Care Plan ManagementPurpose
1.2. Automatically track care plan item completion, flag unfulfilled or overdue tasks, and alert responsible staff, administrators, and compliance officers.
1.3. Provide live visibility for management, enable proactive interventions, and maintain audit evidence.
1.4. Reduce missed care activities, improve care standards, and help ensure regulatory compliance.
Trigger Conditions
2.2. Task marked incomplete or not updated past its scheduled completion window.
2.3. Entry of new care tasks with critical flags set.
2.4. Communication from staff or digital log indicating missed activity.
Platform Variants
• Feature: Programmable Messaging API
• Setting: Configure outbound SMS to staff when task overdue (e.g., trigger: “POST /Messages.json” with escalation template)
3.2. SendGrid
• Feature: Email API
• Setting: Define and send alert emails to supervisors via “/mail/send” when tasks are flagged
3.3. Microsoft Teams
• Feature: Webhook connectors
• Setting: Push notification to channel via “Incoming Webhook” when flagged tasks detected
3.4. Slack
• Feature: Workflow and Incoming Webhooks
• Setting: Configure automated Slack message in #care-alerts using webhook POST with payload
3.5. Google Sheets
• Feature: Apps Script Triggers
• Setting: OnEdit/onTime triggers for tracking overdue tasks, highlighting unfulfilled status
3.6. Airtable
• Feature: Automations + Records API
• Setting: Scheduled automation checks for incomplete status, updates “flagged” field
3.7. Salesforce
• Feature: Process Builder or Flow
• Setting: If care task status = incomplete past due date, auto-create Case or Chatter post
3.8. Zoho Creator
• Feature: Workflow Rules
• Setting: Create rule for “Status Not Completed”, notify role or owner
3.9. HubSpot
• Feature: Workflow Automation
• Setting: Monitor property “Care Task Status”, auto-email notification when marked missed
3.10. Asana
• Feature: Rules
• Setting: “Task incomplete past due” triggers comment and assigns to escalation role
3.11. Monday.com
• Feature: Automation Recipes
• Setting: When item not marked done by deadline, notify team via platform
3.12. Jira
• Feature: Automation Rules
• Setting: If “Status != Done” and “DueDate < Today”, create issue or escalate
3.13. Trello
• Feature: Butler Automation
• Setting: Card not checked off by certain time, post to board or assign user
3.14. ClickUp
• Feature: Automations
• Setting: Incomplete tasks past due set to “Alert” custom field and send notification
3.15. PagerDuty
• Feature: Events API
• Setting: Trigger incident when flagged unfulfilled care task detected
3.16. Google Calendar
• Feature: Event Reminders
• Setting: Create time-based reminders and follow-up notifications for missed events
3.17. Outlook 365
• Feature: Power Automate Flows
• Setting: Scheduled flow for “Task overdue”, send mail to assigned user
3.18. Notion
• Feature: Database Filters and Integrations
• Setting: Use filtered views and third-party notification to alert on incomplete items
3.19. Freshdesk
• Feature: Ticket Automation
• Setting: Unresolved care tasks auto-create ticket assigned to specific group
3.20. BambooHR
• Feature: Workflow Triggers
• Setting: Alert HR or compliance officer when care team task not closed
3.21. Smartsheet
• Feature: Automated Workflows
• Setting: Unchecked care task triggers row highlight and escalation email
3.22. SAP SuccessFactors
• Feature: Integration Center/Workflow
• Setting: Configure monitoring job to flag and notify about missed care tasks
Benefits
4.2. Enables real-time intervention to minimize care gaps.
4.3. Streamlines compliance with documentation and audit trails.
4.4. Improves service quality and resident satisfaction.
4.5. Supports staff accountability through automated notification and escalation paths.