Referral management between healthcare providers

Purpose

1.1. Automate, streamline, and manage referral workflows between psychiatrists and other healthcare providers.
1.2. Automate secure sharing of patient data, monitor referral status, and facilitate coordinated patient care.
1.3. Reduce manual errors, accelerate patient treatment, and enable data-driven decision-making in care transitions.
1.4. Enable automated communication, documentation, and follow up in clinical coordination for psychiatric referrals.
1.5. Enable automators to ensure compliance with healthcare privacy standards while automating hand-offs and notifications.

Trigger Conditions

2.1. New patient referral form submitted by another provider.
2.2. Psychiatrist updates referral status or creates a new referral record.
2.3. Automated document upload to a specified psychiatric care folder.
2.4. Change detected in patient’s electronic health record (EHR) status.
2.5. Automated confirmation received from accepting provider.

Platform Variants

3.1. Athenahealth EHR
• Feature/Setting: API—POST /referrals; Automate referral record creation and track status via webhook.
3.2. Epic Systems
• Feature/Setting: FHIR API—ReferralRequest; Automate retrieval and submission of referral requests.
3.3. Cerner Millennium
• Feature/Setting: Millennium API—automatedly send/receive referral messages via Healthcare Services Bus (HSB) events.
3.4. Salesforce Health Cloud
• Feature/Setting: Health Cloud Referral Management—automated workflows using Process Builder on Referral object.
3.5. Microsoft Cloud for Healthcare
• Feature/Setting: Power Automate—trigger on new Referral entity in Dataverse, automated notifications.
3.6. DocuSign
• Feature/Setting: eSignature API—automate sending referral consent forms to patients and providers.
3.7. Twilio SMS
• Feature/Setting: Messaging API—automatically send SMS updates to referring providers and patients on referral status.
3.8. SendGrid
• Feature/Setting: Email API—automate emailing referral confirmations and required documents to partners.
3.9. Google Workspace
• Feature/Setting: Apps Script automation for automated document creation and sharing in Google Drive referral folders.
3.10. Slack
• Feature/Setting: Incoming Webhooks—automate team notifications and reminders for referrals needing attention.
3.11. Zoom
• Feature/Setting: Meetings API—automatedly schedule psychiatric teleconsults with referred patients.
3.12. Monday.com
• Feature/Setting: Referral Management Board—automate new item creation and status tracking via Automations Center.
3.13. Trello
• Feature/Setting: Referral Card Automation—automate card creation on new referral, checklist updates on activity.
3.14. Azure Logic Apps
• Feature/Setting: Logic App Workflow—automate multi-step referral coordination across EHR and communication systems.
3.15. Zoho CRM
• Feature/Setting: Workflow Rules—automatically update psychiatric referral pipeline and send task reminders.
3.16. HubSpot
• Feature/Setting: Deal Pipelines—automate tracking referral progress and send email updates to stakeholders.
3.17. Formstack
• Feature/Setting: Submission Triggers—automate follow-ups and EHR integrations after new referral form is submitted.
3.18. Dropbox Business
• Feature/Setting: File Requests—automatedly collect and store referral documents in secure shared folders.
3.19. Intercom
• Feature/Setting: Custom Bots—automate triage and intake of psychiatric referrals via website chat.
3.20. Calendly
• Feature/Setting: Event Types API—automated scheduling of psychiatric appointments for referred patients.

Benefits

4.1. Automates time-consuming referral management tasks and reduces errors.
4.2. Enables secure, compliant data flow between diverse medical platforms automatedly.
4.3. Provides real-time referral status updates, automatedly improving care coordination.
4.4. Reduces administrative overhead and accelerates psychiatric patient admissions by automating manual entries.
4.5. Standardizes referral communications and automates proper follow up, benefiting both clinicians and patients.