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Automated patient intake and pre-authorization forms

Purpose

 1.1. Expedite patient intake by capturing essential medical and insurance data electronically.
 1.2. Initiate pre-authorization for air ambulance transport with synchronized insurance information.
 1.3. Minimize manual errors, collect consent, and streamline compliance documentation.
 1.4. Reduce response times and enhance care coordination between field, dispatch, and hospitals.
 1.5. Securely transmit forms and signatures to all stakeholders (EMT, admin, insurance, hospitals).
 1.6. Maintain full audit trails for regulatory and billing compliance.

Trigger Conditions

 2.1. New patient transport request via dispatch system or web portal.
 2.2. Referral from hospital or emergency physician for air transfer.
 2.3. Pre-arrival notification from field paramedics via mobile app.
 2.4. Form access initiated by patient or family member through secure link.
 2.5. Scheduled ambulance transport entered in scheduling software.

Platform Variants

 3.1. DocuSign
  • Feature: PowerForms API — Generate and send custom intake/pre-auth forms with e-sign capture.
 3.2. Salesforce Health Cloud
  • Tool: Flow Builder/API — Trigger record creation and auto-populate patient/insurance intake fields.
 3.3. Google Forms + Apps Script
  • Feature: OnSubmit event — Capture responses and auto-forward data to EMR/dispatch via webhook.
 3.4. Jotform
  • Setting: Webhook integration — Deliver completed form data to intake processing endpoint.
 3.5. Meditech Expanse
  • Function: Patient Intake API — Direct registration and insurance verification requests.
 3.6. Epic Systems
  • Tool: Interconnect API — Auto-create new episodes on receipt of external intake info.
 3.7. Twilio SendGrid
  • API: Dynamic Templates — Email secure forms, track opens, and automate reminders.
 3.8. Typeform
  • Feature: Hidden Fields & Webhook — Deploy mobile-friendly forms; push data on completion.
 3.9. Formstack
  • Setting: Workflow Automation — Route submitted forms to clinical admin/insurance verification.
 3.10. Cognito Forms
  • Feature: Data Connections — Sync collected info to CRM, billing, care documentation tools.
 3.11. PandaDoc
  • API: Document Generation — Auto-populate pre-authorization templates from patient intake data.
 3.12. Microsoft Power Automate
  • Action: Automated flows — Trigger on form submission to sync data into SharePoint/EMR.
 3.13. Zapier
  • Workflow: Form to EMR — Connect intake form apps with hospital and medical billing systems.
 3.14. CareCloud
  • API: Patient Registration — Accept digital pre-registration and pre-auth requests.
 3.15. Smartsheet
  • Setting: Form Submission Triggers — Auto-create intake records and assign tasks to staff.
 3.16. Airslate
  • Feature: Bots — Streamline document routing for signatures and insurance data.
 3.17. Adobe Acrobat Sign
  • API: Embedded Signing — Collect digital consent and push signed docs to medical records.
 3.18. Slack
  • Workflow: App Home/Workflow Builder — Alert teams on new patient intake and route files.
 3.19. Monday.com
  • Automation: Form to Board — Intake forms trigger pre-authorization task creation.
 3.20. AWS Lambda
  • Function: Serverless Integration — Process form data and forward to secure document storage.

Benefits

 4.1. Speeds up intake, minimizing time-to-care for air ambulance patients.
 4.2. Ensures insurance pre-authorization is initiated instantly and accurately.
 4.3. Automates compliance with audit trails and digital consent logs.
 4.4. Reduces paperwork, manual keying, and transcription errors.
 4.5. Enhances transparency and coordination for all patient care stakeholders.

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