Compliance & Reporting**Purpose**
2. Consolidate patient data, treatment logs, practitioner certifications, and procedure statistics for mandatory health regulatory filings.
3. Automate deadline alerts to compliance officers and management, reducing audit risk and manual tracking.
**Trigger Conditions**
2. Completion or scheduling of regulated medical procedures.
3. Approaching regulatory filing deadlines (configurable: monthly, quarterly, annually).
4. Change in regulatory reporting standards or requirements (via update feeds).
**Platform Variants**
• Action: "Office 365 Outlook – Send an email" and "SharePoint – Get items" to compile data and trigger reminders.
• Configuration: Set workflow for EHR form updates and regulatory calendar events.
3.2. Zapier
• Feature: “Schedule by Zapier” and Google Sheets integration to extract and compile data weekly.
• Configuration: Define Triggers with “New/Updated Spreadsheet Row,” Action “Send Email”.
3.3. Google Calendar API
• Feature: Set recurring events for government reporting timelines.
• Configuration: Insert events via API with notification rules linked to compliance officers.
3.4. Twilio
• Feature: Programmable SMS Reminders.
• Configuration: Use Messaging API; schedule SMS for staff before due dates.
3.5. SendGrid
• Feature: Automated HTML email campaigns for compliance notifications.
• Configuration: Use Marketing Campaigns API, targeting regulatory teams.
3.6. Salesforce
• Feature: Workflow Rules and Reports API.
• Configuration: Trigger report exports and tasks when compliance data fields are updated.
3.7. Slack
• Feature: Scheduled reminders via Reminders API.
• Configuration: Automate channel alerts for compliance report due dates.
3.8. Airtable
• Feature: Scripting and Automations.
• Configuration: Script to filter records for regulatory criteria, invoke email notification.
3.9. Asana
• Feature: Task automation for compliance workflow.
• Configuration: Create tasks on regulatory calendar events via Rules API.
3.10. Smartsheet
• Feature: Alerts & Actions workflows.
• Configuration: Trigger report creation/reminder emails from specific sheet data.
3.11. Trello
• Feature: Butler Power-Ups for scheduled cards/checklists.
• Configuration: Automated movement/checklist population based on reporting cycles.
3.12. Monday.com
• Feature: Deadline automations.
• Configuration: Notify compliance board 1 week in advance of each reporting period.
3.13. DocuSign
• Feature: Document completion and delivery reminders.
• Configuration: API webhooks to alert on document signature status or pending regulatory forms.
3.14. Workday
• Feature: Business process alerts for healthcare compliance.
• Configuration: Automated task assignment and audit logs for regulatory steps.
3.15. ServiceNow
• Feature: Workflow and Notification Engine.
• Configuration: Auto-generate compliance tasks/tickets and follow-up notices.
3.16. HubSpot
• Feature: Workflows for email reminders.
• Configuration: Configure sequences for deadline awareness among compliance team.
3.17. Oracle Netsuite
• Feature: Saved Search & Scheduled Reports.
• Configuration: Automatically distribute compliance status reports to key stakeholders.
3.18. AWS Lambda
• Feature: Scheduled cloud functions for deadline verification and alerts.
• Configuration: Use EventBridge to invoke Lambda for batch reporting tasks.
3.19. Google Cloud Functions
• Feature: Automate report collation on EHR system changes.
• Configuration: Trigger function via Pub/Sub message for data change.
3.20. Microsoft Teams
• Feature: Automated chat notifications.
• Configuration: Use Graph API to push reminders into compliance-focused channels.
**Benefits**
2. Accelerates compilation of complex reports from clinical and operational data.
3. Delivers verifiable audit trails for all notifications and submissions.
4. Ensures organization-wide awareness of compliance responsibilities.
5. Frees compliance and admin staff for higher-value tasks.