Care Plan Management**Purpose**
1.2. Assign review dates, alert staff, update digital records, and track completion status—aligned with regulatory and organizational requirements for ongoing care plan management.
**Trigger Conditions**
2.2. Status changes in resident's digital care record (e.g., "Update Due").
2.3. Manual override or urgent review request logged by staff.
**Platform Variants**
3.1. **Twilio SMS**
• Feature: Messaging API — Send automated SMS reminders to staff.
• Sample: Configure message body, add recipient staff numbers, schedule via Twilio Studio Flow.
3.2. **SendGrid**
• Feature: Email API — Dispatch templated reminder emails on schedule.
• Sample: Use dynamic templates, schedule via workflow, connect to staff distribution list.
3.3. **Google Calendar API**
• Feature: Calendar Events — Insert or update review events for staff calendar integration.
• Sample: Use OAuth, POST events linked to review due dates, with reminders enabled.
3.4. **Microsoft Outlook 365 Graph API**
• Feature: Calendar & Mail — Create reminders as meeting invites and follow up with emails.
• Sample: Use Calendars API to add events and Mail API to trigger email reminders.
3.5. **Salesforce Health Cloud**
• Feature: Workflow Rules — Trigger task assignments and notifications based on review due dates.
• Sample: Automate via flows using scheduled paths and email alerts.
3.6. **Slack**
• Feature: Incoming Webhooks — Post reminders to care teams’ channels.
• Sample: Configure webhook URLs, message blocks, and schedule with CRON triggers.
3.7. **Microsoft Teams**
• Feature: Bots/Connectors — Send scheduled messages and cards with review action links.
• Sample: Configure bot permissions, set message with actionable buttons, schedule with logic app.
3.8. **Mailgun**
• Feature: Scheduled Email — Batch send reminder emails to designated groups.
• Sample: Use API to schedule and personalize outgoing reminders.
3.9. **ActiveCampaign**
• Feature: Automations — Setup timed workflows triggering task notifications.
• Sample: Create automation based on date fields, connect to staff segments.
3.10. **HubSpot**
• Feature: Workflows — Automate follow-up task creation and reminder emails.
• Sample: Use deal/ticket properties to initiate task and timed email sequence.
3.11. **Zoho CRM**
• Feature: Workflow Rules/Calendars — Automate event creation and reminder emails.
• Sample: Set up workflow for care plan review date fields, configure template emails.
3.12. **Gmail API**
• Feature: Automated Email Send — Dispatch reminders directly to caregivers’ Gmail.
• Sample: Use Gmail API to draft and send, set send times via script scheduler.
3.13. **Notion API**
• Feature: Database Updates — Log scheduled reviews and status, @mention assignees.
• Sample: Insert database pages for review tasks, auto-assign and set due date.
3.14. **Airtable Automation**
• Feature: Scheduled Actions — Update records, send reminders from base.
• Sample: Set recurring triggers, automate email/SMS from linked fields.
3.15. **Monday.com**
• Feature: Automations — Generate review tasks, notify teams at intervals.
• Sample: Use automation recipes for recurring reminders and status changes.
3.16. **Trello**
• Feature: Butler Automation — Set up time-based card due reminders.
• Sample: Configure Butler to send alert when review card due date approaches.
3.17. **Zapier**
• Feature: Scheduled Zaps — Link care plan system to staff reminders.
• Sample: Trigger Zap based on review date field, send SMS or email via preferred service.
3.18. **ClickUp**
• Feature: Recurring Tasks — Schedule care plan reviews and assign notifications.
• Sample: Recurrence rule, assign to relevant caregivers, auto-notify.
3.19. **Asana**
• Feature: Repeat Tasks — Create automated recurring care review tasks.
• Sample: Set up task recurrence and collaborator notifications.
3.20. **PagerDuty**
• Feature: Schedules & Alerts — Escalate overdue reviews via incident alerts.
• Sample: Define on-call schedule, trigger alert escalation on missed deadlines.
3.21. **Intercom**
• Feature: Outbound Messages — Notify staff via in-app chat when reviews are due.
• Sample: Schedule message campaign based on custom user attributes.
3.22. **ServiceNow**
• Feature: Workflow Automation — Issue tasks and update review status in ITSM workflows.
• Sample: Trigger workflow on due date, update service tickets, alert stakeholders.
**Benefits**
4.2. Reduces manual effort and risk of missed reviews.
4.3. Enhances teamwork with clear task assignments and automated follow-ups.
4.4. Supports audit readiness by logging all reminders and actions.
4.5. Improves resident care continuity through structured plan review cycles.