Automatic care plan generation from assessment data

Purpose

 1.1. Automate the creation of individualized care plans immediately after assessment data is captured for adult foster care residents.
 1.2. Streamline compliance documentation and standardized responses for regulatory review.
 1.3. Eliminate manual data entry errors and increase efficiency in assigning and updating care protocols.
 1.4. Deliver care plans directly to staff, families, medical providers, and regulatory systems.
 1.5. Support quick modifications when reassessments or health changes occur.

Trigger Conditions

 2.1. New assessment data submitted by a staff member or imported from an EHR.
 2.2. Update or revision to an existing assessment record.
 2.3. Time-based triggers: daily/weekly audits for missing or outdated care plans.
 2.4. API webhook call from assessment app or portal.
 2.5. Scheduled import of external data sources (e.g., social workers, healthcare providers).

Platform Variants

 3.1. Salesforce Health Cloud
 • Function: Process Builder; auto-create care plan records from “Assessment” object triggers.
 • Setup: Enable workflow on “Assessment Completed” event.

 3.2. Microsoft Power Automate
 • Connector: Common Data Service; trigger on new assessment row to auto-generate Word template.
 • Setup: Template action to create PDF and store in SharePoint.

 3.3. Zapier
 • App: Webhooks & Google Docs; trigger on form (Typeform/JotForm) submission to populate dynamic care plan.
 • Setup: Map form fields to doc template and Gmail PDF delivery action.

 3.4. Integromat/Make
 • Module: EHR API & PDF Generator; fetch assessment via HTTP module, transform data, output plan as PDF.
 • Setup: Multi-step scenario for file storage and notification.

 3.5. CareSmartz360
 • Feature: Automated Plan Creation; set triggers on assessment completion to populate resident care plans.
 • API: /careplan.generateOnAssessmentComplete

 3.6. AlayaCare
 • API Endpoint: POST /careplan
 • Setup: Trigger from “assessmentCompleted” webhook to post new care plan.

 3.7. Medplum
 • Function: FHIR PlanDefinition $apply; invoke from assessment Resource POST.
 • Setup: Configure service to generate and send CarePlan Bundle.

 3.8. NextGen Healthcare
 • API: Care Plan Service; on assessment charted, auto-call /api/careplan/create.
 • Config: Enable assessment-driven workflow.

 3.9. Google Cloud Functions
 • Function: Cloud Function on assessment database write.
 • Config: Node.js script to merge data into care plan template and trigger email.

 3.10. AWS Lambda
 • Function: Event on DynamoDB (assessment) trigger; auto-generate document and upload to S3.
 • Config: Lambda function with SES for notifications.

 3.11. DocuSign
 • API: Envelope Creation with merged fields; trigger on assessment finalization.
 • Config: Auto-send care plans for signature/workflow.

 3.12. Smartsheet
 • Feature: Automated Workflow Rules; row added/updated triggers doc generation workflow.
 • Config: Merge row into plan template, send link.

 3.13. Formstack Documents
 • Function: API endpoint for mapped form data; generate care plan doc.
 • Config: Auto-email output to stakeholders.

 3.14. MongoDB Atlas Triggers
 • Trigger: On insert/update of assessment document, run Rule to create care plan.
 • Config: Aggregation pipeline for plan structure.

 3.15. REDCap
 • API: Data Entry Trigger; on instrument completion, auto-populate care plan template.
 • Config: External module for document creation.

 3.16. Healthie
 • API: Assessment Webhook, POST to /careplan
 • Config: Custom integration to map fields and launch workflow.

 3.17. AirTable
 • Automation: On new record in “Assessment” table, fill template in “Care Plans” table.
 • Config: Notification to assigned case manager.

 3.18. OnBase by Hyland
 • Workflow: Document Generation system; assessment form submits, triggers care plan generation.
 • Config: Business rule automation.

 3.19. Apache NiFi
 • Dataflow: Assessment JSON triggers GenerateDocument processor for care plan.
 • Config: PDF creation and SFTP delivery.

 3.20. Monday.com
 • Automation: On status change “Assessment Complete,” auto-create item/subitem in “Care Plans.”
 • Config: Notification and attachment rule.

Benefits

 4.1. Ensures compliant, up-to-date care plans generated instantly after assessment.
 4.2. Reduces staff workload, minimizes manual document handling.
 4.3. Supports multisystem integration and audit readiness.
 4.4. Improves accuracy and response time for resident care needs.
 4.5. Facilitates clear, timely communication with all stakeholders.