Repetitive clinical data entry workflow automation

Purpose

1.1. Automate repetitive clinical data entry for orthoptics, eliminating manual duplication across EHR, patient intake, scheduling, consent, referral, billing, and custom reporting systems.
1.2. Automates capturing, validating, and transferring orthoptic clinical assessments, visual acuity scores, test outcomes, images, and notes from forms to destination software and databases.
1.3. Enables automating multi-point data input: from scanning or digital capture to patient profiles, progress notes, and administrative workflows, minimizing clinician burden and human error.
1.4. Automates compliance documentation, insurance preauthorization, and secure data dissemination across regulated healthcare platforms.
1.5. Supports automating downstream alerts, analytics population, and patient communication triggered by clinical data inputs.

Trigger Conditions

2.1. Submission of new orthoptic assessment or visual test via digital or scanned form.
2.2. Update to a patient’s EHR profile, new appointment, or new consent form signed.
2.3. Upload of diagnostic imaging or test results to shared drive or direct system input.
2.4. Scheduled periodic sync intervals or batch file drops in a designated folder.
2.5. Receipt of external referral requiring clinical data sync into the local system.

Platform Variants

3.1. Salesforce Health Cloud
• Feature: Flow Builder, Data Loader, API Endpoint — automates data input and triggers post-data-entry flows.
3.2. Microsoft Power Automate
• Feature: Scheduled Flows, Common Data Service, Forms Connectors — automates entry and sync of orthoptist-specific fields.
3.3. Google Sheets API
• Configuration: On Form Submit trigger; automates pushing data to EHR and analytics dashboards via API.
3.4. Epic Systems EHR
• Feature: Bridges Interface, HL7 Feed, SmartForms — automating bi-directional clinical data updates using HL7.
3.5. Cerner Millennium
• API: Open Developer Experience (CODE) API — automates population and export of encounter data.
3.6. Meditech Expanse
• Feature: Data Repository API — automates clinical result uploads and real-time monitoring triggers.
3.7. Athenahealth API
• Function: Clinicals API, Appointment API — automates scheduling, consent, and data entry.
3.8. eClinicalWorks
• API: Patient Data API, Document API — automates intake and diagnostic attachments.
3.9. Redox
• Function: Data Model API, Event Notifications — automates multi-system clinical data exchange.
3.10. Zapier
• Action: Webhooks, Google Sheets, Email Parser — automates extracting and routing data between apps.
3.11. Formstack
• Integration: Healthcare Automation Field Mapping — automates entry-to-EHR and PDF generation.
3.12. Smartsheet
• Feature: Update Row, Attachments — automates status updates and result documentation.
3.13. DocuSign
• Feature: Automated eConsent Data Sync via API — automates signed document upload to patient records.
3.14. JotForm
• Setting: HIPAA-compliant Webhook Automation — automating intake data entry into databases.
3.15. Box
• Feature: File Uploaded Trigger — automates moving new diagnostic files into EHR systems.
3.16. OneDrive
• Feature: New File in Folder Event — automates initiating data parsing and record updates.
3.17. Google Drive
• Trigger: File Upload, Google Apps Script — automates extraction and structured input to EHR.
3.18. InterSystems HealthShare
• API: IHE, FHIR Integration — automates standards-compliant data routing.
3.19. Twilio
• Feature: Programmable Messaging Webhook — automates appointment and info confirmations to patients on data receipt.
3.20. SendGrid
• Function: Automated Results Distribution — automating clinical result emails to referring practitioners.
3.21. Slack
• Feature: Incoming Webhooks, Workflow Builder — automates alerting care teams on new data entries.
3.22. Tableau
• Setting: Scheduled Extracts — automates clinical analytics dashboard refresh from data source.
3.23. AWS Lambda
• Feature: Event-Driven Functions — automating custom data processing when new files or records added.
3.24. Azure Logic Apps
• Connector: Healthcare APIs — automates workflow orchestration for clinical data synchronization.

Benefits

4.1. Automatedly eliminates redundant manual data entry for clinicians and staff.
4.2. Enables faster, error-free clinical data transfer automating end-to-end workflow.
4.3. Automator ensures regulatory compliance and consistent audit trails.
4.4. Frees orthoptist time for direct patient care by automating administrative burdens.
4.5. Boosts data quality, speeds reporting, and automates downstream healthcare analytics.
4.6. Supports seamless, automatable EMR/EHR interoperability across the eyecare services ecosystem.
4.7. Ensures automated updates and communication for care continuity.