Compliance & Audit PreparationPurpose
1.2. Automate reminders before license expirations to prevent service disruption and compliance violations.
1.3. Track license renewal statuses, centralize documentation, and escalate overdue actions to supervisors or compliance roles.
1.4. Enable audit readiness by logging notification attempts and confirmations, supporting documentation retention policies.
Trigger Conditions
2.2. Missing upload of renewed license in documentation portal.
2.3. New ABA therapist onboarding or update of professional information.
2.4. Failed delivery/acknowledgement of previous reminders.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Automated SMS send; configure API endpoint `POST /Messages` with therapist mobile numbers and dynamic message template containing expiration dates.
3.2. SendGrid Email
• Feature/Setting: Use `Mail Send API`; input therapist emails and compose reminder with personalization for license renewal timing.
3.3. Slack
• Feature/Setting: Use `chat.postMessage` API; target specific therapist or compliance channel, include expiring license list.
3.4. Microsoft Teams
• Feature/Setting: Webhook connector; send adaptive card notifications to relevant team for upcoming expirations.
3.5. Google Calendar
• Feature/Setting: Add renewal event via `Events: insert`; automate reminders and attach renewal task.
3.6. Outlook Calendar
• Feature/Setting: Use `Create event (V2)` in Office 365 for license deadline alerts.
3.7. Salesforce
• Feature/Setting: Configure Process Builder flow with email alert action and license object date field check.
3.8. HubSpot
• Feature/Setting: Workflow automation sends reminder emails based on custom date property “license expiration.”
3.9. Monday.com
• Feature/Setting: Automation recipe for deadline approaching; trigger notification and status update for renewal.
3.10. Asana
• Feature/Setting: Task due-date trigger; assign reminder to therapist with expiring license task.
3.11. Zendesk
• Feature/Setting: Trigger workflow creates ticket for compliance officer when license is within expiration window.
3.12. DocuSign
• Feature/Setting: `Envelope Custom Fields`; send renewal forms for e-signature and track completion.
3.13. Dropbox
• Feature/Setting: File request automation; request uploading PDF of renewed license before expiration date.
3.14. Airtable
• Feature/Setting: Automation triggers from license expiration field; sends reminders and flags overdue credentials.
3.15. Google Sheets
• Feature/Setting: Use Apps Script; triggers email/SMS when expiration column meets threshold.
3.16. BambooHR
• Feature/Setting: Custom reminder configuration on credential expiration date for each employee record.
3.17. Workday
• Feature/Setting: Business process with renewal alert notifications for expiring licenses.
3.18. ServiceNow
• Feature/Setting: Workflow triggers notification/email to therapist and manager on license expiry proximity.
3.19. ClickUp
• Feature/Setting: Automation from date custom field; notifies assignee of renewal/imminent expiration.
3.20. Mailgun
• Feature/Setting: Use `messages` API; batch send renewal notices with tracked delivery status.
3.21. Intercom
• Feature/Setting: Automated message campaign to remind license renewal, triggered by scheduled rule on expiration field.
3.22. Trello
• Feature/Setting: Power-Up automation for checklist due date; sends reminder card or notification.
Benefits
4.2. Ensures continuity of care with valid, active licensing.
4.3. Supports audit trails with verified notification and response logs.
4.4. Frees administrative resources by automating repetitive compliance work.
4.5. Reduces missed renewals and last-minute service interruptions.