Uploading scanned prescriptions to patient profiles

Purpose

1.1. Automating the process of uploading scanned prescriptions to patient profiles enables efficient, error-free document retention, streamlines compliance, and ensures that updated data is instantly available to healthcare staff and practitioners.
1.2. This automation facilitates real-time document management, reduces manual workloads, minimizes HIPAA compliance risks, and supports seamless data sharing across departments.
1.3. Ensures all scanned prescriptions are in the right patient's profile, centralizing medication records and supporting swift verification or audits.

Trigger Conditions

2.1. Automated monitoring of dedicated email inbox, cloud folder, or scanner output for new prescription scans.
2.2. Barcode or QR code detection extracted from scanned images for patient identification triggers automator flow.
2.3. Electronic Health Record (EHR) status changes, such as a new patient visit or pending document request, initiates automated upload.
2.4. Scheduled batch upload automation daily or after clinic closing hours.

Platform Variants

3.1. Google Drive
• API: Files: watch
• Feature/Setting: Automatedly detects new uploads in folder and routes to patient database.
3.2. Microsoft SharePoint
• API: REST API - ListItem Creation
• Feature/Setting: Automate adding doc in patient folder via Flow triggers.
3.3. Dropbox
• API: files/list_folder
• Feature/Setting: Automator monitors new file event, moves scan to EHR storage.
3.4. Box
• API: Webhooks
• Feature/Setting: Automates file arrival event to trigger profiling workflow.
3.5. AWS S3
• API: S3 Event Notifications
• Feature/Setting: Automatic lambda function upon new scan detects and matches patient.
3.6. OneDrive
• API: delta
• Feature/Setting: Sync automation identifies and uploads scan to EHR record.
3.7. Gmail
• API: Gmail API - watch
• Feature/Setting: Auto-extracts attachments, uploads scan to correct patient profile.
3.8. Outlook
• API: Microsoft Graph – Mail.Read
• Feature/Setting: Automates scanning inbox for new attachments, pushes into EHR.
3.9. Epic EHR
• API: Documents.upload
• Feature/Setting: Direct API document upload automates prescription attachment to record.
3.10. Cerner
• API: Document Repository API
• Feature/Setting: Automator uploads scanned files mapped by patient identifiers.
3.11. Meditech
• API: Data Repository upload
• Feature/Setting: Automates attachment upload to EHR patient chart.
3.12. Athenahealth
• API: Documents API
• Feature/Setting: Automator uploads via endpoint to patient’s document tab.
3.13. Salesforce Health Cloud
• API: File.upload
• Feature/Setting: Automatedly attaches scan to Contact (Patient) record.
3.14. Zoho Creator
• API: File upload API
• Feature/Setting: Automates prescription upload to patient module.
3.15. Zapier
• Feature/Setting: Use “New File In Folder” trigger, automate upload to connected EHR API.
3.16. Make (Integromat)
• Feature/Setting: File/Watch Triggers, automates routing to medical records system.
3.17. Slack
• API: files.upload
• Feature/Setting: Automatedly posts scan to private channel for staff validation before EHR ingest.
3.18. Twilio SendGrid
• API: Inbound Parse Webhook
• Feature/Setting: Automate scan extraction from emailed documents.
3.19. HelloSign
• API: Files.download
• Feature/Setting: Automatically detects signed prescription for EHR upload.
3.20. DocuSign
• API: Envelopes: Get Documents
• Feature/Setting: Automator fetches completed prescriptions, uploads into EHR.
3.21. Smartsheet
• API: Attachments
• Feature/Setting: Automates scan upload and links to relevant patient tracking sheet.
3.22. AirTable
• API: Attachments field
• Feature/Setting: Automates populating patient record with prescription scan.
3.23. SFTP
• API: Directory watcher
• Feature/Setting: Automatably polls SFTP and pushes new scans to storage or EHR.

Benefits

4.1. Automates record keeping for consistent, up-to-date records, and improved patient safety.
4.2. Automatedly routes documents, eliminating manual sorting errors and reducing staff workload.
4.3. Automation enhances compliance by ensuring timely document uploads, ready for audits.
4.4. Enables scalable, automatable processes supporting medical staff even as patient volume increases.
4.5. Automating integrations assure seamless, traceable, and HIPAA-compliant document management.