Client Onboarding & IntakePurpose
1.2. Automate capture of demographics, contact details, insurance, device specifics, and audiology history into secure patient records.
1.3. Provide seamless data sync with audiology equipment systems and enable automation of administrative intake tasks.
1.4. Automate compliance checks and data validation for healthcare record regulations during onboarding.
Trigger Conditions
2.2. Automate when referral data is received from a clinic, specialist, or EHR API.
2.3. Automatedly triggered via phone intake using speech-to-text or call center API data.
2.4. Automate on scanned document upload/OCR result detection for manually collected records.
2.5. Automate via integration with appointment scheduling confirmation.
Platform Variants
3.1. Salesforce Health Cloud
• API: createRecord (Patient) in Apex or REST/Soap API; automate mapping form fields to Patient object.
3.2. Epic EHR
• Interconnect API: POST /Patient; automate intake feed to EHR with HL7/FHIR standards.
3.3. Microsoft Power Automate
• Trigger: Microsoft Forms or SharePoint; automate profile creation to Dynamics 365 or Azure SQL.
3.4. Google Workspace (Apps Script)
• Script: automate form response to create/update patient in Google Sheets/Firestore with trigger on Form Submit.
3.5. Zapier
• Zap: automate new intake from Typeform/Google Forms to EHR, CRM, Airtable profile creation APIs.
3.6. Redox
• API: PatientAdmin.New; automates EHR integration for automatable onboarding data sync.
3.7. Cerner Open Developer Experience (CODE)
• API: POST /Person; automate electronic patient profile insert upon intake completion.
3.8. AirTable
• API: POST /records; automate native intake form to new patient base or automated enriched record creation.
3.9. DocuSign
• PowerForm/Envelope API: automate eSignature flow triggers profile JSON to EHR.
3.10. Jotform
• Webhook: automate submissions trigger serverless function to create electronic healthcare profile.
3.11. Twilio
• Studio Flow/API: automate conversational SMS/voice intake flow data piped to CRM/EHR endpoint for automated profile generation.
3.12. Slack
• Workflow Builder/API: automate form input saves patient record in connected database or EHR.
3.13. Intercom
• Webhook/API: automate chat-driven intake data delivery to CRM/EHR API.
3.14. Formstack
• API/Integration: automate form data mapping for EHR/CRM record creation.
3.15. Dropbox
• Webhook/API: OCR scanned PDFs to automate field extraction and profile insert to healthcare database.
3.16. Monday.com
• Automation/Integration: automate Board pipeline to create new Item for incoming clients, synced to EHR.
3.17. Notion
• API: automate form or intake note to patient database, with health tag metadata.
3.18. SFTP/FTP Servers
• Scheduled automation: dump nightly CSV/XML and automate import to EHR/CRM with transformation.
3.19. AWS Lambda
• Function: automate intake event invokes Lambda to process and push data to RDS/EHR.
3.20. HubSpot
• Workflow/API: automate triggered workflow to create/update "Contact" as healthcare client.
3.21. Kintone
• REST API: automate new record creation for each inbound patient intake submission.
3.22. ServiceNow
• IntegrationHub/REST: automate incident profile or service request as electronic patient onboarding.
Benefits
4.2. Enables compliance by automating secure and auditable data flows for healthcare standards.
4.3. Automator enables data integrity checks and error reduction for automatable patient records.
4.4. Centralizes intake records, automate notifications, and automatedly links patients to staff, devices, and histories.
4.5. Automating intake frees staff to focus on care, increasing repair service efficiency and patient trust.