Financial and Procurement AutomationPurpose
1.2. Automation ensures statements are delivered promptly, securely, and in compliance with healthcare regulatory standards.
1.3. Automates tracking of document receipt, access, and acknowledgement for audit readiness and compliance.
1.4. Integrates with financial systems, email, secure portals, and instant messaging platforms to automatablely route documents.
Trigger Conditions
2.2. Event-based (posting of final approved statement in the finance system).
2.3. Manual initiation by finance admin under special circumstances.
Platform Variants
3.1. Microsoft Outlook
• Feature/Setting: Automate sending emails with statement attachments using Office 365 Graph API; configure scheduled flows via Power Automate.
3.2. Gmail API
• Feature/Setting: Automates batch email sends with document links/attachments to stakeholder groups; utilizes OAuth and Gmail Send method.
3.3. Slack
• Feature/Setting: Slack API automator sends secure statement links to private channels or via direct bot DMs.
3.4. DocuSign
• Feature/Setting: Automated envelope creation and distribution for digital acknowledgment of statements (API: Envelopes:create).
3.5. SharePoint
• Feature/Setting: Automates upload of statements and sets permissions for stakeholders; sends access notification using SharePoint REST API.
3.6. Microsoft Teams
• Feature/Setting: Microsoft Graph API automates posting notifications or files in Teams channels or chats.
3.7. Box
• Feature/Setting: Box API automates secure file sharing and tracking downloads through events webhooks.
3.8. Dropbox
• Feature/Setting: Dropbox API automates file upload and shares access via emailed links with custom expiration.
3.9. Salesforce
• Feature/Setting: Salesforce Flow automates document attachment to stakeholder records and Chatter notification.
3.10. SAP ERP
• Feature/Setting: SAP API automates extraction and routing of financial statements to predefined distribution lists.
3.11. SendGrid
• Feature/Setting: SendGrid API automatedly sends transactional emails with attachments and recipient analytics.
3.12. Twilio SMS
• Feature/Setting: Twilio Programmable SMS API sends automated SMS notifications with secure download links.
3.13. AWS SES
• Feature/Setting: Amazon SES API automates bulk and secure email of statements with AWS identity management.
3.14. Google Drive
• Feature/Setting: Google Drive API automates file upload, permissions, and notification to stakeholder accounts.
3.15. Adobe Sign
• Feature/Setting: Adobe Sign API automates sending statements for e-signature or read acknowledgement.
3.16. Zoho Mail
• Feature/Setting: Zoho Mail API automates scheduled or triggers-based document delivery to recipient lists.
3.17. ServiceNow
• Feature/Setting: ServiceNow Flow automating notification and document path to stakeholders’ portals.
3.18. Freshdesk
• Feature/Setting: Automator triggers automated ticket creation and document attachment to stakeholder profiles.
3.19. OneDrive
• Feature/Setting: OneDrive API automates sync, sharing, and automated access notifications.
3.20. SFTP (Secure File Transfer)
• Feature/Setting: Automates secure, scheduled uploads to stakeholders’ SFTP servers via orchestrated scripts.
Benefits
4.2. Ensures traceable, audit-ready records of statement delivery across hospital departments.
4.3. Automator process enables real-time reporting of access and acknowledgment statuses.
4.4. Increases compliance and reduces operational risk via secure, automatable channels.
4.5. Provides scalable automated workflows adaptable to expanding hospital stakeholder lists.