Collection of pre-visit medical history

Purpose

1. Automate pre-visit medical history collection for pediatric endocrinology, reducing manual data entry, increasing accuracy, and ensuring relevant clinical information is available prior to appointments.

2. Enhances patient experience by minimizing in-clinic paperwork, optimizing intake workflow, automating reminders, securely storing data, and integrating with EHR systems.

3. Enables automated patient engagement, streamlines compliance, facilitates automated data transfer to physicians, and allows for automated analytics of medical history trends.

Trigger Conditions

1. Appointment scheduled in EHR or calendar system.

2. Patient registers online or through patient portal.

3. Automated reminder sent a set number of days prior to appointment.

4. Manual trigger by staff in dashboard.

5. Patient response to SMS/email prompt initiates data collection automation.

Platform Variants

1. Twilio SMS

• Feature/Setting: “Programmable Messaging”—Automate sending secure links to patients for history form; configure messaging trigger with Webhook.
  

2. SendGrid

• Feature/Setting: “Transactional Email API”—Automator sends dynamic pre-visit forms via automated email with tracking.
  

3. Google Forms

• Feature/Setting: Auto-generated form links via Forms API; automating prefilled patient data in link parameters and response collection.
  

4. DocuSign

• Feature/Setting: “eSignature API”—Automates sending consent and medical forms, collect e-signatures, integrate response with clinic workflow.
  

5. Jotform

• Feature/Setting: Webhooks & Jotform API—Automated generation and routing of pediatric intake forms to correct staff/doctor.
  

6. Typeform

• Feature/Setting: Typeform API—Automates collection and storage of structured patient data; integration for automated reminders.
  

7. Salesforce Health Cloud

• Feature/Setting: Health Cloud APIs—Set up automated lead and patient intake record creation with pre-visit data mapped to patient profile.
  

8. Microsoft Teams

• Feature/Setting: Adaptive Cards—Automates notification to staff when new pre-visit data is received; configure Webhook triggers.
  

9. Slack

• Feature/Setting: Incoming Webhooks—Automated alert to pediatric care team upon form submission, using patient's name and status auto-populated.
  

10. Epic EHR

• Feature/Setting: App Orchard or FHIR API—Automates import of structured pre-visit history directly into patient chart.
  

11. Cerner

• Feature/Setting: Cerner Open Developer Experience API—Automate patient data ingestion from external forms.
  

12. HubSpot

• Feature/Setting: Forms API—Automated creation of patient leads in CRM with pre-populated medical details.
  

13. Zoho CRM

• Feature/Setting: Workflow Automation—Configure to automatically map pre-visit answers to patient profiles.
  

14. Monday.com

• Feature/Setting: Forms & Automations—Automate ticket/task creation when pre-visit data received for follow-up.
  

15. Google Sheets

• Feature/Setting: Sheets API—Automatedly store form responses in shared spreadsheet for collaborative review.
  

16. Airtable

• Feature/Setting: Forms & Automations—Structured, automated medical data collection; trigger follow-up automator on new records.
  

17. Mailchimp

• Feature/Setting: Email Automation—Automated pre-visit procedural reminders with personalized form links.
  

18. Calendly

• Feature/Setting: Event Triggers—Automate form dispatch and reminders based on pediatric appointment booking.
  

19. Formstack

• Feature/Setting: Workflows Automation—Automated intake data routing and sync to EHR systems.
  

20. SurveyMonkey

• Feature/Setting: Webhooks—Automate collection/analysis of pre-visit data via automated survey links.
  

Benefits

1. Automates pre-appointment screenings and minimizes manual paperwork.

2. Collects complete, accurate data automatedly for pediatric endocrinologist review.

3. Automation accelerates intake, eliminating bottlenecks and enhancing patient satisfaction.

4. Automates compliance with data retention and privacy policies.

5. Triggers automated follow-ups, reminders, and escalations for incomplete or urgent cases.

6. Automated storage and integration with medical records centralizes data and supports analytics on endocrinology trends.

7. Enables instant, automated notifications to clinicians of new or high-priority patient history submissions.

8. Reduces administrative burden via end-to-end automation, freeing up staff for high-value tasks.