Pre-treatment assessment workflow notifications to staff

Purpose

1. Automate the notification process for staff regarding pre-treatment dental implant assessments, ensuring timely communication and task allocation across all responsible personnel.

2. Streamline clinical workflow by automating the transmission of assessment scheduling, document readiness, and patient information to dentists, assistants, and administrative staff.

3. Reduce manual email chains and phone calls, eliminating workflow bottlenecks for periodontist clinical teams during patient intake and preparation phases.

4. Maintain compliance and standardized procedures in accordance with healthcare regulations by automating all notifications, audit logs, and task reminders.

Trigger Conditions

1. Automated trigger when a new dental implant case is registered in the clinical management system.

2. Automatedly triggered when an assessment form is submitted via a web portal or EHR.

3. Automate triggers upon change of patient assessment status or receipt of required pre-treatment imaging/lab results.

4. Scheduled automation for regular notifications of pending assessments or overdue staff tasks.

Platform Variants

1. Twilio SMS

• Feature/Setting: Automate staff SMS alerts on new assessments; configure using Twilio “Send SMS Message” API with integration key and staff phone numbers.
  

2. SendGrid

• Feature/Setting: Automate email notifications via “Mail Send” API using dynamic templates for assessment reminders.
  

3. Slack

• Feature/Setting: Automated Slack channel messages through Slack “chat.postMessage” API for instant team notification.
  

4. Microsoft Teams

• Feature/Setting: Automate posting in Teams by configuring the “Send message in a channel” Graph API endpoint with assessment details.
  

5. Google Calendar

• Feature/Setting: Automate event creation via “Events: insert” API for assessment appointments.
  

6. Outlook 365

• Feature/Setting: Automate email sending and calendar invites using “SendMail” and “CreateEvent” endpoints.
  

7. Zoom

• Feature/Setting: Automating meeting scheduling with “Meetings” API on pre-assessment consultation requests.
  

8. DocuSign

• Feature/Setting: Automate pre-treatment consent e-signature notifications using “Envelopes:create” API.
  

9. Salesforce Health Cloud

• Feature/Setting: Automate case task creation and notification using “Tasks” and “Notifications” API.
  

10. Notion

• Feature/Setting: Automatedly update periodontist workflow dashboard via “Database update” API upon case progression.
  

11. Asana

• Feature/Setting: Automator for task creation in project boards using the “POST /tasks” API for each assessment.
  

12. Trello

• Feature/Setting: Automate card creation and labeling for new assessments using “Create Card” API endpoint.
  

13. Monday.com

• Feature/Setting: Automator for automated board item creation with “create_item” GraphQL API for each workflow event.
  

14. Zendesk

• Feature/Setting: Automate ticket creation and staff assignment using “Create Ticket” API for assessment cases.
  

15. Gmail

• Feature/Setting: Automatedly send emails when assessment status changes with the “Users.messages.send” API.
  

16. Google Chat

• Feature/Setting: Automate notification to team spaces via “spaces.messages.create” API for instant updates.
  

17. Microsoft Power Automate

• Feature/Setting: Configure automation flow with actionable message cards for every staff group.
  

18. PagerDuty

• Feature/Setting: Automate incident alerts for urgent or delayed assessment reviews with “Events API v2”.
  

19. ServiceNow

• Feature/Setting: Automate workflow task assignment via the “Table API” for all new assessments needing review.
  

20. Intercom

• Feature/Setting: Automate chat alert to dental team via “Messages API” for cases requiring rapid triage and collaboration.
  

Benefits

1. Automated notifications accelerate clinical decision-making and staff response.

2. Automating reminders enhances compliance and reduces risk of missed assessments.

3. Staff workload is optimized via automatedly tracked and distributed tasks.

4. Automation reduces error, manual entry, and communication lags, providing robust audit trails.

5. Automator improves patient journey by ensuring staff are always promptly informed and prepared.