Intake form digital storage and routing

Purpose

1.1. Digitize intake form submissions for animal hospital patients, route form data to staff, update EHR systems, trigger appointment workflows, assign follow-ups, store documents securely, notify stakeholders, and enable real-time access spanning front-desk, medical, and admin needs.
1.2. Ensure HIPAA/PII compliance, minimize manual entry, reduce wait times, eliminate data loss, and centralize patient information for coordinated care and analytics.

Trigger Conditions

2.1. Patient submits digital intake form via clinic website, emailed link, SMS, or in-office tablet.
2.2. New appointment scheduled, revision of patient data, or submission of additional documentation.
2.3. Incoming API call from partner referral or direct walk-in flagged at reception.

Platform Variants

3.1. Jotform
• Feature: Webhook Integration — Configure webhook URL to push new submission data.

3.2. Google Forms
• Feature: Google Apps Script Trigger — Bind form submit event to export data to external API.

3.3. Typeform
• Feature: Webhooks — Enable POST webhook for every new completed form entry.

3.4. Microsoft Forms
• Feature: Power Automate Flow — Automate trigger on submission to deposit response in SharePoint and notify staff.

3.5. Wufoo
• Feature: Webhook Notification — Set webhook URL to push form data on every submit event.

3.6. Gravity Forms
• Feature: Zapier Add-on — Trigger workflow when form is submitted, sending data to CRM or database.

3.7. Cognito Forms
• Feature: API Connector — Use form submission webhook to deliver data to target endpoint.

3.8. Formstack
• Feature: Document Routing — Use Workflows to route submitted intake forms for approval.

3.9. Airtable
• Feature: Form Submission Automation — Set up script or automation on new record creation from embedded intake form.

3.10. Salesforce Health Cloud
• API: Intake_Form__c Object API — Create record with patient data on new form submission.

3.11. Zoho Creator
• Feature: Workflow Automation — On submission, run script to store data and alert clinicians.

3.12. Epic Systems
• API: Interconnect API/HL7 Inbound — Intake data POSTed to patient chart via API integration.

3.13. DocuSign
• Feature: Envelope Sent/Completed — Route completed intake forms as secure PDF to storage.

3.14. Meditech
• API: Expose RESTful endpoint — Ingest patient intake forms through POST payload.

3.15. Box
• Feature: File Request/Upload — Store submitted forms via API or secure upload folder.

3.16. Dropbox
• API: File Upload v2 — Intake PDF/jpg form and route to patient directory.

3.17. OneDrive for Business
• Feature: Automated Folder Creation — Save form and notify staff using Microsoft Power Automate.

3.18. Google Drive
• API: Files.create — Auto-generate new folder, upload form with patient metadata as filename.

3.19. Slack
• API: Incoming Webhooks — Send channel alert with patient info and intake form link.

3.20. Twilio
• API: SMS Webhook — Trigger reply or internal alert following form filled from SMS link.

3.21. ServiceNow
• API: Create Record — Register new patient case and attach intake documentation.

3.22. Monday.com
• Feature: Form Automation — Intake form creates new board item for workflow assignment.

3.23. Asana
• API: Task Creation — Generate task on new intake, assign to intake coordinator.

3.24. Trello
• API: Card Creation — Intake submission adds card to "New Patients" list, assign members.

3.25. Intercom
• API: Conversation Initiation — Start chat thread with patient data post-intake.

Benefits

4.1. Eliminates paper processes, ensuring fast, accurate patient registration.
4.2. Prevents data silos—securely shares data across EHR, scheduling, and communications.
4.3. Enhances compliance with automated audit trails and access control.
4.4. Enables rapid staff triage, improved patient experience, and actionable analytics.
4.5. Reduces human errors and administrative workload, speeding up initial consults.