Expiry-date monitoring for medical supplies

Purpose

1. Automate expiry-date monitoring for medical supplies across all inventory to minimize loss and improve patient safety.

2. Ensures real-time detection and alerting about supplies approaching expiration via CRM, messaging, or dashboard platforms.

3. Automates replenishment workflows, purchase requests, and compliance documentation for expiring stock.

4. Automatedly supports traceability, regulatory adherence, and resource forecasting for uninterrupted healthcare operations.

Trigger Conditions

1. Scheduled scan of inventory database for items nearing expiration within a user-defined threshold (e.g., 90/60/30/7 days).

2. API webhook event from inventory or ERP system on any update to expiry dates or lot numbers.

3. Manual upload or import of new inventory, triggering immediate expiry check automation.

4. Automated alert upon low stock levels of items with non-expired equivalents.

Platform Variants

1. Salesforce

• Feature/Setting: Process Builder — Automates expiry alerts to assigned users when product dates approach. Example: Configure "Scheduled Actions" with formula for expiry date minus 30.
  

2. Microsoft Power Automate

• Feature/Setting: Scheduled flow — Automates daily scan of SharePoint/Dataverse inventory for expiring lots. Sample: "When a record is modified" + "Condition" for ExpiryDate < Today+30.
  

3. ServiceNow

• Feature/Setting: Workflow Editor — Automates tasks for supply chain managers when expiry dates are <45 days. Example: "Create Task" in supply chain module.
  

4. Slack

• Feature/Setting: Incoming Webhook — Automates expiry-date notifications to inventory channel. Sample: JSON payload to Webhook URL.
  

5. Twilio SMS

• Feature/Setting: Messaging API — Automates sending SMS on supplies with <10 days to expiry. Example: "Send SMS" with dynamic field for product and expiry.
  

6. Google Sheets

• Feature/Setting: Google Apps Script — Automated script checks expiry and emails stakeholders. Example: Time-driven trigger + custom function for date comparison.
  

7. SendGrid

• Feature/Setting: Transactional Templates — Automates batch expiry reminders via email. Sample: Dynamic list segmentation for expiring inventory.
  

8. SAP ERP

• Feature/Setting: SAP Workflow — Automates generation of purchase requisitions for items expiring within 30 days. Example: "Start Workflow" on MSEG table conditions.
  

9. Oracle Cloud

• Feature/Setting: Oracle Integration Cloud — Automates expiry sync between supply chain and procurement modules. Example: Scheduled orchestrations, REST API polling.
  

10. NetSuite

• Feature/Setting: SuiteFlow — Automates internal notifications and reorder for expiring inventory. Sample: Workflow with "Date formula" for expiry check.
  

11. HubSpot

• Feature/Setting: Workflow Automation — Automatedly updates lifecycle stage for products with soon-to-expire status. Example: List-based workflow with custom property for ExpiryDate.
  

12. Monday.com

• Feature/Setting: Automated board notifications — Automates expiry alerts to teams. Example: Date column automation with notification recipe.
  

13. Zoho Inventory

• Feature/Setting: Custom Function — Automates detection and alert workflow. Example: Scheduled script on expiry field.
  

14. Airtable

• Feature/Setting: Automations — Automates email/slack notices on “Expiry Date” field. Example: Scheduled automation on filter view for expiry.
  

15. AWS Lambda

• Feature/Setting: Scheduled Function — Processes S3/DB entries and automates expiry alerts. Example: CloudWatch Event trigger + custom Python logic.
  

16. Freshservice

• Feature/Setting: Workflow Automator — Automates ticket creation for expired/expiring items in IT/Medical asset module. Example: Condition on asset expiry attribute.
  

17. PagerDuty

• Feature/Setting: Event Rules — Automatedly escalates incidents for expired critical medical supplies. Example: "Event Rule" for expiry flag in event payload.
  

18. Microsoft Teams

• Feature/Setting: Adaptive Cards via Webhook — Automates expiry notice posts to logistics channel. Example: POST request via webhook with expiry summary.
  

19. Trello

• Feature/Setting: Butler Automation — Automatedly creates cards and reminders for inventory review. Example: Scheduled command for expiry label filter.
  

20. Asana

• Feature/Setting: Rules/Automation — Creates tasks for soon-to-expire stock. Example: Date-driven rule triggers task assignment.
  

21. Meditech

• Feature/Setting: Data Repository Export + Notification Service — Automatedly cross-checks and sends expiry alerts by integrating with notification service API.
  

22. Jotform

• Feature/Setting: Email Notifications — Automates expiry results collected via form. Example: Conditional email trigger on expiry field.
  

23. DocuSign

• Feature/Setting: Workflow Integration — Automates signature triggers for compliance removals of expired items. Example: "When field is date" logic.
  

24. Zapier

• Feature/Setting: Multi-step Zaps — Combines various inventory feeds, automates expiry flagging and messaging. Example: Schedule + Filter + Email.
  

Benefits

1. Automated expiry monitoring reduces manual errors and decreases wasteful discards.

2. Automation of alerts ensures real-time inventory review and timelier purchasing.

3. Automating regulatory compliance reporting through workflow reduces audit risks.

4. Streamlining reordering and removal allows hospitals to automate supply continuity and optimize costs.

5. Automated visibility on expiry trends enables data-driven planning and quality improvement.