Care Plan ManagementPurpose
1.2. Automates notifications and consent status tracking for legal guardians, residents, and care teams.
1.3. Integrates multi-channel communication (email, SMS, portal) for rapid response and documentation.
1.4. Ensures real-time audit trails, versioning, and repository access for compliance and care continuity.
1.5. Centralizes electronic consent records, reducing manual paperwork and missed approvals.
Trigger Conditions
2.2. Regulatory timelines require review or renewal.
2.3. Guardian/resident initiates or changes consent preference.
2.4. Care provider marks plan as “Ready for Approval.”
2.5. Scheduled periodic review by regulation or internal policy.
Platform variants
• Feature: “Templates” and “PowerForms” for automated signature requests.
• Sample: Configure API POST /envelopes with care plan PDF, recipients array, and status webhook URL.
3.2. Adobe Sign
• Feature: “Send Agreement” API for automated routing and e-signatures.
• Sample: POST /agreements with care plan, recipient emails, and callback webhook.
3.3. HelloSign
• Feature: Signature requests via API.
• Sample: POST /signature_request/send with file_url, signers[], and metadata.
3.4. PandaDoc
• Feature: Document workflow automation through “Roles.”
• Sample: POST /documents with care_plan.pdf, recipients, webhook for updates.
3.5. SignNow
• Feature: “Invite to Sign” and consent workflow automation.
• Sample: POST /v2/documents/{document_id}/invite with roles and redirect_url.
3.6. Twilio SMS
• Feature: Automated SMS notifications and reminders.
• Sample: POST /Messages with recipient number, care plan link, consent action prompt.
3.7. SendGrid
• Feature: Transactional emails for consent requests.
• Sample: POST /mail/send with care plan attachments and actionable links.
3.8. Slack
• Feature: Channel notification for care team escalations.
• Sample: POST /chat.postMessage with plan status and direct action buttons.
3.9. Microsoft Teams
• Feature: Adaptive Cards for interactive consent approval.
• Sample: POST /v1.0/me/sendMail or card webhook with approve/reject actions.
3.10. Salesforce
• Feature: Health Cloud “Consent” API objects for lifecycle tracking.
• Sample: PATCH /services/data/vXX.X/sobjects/Consent with plan reference and status.
3.11. HubSpot
• Feature: Workflow triggers on consent updates.
• Sample: PATCH /crm/v3/objects/contacts/{id} with consent properties.
3.12. Monday.com
• Feature: Care plan board automation via “Item Created” triggers.
• Sample: POST /v2/boards/{id}/items with initial approval status, subscribe owner.
3.13. Zapier
• Feature: Cross-platform automation using “Webhooks” and “Filter” steps.
• Sample: Trigger on new document, filter for care plans, route to e-signature API.
3.14. Google Workspace (Gmail & Drive)
• Feature: Automated email requests and Drive folder updates.
• Sample: Send email on plan upload, monitor Drive update triggers for status change.
3.15. Dropbox Sign
• Feature: Workflow automation for uploaded care plans.
• Sample: POST /v3/signature_request/send with file, recipients, event callback.
3.16. Pipedrive
• Feature: Activity triggers for consent reminders and trackers.
• Sample: POST /activities with subject “Consent Approval Due” linked to person/org.
3.17. Smartsheet
• Feature: Automated row creation for each new care plan, status columns.
• Sample: POST /sheets/{sheetId}/rows with metadata on consent status, dates.
3.18. Jira
• Feature: Workflow automation with ticket generation on pending approvals.
• Sample: POST /rest/api/2/issue with plan link, due date, and approver.
3.19. AirTable
• Feature: Base structure for care plans; status update via API.
• Sample: PATCH /v0/{baseId}/{tableName} with approval events.
3.20. Asana
• Feature: Task assignment for each plan requiring consent.
• Sample: POST /tasks with project = “Care Approvals,” custom_fields for status.
Benefits
4.2. Eliminates paper processes and human error in consent documentation.
4.3. Maintains comprehensive, real-time audit logs for compliance.
4.4. Supports multi-channel consent, catering to user preferences.
4.5. Centralizes records for easy oversight by management and auditors.