Care Plan ManagementPurpose
1.2. Enable real-time reporting by caregivers, auto-notification to responsible personnel, and secure storage of incident data.
1.3. Ensure compliance with state/federal social care regulations and provide a secure, auditable log of every event.
1.4. Connect observation records to resident care plans, triggering reviews/updates based on logged events.
1.5. Facilitate analysis/trend-detection on recurring incidents for care quality improvement.
Trigger Conditions
2.2. New entry added in digital log (e.g., EHR, CRM, custom forms platform).
2.3. Scheduled review of care plans due to previous incident frequency threshold.
2.4. API/webhook receives new incident from third-party tool or IoT sensor.
2.5. A staff member submits observation via approved email, SMS, or internal chat.
Platform Variants
3.1. Microsoft Power Automate
• Feature: Trigger automated workflows via Microsoft Forms submission; connect to SharePoint for storage.
• API: “When a new response is submitted” (Forms), “Create item” (SharePoint).
3.2. Google Workspace
• Feature: Google Forms submit triggers; auto-send to Google Sheets, alert via Gmail.
• API: Google Forms “onSubmit” trigger, Gmail API to notify, Sheets API for storage.
3.3. Salesforce Health Cloud
• Feature: Incident object creation triggers process builder, adds to care timeline.
• API: REST “Create Record” endpoint.
3.4. Slack
• Feature: Slash command or bot for staff to log incidents, route to care manager channel.
• API: Events API for slash commands, chat.postMessage.
3.5. Zendesk
• Feature: Create incident ticket via web form, assign tags “incident,” notify supervisor.
• API: Tickets API, Triggers setting in admin.
3.6. ServiceNow
• Feature: Incident module auto-log, trigger workflow if “Patient” field matches.
• API: Table API, Flow Designer trigger.
3.7. Jotform
• Feature: Online form submission to secure archive, webhook to care plan manager.
• API: Webhooks integration, API for submissions.
3.8. Dropbox
• Feature: Upload photo/audio incident reports, trigger Zapier on new file.
• API: Webhooks for file-addition events.
3.9. Trello
• Feature: Card creation on “Incident Log” board, move to “Review” on staff comment.
• API: webhook/card.create, updateCard API.
3.10. DocuSign
• Feature: Digitally sign incident statements, send PDF to case manager.
• API: Envelopes:create, Envelopes:send.
3.11. SAP SuccessFactors
• Feature: Incident log as employee HR event, workflows notify relevant supervisors.
• API: OData API, Employee Central Events.
3.12. CareSmartz360
• Feature: API push for care incident log linked to client profile.
• API: Care Plan Incident API endpoint.
3.13. Smartsheet
• Feature: Form-based entry, auto-notify via news feed or email for review.
• API: Sheets API, automation rules.
3.14. Notion
• Feature: Database template for incidents, automation to ping assigned team member.
• API: Database API, notifications via integration.
3.15. Monday.com
• Feature: New incident item creation, automation to change status or assign.
• API: Board Item Creation, Triggers feature.
3.16. Atlassian Jira
• Feature: Issue type “Incident,” auto-link to client in “Care Project.”
• API: REST API for issue creation, webhook for updates.
3.17. Asana
• Feature: Task “Incident” in care workflow, notification to case lead.
• API: Tasks API, custom webhook.
3.18. Medisafe
• Feature: Log incident affecting medication routine, alter reminders.
• API: Event log endpoint, reminders API.
3.19. Intercom
• Feature: Messenger for reporting, route message to care admin inbox.
• API: Conversations API, Assign endpoint.
3.20. Microsoft Teams
• Feature: Channel bot or adaptive card for incident logging, alert care manager.
• API: Graph API, Bot Framework, Incoming webhooks.
Benefits
4.2. Rapid notification streamlines intervention for urgent cases.
4.3. Centralized, searchable logs simplify regulatory compliance audits.
4.4. Automated care plan updates reduce manual data entry and oversight.
4.5. Continuous data collection enables insights for risk management and quality improvement.