Clinical Documentation & RecordkeepingPurpose
1.2. Automatedly increases operational efficiency by timely reminding responsible parties for documentation gaps.
1.3. Automation reduces manual chart audits and ensures adherence to clinical recordkeeping for eating disorder centers.
Trigger Conditions
2.2. Scheduled time-based automation check (e.g., daily at 7 PM).
2.3. Chart not signed off after discharge within set period (e.g., 24/48/72 hours).
2.4. Workflow status update: patient follow-up outstanding.
2.5. Automatedly flags missing key data (progress notes, weight logs, lab uploads, etc.).
Platform Variants
• Feature/Setting: Use Messaging API; configure SMS notification with message and recipient mapping from EHR event webhook.
3.2. SendGrid
• Feature/Setting: Mail Send API; automate sending email notices from charting system API trigger.
3.3. Slack
• Feature/Setting: Incoming Webhooks; automate alert messages to dedicated clinician channels upon detection of incomplete charts.
3.4. Microsoft Teams
• Feature/Setting: Teams Bot API; configure bot to post automatable reminders in clinical team group/channel.
3.5. Gmail
• Feature/Setting: Gmail API send method; automate predefined email template to incomplete chart owners.
3.6. Outlook
• Feature/Setting: Microsoft Graph Mail.Send API; automated email for incomplete chart events.
3.7. WhatsApp Business
• Feature/Setting: Cloud API; automate WhatsApp notifications linked to patient chart status.
3.8. PagerDuty
• Feature/Setting: Events API v2; create automated clinical alert for critical incomplete records.
3.9. Asana
• Feature/Setting: Tasks API; automate assignment of tasks to clinicians flagged with incomplete charts.
3.10. Trello
• Feature/Setting: Cards API; automatedly create Trello cards for pending documentation per patient.
3.11. Jira
• Feature/Setting: Issues API; create automatable ticket/task for each incomplete chart.
3.12. Salesforce Health Cloud
• Feature/Setting: Workflow Automation/Process Builder; configure auto-notification on chart status.
3.13. Monday.com
• Feature/Setting: Boards & Automation recipes; automate notifications for incomplete clinical items.
3.14. Zendesk
• Feature/Setting: Tickets API; open a support ticket for unresolved chart documentation.
3.15. DocuSign
• Feature/Setting: Envelopes API; automate reminder for unsigned/uncertified documentation.
3.16. Zoho CRM
• Feature/Setting: Workflow Automation; notify related contacts when chart is open > X hours.
3.17. Google Calendar
• Feature/Setting: Events insert API; automate calendar entries with reminders for documentation due.
3.18. HubSpot
• Feature/Setting: Workflows API; automate email reminders for assigned cases with incomplete documentation.
3.19. ActiveCampaign
• Feature/Setting: Automations; setup email/SMS alerts for chart tasks incomplete after set time.
3.20. Amazon SNS
• Feature/Setting: Publish API; distribute automated notifications for incomplete charts to subscribed clinicians.
3.21. Freshdesk
• Feature/Setting: Ticket Creation API; automate issue ticket for chart completion tasks.
3.22. ServiceNow
• Feature/Setting: Incident Management API; automate workflow to assign and notify based on incomplete records.
Benefits
4.2. Improves clinical workflow and productivity through automation, lowering error rates.
4.3. Automated notification enhances clinician accountability for patient care documentation.
4.4. Supports automatable scaling — as records increase, notifications remain timely.
4.5. Automation reduces administrative overhead and manual follow-ups in eating disorder treatment centers.