Clinical & Audiological Workflow AutomationPurpose
1.2. Enable automated capture of patient responses before appointments to streamline clinical intake and prepare case files.
1.3. Ensure questionnaire distribution via multiple digital channels (email, SMS, patient portal), increasing response rates and automatedly reducing manual follow-ups.
1.4. Automator routes and integrates questionnaire data automatically into EHR/EMR, improving data accuracy and automating compliance.
1.5. Automates alerts for flagged responses and hands off to clinical staff for further action, automating tasks based on answers.
Trigger Conditions
2.2. Patient record creation or new referral in EHR initiates automated workflow.
2.3. Automated reminder sequences if questionnaire uncompleted within defined timeframe.
2.4. Custom automating triggers, e.g., referral keywords or risk profiles.
2.5. Manual trigger by clinician via dashboard for selective automation.
Platform Variants
• Feature/Setting: Automate SMS questionnaire delivery using Messaging API.
• Sample: Configure programmable SMS to send questionnaire link upon appointment creation.
3.2. SendGrid
• Feature/Setting: Automate triggered email sends with questionnaire using Send Email API.
• Sample: Set automation to deliver unique form URLs based on recipient via dynamic templates.
3.3. Typeform
• Feature/Setting: Use Typeform Webhooks and Responses API to automate submission collection and scoring.
• Sample: Automate fetching completed forms and pushing data to EMR.
3.4. Google Forms
• Feature/Setting: Automate response collection via Forms API or Sheets integration.
• Sample: Trigger workflow on new entry, push data to EHR.
3.5. Jotform
• Feature/Setting: Use Jotform API for automated dispatch and response sync.
• Sample: Auto-send pre-populated forms and sync submissions to CRM.
3.6. Microsoft Power Automate
• Feature/Setting: Automate connection between appointment system and Forms/MS Dynamics via cloud flows.
• Sample: When appointment is created, launch form and store responses.
3.7. Zapier
• Feature/Setting: Automate cross-platform integration for questionnaire sending and data sync.
• Sample: Trigger workflow when new patient is added, automate delivery and collection.
3.8. HubSpot
• Feature/Setting: Trigger survey emails via workflow automations.
• Sample: Create workflow to automate questionnaire after onboarding.
3.9. Salesforce
• Feature/Setting: Automate custom questionnaire processes with Flow Builder.
• Sample: On patient lead, automate dispatch and log results.
3.10. SurveyMonkey
• Feature/Setting: Schedule or trigger survey automation via Response API.
• Sample: Auto-send links and poll for responses, automate result processing.
3.11. Cognito Forms
• Feature/Setting: Utilize API automation to launch forms, retrieve results.
• Sample: Automate pre-visit form sends and receive completed documents.
3.12. Formstack
• Feature/Setting: Automate form workflow using Webhooks and API.
• Sample: Connect form submission triggers to EHR database updates.
3.13. Intercom
• Feature/Setting: Automate chatbot questionnaire initiation on appointment booking.
• Sample: Use Messenger API to push questions and automate uploads to EMR.
3.14. Freshdesk
• Feature/Setting: Automate ticket creation from form responses via API.
• Sample: Automate clinical triage based on response flags.
3.15. Google Calendar
• Feature/Setting: Automation rules trigger questionnaire sends on new event.
• Sample: Connect Calendar API to automate questionnaire workflow initiation.
3.16. ActiveCampaign
• Feature/Setting: Email automation for questionnaire distribution using Deals automation.
• Sample: Automate questionnaire to patients marked as ‘new intake’.
3.17. DocuSign
• Feature/Setting: Use eSignature workflow automation to capture acknowledgements.
• Sample: Automate pre-consent form before audiology procedure.
3.18. Monday.com
• Feature/Setting: Automate pulse creation for new responses, linking to project boards.
• Sample: Auto-update boards when questionnaire is returned.
3.19. ClickSend
• Feature/Setting: Automate multi-channel (SMS, email) questionnaire delivery using Messaging API.
• Sample: Set rules to automate sequences if no response.
3.20. Pipedrive
• Feature/Setting: Automate questionnaire task generation for new deals.
• Sample: Push links on deal creation, automate reminders and logging.
Benefits
4.2. Automatedly improves pre-visit data collection efficiency and completeness.
4.3. Enhances patient compliance via automated scheduling and reminders.
4.4. Automates data entry into clinical systems, reducing risk of manual errors.
4.5. Enables scalable automatable triage for high-risk responses, supporting better clinical decisions.
4.6. Automation delivers insights for improved resource allocation and workflow optimization.
4.7. Automator provides an auditable trail for regulatory compliance with automated reporting.