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Medical record updates and notifications

Purpose

1. Ensure accurate and timely updates of animal medical records across shelter systems, including automated staff and adopter notifications.

2. Synchronize health checks, vaccination records, and medical interventions with internal databases and external partner platforms.

3. Enable real-time alerts and reports for urgent cases, medication schedules, or upcoming veterinary appointments.

4. Minimize manual entry errors and administrative delays in medical/animal care operations.


Trigger Conditions

1. New or updated medical record in shelter management software.

2. Entry of vaccination or medication status by medical team.

3. Scheduled veterinary check-up or medical treatment due.

4. Emergency admission requiring immediate notification.

5. Status change in animal’s health or adoptability.


Platform Variants

3.1. Salesforce Health Cloud
• Feature: REST API integration to trigger record update (PATCH/POST /records).
• Sample: Configure webhook on animal_medical_record update event.
3.2. Google Sheets
• Feature: OnChange trigger; use Sheets API "spreadsheets.values.update" for records.
• Sample: Monitor “Medical Records” sheet for changes to status columns.
3.3. Twilio SMS
• Feature: Programmable SMS API (“/Messages” endpoint) for alerts to staff or adopters.
• Sample: Send SMS when medication overdue status detected.
3.4. SendGrid
• Feature: Mail Send API (“v3/mail/send”) for batch email notifications.
• Sample: Automatic email on vaccination update.
3.5. Microsoft Teams
• Feature: Webhook Connector for channel notifications.
• Sample: Post adaptive card to “Medical Operations” channel if critical record change.
3.6. Slack
• Feature: Incoming Webhook to #animal-health channel.
• Sample: Notify team on new urgent medical intake.
3.7. Zoho Creator
• Feature: Deluge script to update and broadcast changes via API.
• Sample: Script runs on Animal_Record update and notifies assigned staff.
3.8. Airtable
• Feature: Automations with REST API; “updateRecord” action.
• Sample: Flag overdue vaccinations and trigger notification scenario.
3.9. Asana
• Feature: Task creation via API on scheduled medical tasks.
• Sample: Auto-create “Medication follow-up” tasks for staff.
3.10. Monday.com
• Feature: Item update webhook/API mutation for tracking health records.
• Sample: Post updates to “Adoption Ready” boards after health check.
3.11. HubSpot
• Feature: Workflow automation (Webhooks/API) for contact updates.
• Sample: Notify adopters about follow-up vaccinations.
3.12. Mailchimp
• Feature: Trigger audience segment campaign upon adopter medical update.
• Sample: Email automation for post-adoption health reminders.
3.13. Microsoft Outlook
• Feature: Calendar API integration; create medical appointments.
• Sample: Auto-schedule staff reminders on treatment dates.
3.14. DocuSign
• Feature: PowerForms or API; send medical forms for e-signature.
• Sample: Automated release form dispatch post-treatment.
3.15. Jotform
• Feature: API/ Webhooks to capture new medical record questionnaires.
• Sample: Intake form completion triggers internal record updates.
3.16. Smartsheet
• Feature: Workflows/Update Requests for records.
• Sample: Notify managers on overdue treatment updates.
3.17. Notion
• Feature: Integration API; Notify database users or update notes.
• Sample: Add/update animal profile when vet record changes.
3.18. WhatsApp Business API
• Feature: Message templates to assigned caretaker numbers.
• Sample: Automated med-alerts for emergency admissions.
3.19. Dropbox
• Feature: File Requests API for uploading medical documents.
• Sample: Alert team for new document uploads related to animal care.
3.20. Quick Base
• Feature: Pipelines automation to trigger notifications and updates.
• Sample: Auto-update condition field; alert assigned veterinarians.

Benefits

1. Eliminates manual backlog in medical records and urgent communication.

2. Maintains up-to-date health information accessible to authorized roles.

3. Proactively alerts staff and adopters, reducing risks of missed care.

4. Seamlessly connects external and internal systems, minimizing duplicate entry and errors.

5. Enhances compliance and rapid response for animal welfare standards.

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