Digital portal updates for care plans and activities

**Purpose**

1.1. Automate digital portal updates for care plans and activities to ensure real-time communication, transparency, and engagement for families and staff.
1.2. Deliver timely alerts for care plan changes, daily activities, and health updates in adult day care centers.
1.3. Centralize records, minimize manual data entry, and increase accessible, accurate information for all stakeholders.
1.4. Automate notifications for critical updates, appointment reminders, or new activity postings within digital care portals.

**Trigger Conditions**

2.1. A new or updated care plan is saved in the electronic health record (EHR).
2.2. Staff logs a new daily activity or event.
2.3. Family or caregiver posts a secure message or request.
2.4. Scheduled event (e.g., morning status update) occurs.
2.5. External document (like a physician’s note) is uploaded.
2.6. Medication regimen or dietary change is recorded.

**Platform Variants**

3.1. Salesforce Health Cloud
- Feature/Setting: Care Plan API, Update triggers to push changes to connected portals.
3.2. Microsoft Power Automate + SharePoint
- Feature/Setting: Workflow to update SharePoint lists/libraries as digital care portals.
3.3. Twilio Programmable Messaging
- Feature/Setting: SMS/WhatsApp API, send notifications to families upon data updates.
3.4. Epic Systems (MyChart)
- Feature/Setting: FHIR API, automate communications and portal updates when EHR changes.
3.5. Cerner Open Developer Experience (code)
- Feature/Setting: Webhooks for care record updates.
3.6. Slack (for staff notifications)
- Feature/Setting: Incoming Webhooks to staff channels upon care plan changes.
3.7. Google Workspace (Sheets, Docs)
- Feature/Setting: Apps Script, automate writing care activity logs to shared documents.
3.8. Dropbox Paper
- Feature/Setting: API to update collaborative notes.
3.9. Integromat (now Make.com)
- Feature/Setting: Scenario builder, integrate EHR and care portal updates.
3.10. SendGrid
- Feature/Setting: Marketing Email API for templated care activity digests.
3.11. HubSpot CMS
- Feature/Setting: Workflow triggers for portal content updates.
3.12. Notion
- Feature/Setting: API to append activity and plan updates to shared databases.
3.13. Monday.com
- Feature/Setting: Automations recipe to post new care activity on boards.
3.14. Webflow CMS
- Feature/Setting: API updates for user-facing care activity logs.
3.15. Zoom (for family meetings)
- Feature/Setting: API to auto-schedule and notify about care plan discussions.
3.16. Mailjet
- Feature/Setting: Transactional Email API for personalized notifications.
3.17. AirTable
- Feature/Setting: Scripting Block, synchronize care plans between EHR and family portal.
3.18. Freshdesk
- Feature/Setting: Ticketing API, log family requests and automate responses.
3.19. Zapier (meta-automation)
- Feature/Setting: Multi-step zaps to propagate activity updates to all channels.
3.20. Healthie
- Feature/Setting: API hooks for client portal care plan messaging.
3.21. CareSmartz360
- Feature/Setting: Portal API and Notifications module.
3.22. Asana
- Feature/Setting: Task API, push new activities as actionable tasks for internal tracking.
3.23. JotForm
- Feature/Setting: API to transfer intake/update forms directly to care portal.

**Benefits**

4.1. Ensures timely, accurate communication of care plan changes and daily activities to families and staff.
4.2. Reduces staff administrative burden with automated multi-channel updates.
4.3. Enhances transparency and accountability for compliance audits.
4.4. Improves engagement and peace of mind for family members.
4.5. Consolidates records for better continuity and quality of care.