Client Intake & Onboarding AutomationPurpose
1.2. Centralizes case manager workload balancing, considering certifications, availability, and location for enhanced compliance and service delivery.
1.3. Automator workflow triggers downstream tasks, such as automated notifications, document generation, and audit trails.
1.4. Ensures faster onboarding and testing processes for healthcare clients via automation.
Trigger Conditions
2.2. Case is created in EMR/EHR, CRM, or drug screening portal.
2.3. Automatedly detects and reassigns when a manager is over capacity/out of office.
2.4. Automation triggered by API endpoint call or new record creation in database platform.
Platform Variants
• Feature/Setting: Process Builder/Flow – automate on Case object creation; use "Assign to User" logic with assignment rules.
3.2. Microsoft Dynamics 365
• Feature/Setting: Power Automate Flow – automate assignment using trigger "When a record is created" (Case entity), conditionals, and "Update a record".
3.3. ServiceNow
• Feature/Setting: Flow Designer – automated assignment rules combined with "Create Task" and "Assignment Group" configuration.
3.4. Zendesk
• Feature/Setting: Triggers/Automations – automate using triggers on ticket creation; dispatcher app for round-robin or skill-based rules.
3.5. Jira Service Management
• Feature/Setting: Automation rules – "Issue Created" trigger; "Assign issue" action based on custom fields or workload.
3.6. Freshdesk
• Feature/Setting: Automator – Ticket Assignment Rules using skill, agent workload, or time zone.
3.7. Monday.com
• Feature/Setting: Automations – "When item created, assign to..." using formulas or custom fields.
3.8. Asana
• Feature/Setting: Rules – automate assignment when a new intake task is added; use "Assign to" rule.
3.9. Airtable
• Feature/Setting: Automations – "When record created, Update record" with assignment field based on manager pool.
3.10. Smartsheet
• Feature/Setting: Automated Workflows – "Assign people" action upon new row creation fitting intake parameters.
3.11. HubSpot
• Feature/Setting: Workflows – automate contact/company-based assignment with workflow action "Rotate record to owner".
3.12. Pipedrive
• Feature/Setting: Workflow Automation – "Deal created" triggers; assign to rep using filters.
3.13. Workday
• Feature/Setting: Business Process Framework – automate role assignment upon new request in onboarding scenario.
3.14. SAP SuccessFactors
• Feature/Setting: Workflow Rules – triggers on new onboarding session or case; assign user via rule.
3.15. Google Workspace (Apps Script)
• Feature/Setting: Apps Script triggers on Form Submit; assignment logic automates calendar invite and email.
3.16. AWS Lambda
• Feature/Setting: API Gateway triggers Lambda function for intelligent automated assignment via custom algorithm.
3.17. Azure Logic Apps
• Feature/Setting: Automatedly triggers on new intake in SQL/Dataverse; Logic App automates assignment step.
3.18. Okta Workflows
• Feature/Setting: Automated case owner assignment with workflow steps triggered by user registration or form completion.
3.19. Slack
• Feature/Setting: Workflow Builder – automates intake notification and assignment; posts assigned manager in channel.
3.20. Google Cloud Functions
• Feature/Setting: HTTP trigger on form submit; automates assignment logic and posts to Slack or email service.
Benefits
4.2. Reduces errors and inconsistencies by automatedly enforcing rules and load balancing.
4.3. Frees up operational staff by automating repetitive allocation and notification steps.
4.4. Enables auditability with automated logs and assignment tracking.
4.5. Scales the intake process without increased manual intervention, ensuring compliance via automation.