
3.8. Netsmart myUnity
- Feature: "Notes Integration API" — POST update notes to `clientNotes` resource.
3.9. Meditech Expanse
- Feature: "Document Management API" — send document records via `/notes/upload`.
3.10. ClearCare (WellSky)
- Feature: "Broadcast Notes Webhook" — Capture inbound notes via webhook, POST to canonical record.
3.11. NextGen Healthcare
- Feature: "Encounter Notes API" — Synchronize using POST `/encounters/notes`.
3.12. eClinicalWorks
- Feature: "Progress Notes Interface (SOAP/REST)" — auto-inject new SOAP note XML into records.
3.13. SimplePractice
- Feature: "Notes Endpoint" — POST progress note; configure event-driven sync.
3.14. Zoho Creator
- Feature: "Workflow/Deluge Script" — auto-run Deluge script to insert update into main client form.
3.15. Airtable
- Feature: "Automations: Record Update Trigger" — On note change, PATCH linked master table field.
3.16. Google Sheets
- Feature: "Apps Script Webhook" — Script parses inbound note data, writes to client’s row.
3.17. Dropbox (Business)
- Feature: "File Request API" — On file upload, document is parsed/OCR’d and data added to DB.
3.18. DocuSign
- Feature: "Envelope Completed Webhook" — Extract progress data post-signing, sync with records.
3.19. Slack
- Feature: "Message Action Webhook" — Route new note from channel to case manager dashboard via custom function.
3.20. Asana
- Feature: "Task Comments API" — New comment triggers POST to care repository for consolidation.
3.21. Freshdesk
- Feature: "Ticket Notes Webhook" — On care update, PATCH note text into central record.
3.22. HubSpot Service Hub
- Feature: "Engagements API (Notes)" — When note logged from care interaction, POST to timeline.
3.23. Google Drive (Enterprise)
- Feature: "App Script on New File" — Parse and append care note content to master log.
3.24. SAP SuccessFactors
- Feature: "Case Management API" — Add case update as note via PATCH to `/cases/{id}/notes`.
**Benefits**
2. Reduces delays in information sharing and response time for urgent updates.
3. Lowers risk of compliance failures on documentation.
4. Supports effective interdisciplinary communication.
5. Enables better decision-making with comprehensive, real-time information.