Patient Communication & EducationPurpose
1.2. Automate patient feedback loops after form submission to gauge satisfaction, document concerns, and propose follow-up.
1.3. Integrate automated document routing, reminders, and status updates for staff and patients.
1.4. Centralize all form data in EHR or shared team spaces and automatically escalate flagged responses for review.
1.5. Automating patient education delivery alongside the form process, tailored by form contents and submitted preferences.
Trigger Conditions
2.2. Manual request triggered by staff via clinic dashboard.
2.3. Completion or partial completion of initial EHR intake record.
2.4. Time-based triggers (e.g., X days before due date/autogenerated reminders for incomplete submission or overdue feedback loops).
2.5. Patient opt-in for digital communication or automated education.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Automated SMS reminders for birth plan form completion.
• Sample configuration: Twilio API – Send SMS, trigger on intake initiation, text: “Please complete your digital birth plan at: [link].”
3.2. SendGrid
• Feature/Setting: Automated email delivery and scheduled reminders.
• Sample configuration: SendGrid v3 Mail Send API, trigger on appointment creation, email template with secure form link.
3.3. Google Forms
• Feature/Setting: Automated form creation/response tracking.
• Sample configuration: Form responses trigger webhook/automator flow for confirmation, approval, and feedback initiation.
3.4. DocuSign
• Feature/Setting: Automate secure patient e-signature of birth plans.
• Sample configuration: Envelope creation via API, send template with signer data, webhook on completion for feedback trigger.
3.5. Salesforce Health Cloud
• Feature/Setting: Automating workflow for intake/submission logging and automated follow-up cases.
• Sample configuration: Process Builder/Flow automations linked to patient record updates.
3.6. Microsoft Power Automate
• Feature/Setting: Automate feedback loop survey dispatch when birth plans are marked complete.
• Sample configuration: Trigger on MS Form or SharePoint List item creation.
3.7. HubSpot
• Feature/Setting: Automate email sequences for form reminders and feedback collection.
• Sample configuration: Workflow automation using contact property (form received/feedback status).
3.8. JotForm
• Feature/Setting: Automated submission notifications and pre-configured feedback surveys.
• Sample configuration: Webhook integration, custom thank-you messages with follow-up survey link.
3.9. Zoho CRM
• Feature/Setting: Automate task creation for staff and automated patient follow-up activities.
• Sample configuration: Blueprint workflows for patient process status.
3.10. Slack
• Feature/Setting: Automate internal notification to channel when birth plan submitted/feedback received.
• Sample configuration: Incoming webhook, configured per status change.
3.11. Typeform
• Feature/Setting: Author feedback loops with conditional logic for escalations.
• Sample configuration: Webhook/follow-up automation on Typeform submission.
3.12. Monday.com
• Feature/Setting: Automated task assignments per form state; real-time tracking.
• Sample configuration: Board automation (when status/form received, assign to nurse A).
3.13. Airtable
• Feature/Setting: Automate data ingestion, assign review flags, and trigger feedback email workflows.
• Sample configuration: Airtable Automations, custom scripting for notifications.
3.14. Intercom
• Feature/Setting: Automate in-app education and chat-based reminders.
• Sample configuration: Automated outbound message on patient signup.
3.15. Firebase Cloud Functions
• Feature/Setting: Automate custom logic for form submission, storage, and dynamic feedback routing.
• Sample configuration: Trigger function on new Firestore doc (form submission).
3.16. Zapier
• Feature/Setting: Automate integration and sequencing between intake forms, emails, SMS, and CRMs.
• Sample configuration: Multi-step zap; trigger: form complete; actions: send email, update CRM, Slack notification.
3.17. SurveyMonkey
• Feature/Setting: Automate feedback request sequence post-plan approval.
• Sample configuration: Survey distribution via API upon plan status change.
3.18. ClickSend
• Feature/Setting: Automate SMS/voice call reminders for overdue plans.
• Sample configuration: API triggered when due date-7 days and X no submission.
3.19. Trello
• Feature/Setting: Automate card creation and movement by form submission status.
• Sample configuration: Butler automations for labels, due dates, triggers.
3.20. Notion
• Feature/Setting: Automate live database of forms and feedback; set reminders for follow-ups.
• Sample configuration: Integrations API/automator notified on new entry.
3.21. Clarity Stack
• Feature/Setting: Automates predictive analysis of patient responses and triggers alerts.
• Sample configuration: Connect intake/feedback data feeds for risk scoring.
3.22. Freshdesk
• Feature/Setting: Automate ticket creation for every concern flagged in feedback.
• Sample configuration: Ticket auto-assignment workflow when patient concern detected.
3.23. Asana
• Feature/Setting: Automate tasks for staff reviews and patient follow-ups per workflow status.
• Sample configuration: Asana API, create tasks with due dates tied to feedback results.
3.24. Mailchimp
• Feature/Setting: Automating education drip campaigns based on form answers.
• Sample configuration: Audience triggered by form integration API, segment sends.
Benefits
4.2. Automating reminders and notifications reduces no-shows and incomplete plans.
4.3. Ensures all data is automatable and traceable for compliance.
4.4. Automator logic enables proactive management of flagged responses.
4.5. Automated feedback loops increase patient engagement and quality improvement.
4.6. Frees staff for more complex, non-automatable care tasks through effective workflow automation.