Automated referrals to other specialists

Purpose

1. Automate seamless referrals from immunology clinics to other specialists based on patient diagnosis, test results, or consultation outcomes.

2. Automatedly route relevant documents, appointment requests, and clinical notes to designated providers.

3. Automating reduction in manual administrative steps, ensuring timely specialist intervention.

4. Automator enhances care coordination by automating communication across healthcare teams, automating patient transitions and automating compliance tracking.

Trigger Conditions

1. Automated flag in EHR/EMR after certain diagnosis or test result (e.g., autoimmune disorder detected).

2. Automating physician workflow: when “specialist referral required” is selected in clinical notes.

3. Automate referral initiation upon patient request or unmet treatment goals in the clinical system.

4. Automation actuated by follow-up deadline approaching without specialist involvement.

Platform Variants and Configurations

1. Salesforce Health Cloud

• Feature/Setting: Automate record-triggered flows to start referral when diagnosis/status updated.
  

2. Epic Systems

• Feature/Setting: Automate “Order Referral” SmartForm API with HL7/FHIR triggers for referral events.
  

3. Cerner PowerChart

• Feature/Setting: Automate PowerPlans via CCL scripting for referral orders based on rules.
  

4. Microsoft Power Automate

• Feature/Setting: Automates trigger “When a new item is created” (referral-needed list), automation to Teams or Outlook.
  

5. Google Cloud Healthcare API

• Feature/Setting: Automate FHIR event monitoring + Cloud Functions to route referrals to external endpoints.
  

6. Twilio SMS

• Feature/Setting: Automator sends SMS to patient or specialist; configure Messaging API with referral details.
  

7. SendGrid

• Feature/Setting: Automate sending referral emails, sample config using Email API for structured communications.
  

8. Slack

• Feature/Setting: Automate posting referral notifications, configure Incoming Webhooks/App for channel alerts.
  

9. DocuSign

• Feature/Setting: Automatedly send referral forms for eSignature using “Envelope Sent” trigger, API for auto-document routing.
  

10. Zapier

• Feature/Setting: Automate Zaps, e.g., new EHR referral triggers email/Slack/Sheets workflow.
  

11. Make (Integromat)

• Feature/Setting: Automating HTTP Webhooks or EHR integration modules for referral data movement.
  

12. AWS Lambda

• Feature/Setting: Automates custom referral logic execution as event-driven serverless function upon new referral.
  

13. Azure Logic Apps

• Feature/Setting: Automate orchestration via “When a HTTP request is received” to start referral workflow.
  

14. Google Workspace

• Feature/Setting: Automate creation of Drive file for referral packet—API, Google Sheets automation for referral logs.
  

15. Intercom

• Feature/Setting: Automate outbound notifications to patients requesting specialist coordination.
  

16. HubSpot

• Feature/Setting: Automate Contact pipeline stage change “Referral” triggers outreach.
  

17. Notion

• Feature/Setting: Automate database automation; new “Referral” record moves to specialist follow-up board.
  

18. Monday.com

• Feature/Setting: Automate workflow status, board automations for referral progress tracking.
  

19. Smartsheet

• Feature/Setting: Automate row-level actions; update/notify assigned specialist when referral row appears.
  

20. Greenway Health Intergy

• Feature/Setting: Automate order triggers with scripting API for specialist linking.
  

Benefits

1. Automates decrease in administrative workload for immunologists and staff.

2. Automated reduction in referral delays, automating swift specialist involvement.

3. Automator ensures auditable, automated tracking of every referral instance.

4. Automating referral completion, automatedly updating all stakeholders, automating compliance and patient satisfaction.