Coordination of communication with referring physicians

Purpose

1.1. Automate coordination of communication with referring physicians to ensure timely updates, exchanges of critical clinical notes, and swift relay of operative outcomes, automating referral feedback loop and supporting seamless patient management across care transitions.
1.2. Automatedly notify referring physicians when a patient referral is received, consultation is booked, surgery is completed, and follow-up or discharge summaries require sharing, automating compliance with best-practice correspondence for bariatric surgery.
1.3. Automatically document communication in EHRs, streamline referrals tracking, and automate reminders for missing or required documents, reducing manual workload and error rates.
1.4. Automates collection of referring physician contact data, automates updates if contacts change, and facilitates automatable secure messaging or document sharing to maintain HIPAA compliance.

Trigger Conditions

2.1. New patient referral received from an external provider.
2.2. Referral status changed or updated automatically in EHR/CRM.
2.3. Consultation, surgery, or discharge scheduled or completed.
2.4. Automatable critical lab or imaging data made available.
2.5. Custom trigger via form submission or secure messaging workflow.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automatedly send SMS notifications upon case updates—configure "API: Send Message" with webhook trigger for new status events.

3.2. SendGrid
• Feature/Setting: Automated email updates—configure "Mail Send API" using dynamic email templates, automating personalized notifications to referring physicians.

3.3. Google Workspace (Gmail & Calendar)
• Feature/Setting: Automate automated Gmail emails and Calendar events for surgical dates using "Apps Script" or "API: send" endpoints linked to patient status.

3.4. Microsoft Outlook/365
• Feature/Setting: Automate email or calendar invites to referring physicians using "Microsoft Graph API: sendMail" and "createEvent".

3.5. Slack
• Feature/Setting: Automate secure messaging via "Incoming Webhooks" to physician-specific channels on referral update events.

3.6. Microsoft Teams
• Feature/Setting: Automates team notifications using "Microsoft Graph API: sendChatMessage" for instant multi-party referencing.

3.7. DocuSign
• Feature/Setting: Automate document sharing and e-signature requests via "eSignature REST API: Envelopes::create" for feedback forms or consent exchange.

3.8. Salesforce Health Cloud
• Feature/Setting: Automates physician communication using "Outbound Messaging API" with automatable templates for care updates.

3.9. Epic EHR
• Feature/Setting: Automates physician notification via "FHIR API: CommunicationRequest" when milestone encounters happen.

3.10. Cerner PowerChart
• Feature/Setting: Automate document and alert delivery using "Cerner Open Developer Experience (CODE) FHIR: Communication".

3.11. Zoho CRM
• Feature/Setting: Automates referral tracking and communication with "Workflow Rules: sendMail" using physician contact records.

3.12. Mailgun
• Feature/Setting: Automate secure transactional email to referring parties via "API: messages" for status change triggers.

3.13. RingCentral
• Feature/Setting: Automate call or SMS notifications with "Message API: SMS Create" and call logs tied to patient data changes.

3.14. Intercom
• Feature/Setting: Automates in-app or email delivery using "Messages API" for referring physician dashboards.

3.15. Zoom
• Feature/Setting: Automates scheduling telehealth consults with referring physicians using "Meetings API: Create a Meeting" linked to consult triggers.

3.16. Dropbox
• Feature/Setting: Automates sharing of secure discharge summaries via "API: folders/share" when patient record is updated.

3.17. HubSpot
• Feature/Setting: Automate email sequences using "Workflows" and "Emails API" to streamline communication flows.

3.18. JotForm
• Feature/Setting: Automates referral form data collection using "Webhooks" to trigger provider notification.

3.19. Asana
• Feature/Setting: Automate task assignment for communication follow-up using "API: tasks.create" based on patient event triggers.

3.20. WhatsApp Business API
• Feature/Setting: Automates outbound communication to referring GPs via "messages/send" configured for compliance and messaging templates.

Benefits

4.1. Automates redundant manual follow-up tasks, reducing staff burnout.
4.2. Automator standardizes communication and minimizes missed information.
4.3. Automated processes ensure HIPAA/GDPR compliance for audit trails.
4.4. Automating status updates builds trust with referring partners and optimizes patient journey.
4.5. Automates fast, secure exchange of clinical data, enhancing care coordination.
4.6. Automation eliminates delays from fax/phone lag, ensuring real-time notifications.
4.7. Automator enables scalable multi-physician correspondence as practice grows.