Patient medical history digital upload

Purpose

1. Provides an automated solution for patients to digitally upload and submit their medical history before an appointment.

2. Eliminates manual paper-based entries by automating intake, reducing errors and administrative workload.

3. Enables automating of secure document storage, retrieval, and processing in compliance with health data privacy regulations.

4. Facilitates automated notifications and follow-ups to patients for missing or incomplete data.

5. Integrates uploads into EHR and practice management systems for seamless, automated onboarding and pre-consult review.

Trigger Conditions

1. New appointment creation in the scheduling system.

2. Patient registers online or is added manually by staff.

3. Scheduled time-based trigger (e.g., 48 hours pre-appointment).

4. Incomplete medical history detected in existing records.

5. Manual trigger by staff for ad-hoc requests.

Platform Variants

1. DocuSign

• Feature/Setting: PowerForms API, automate digital form completion request with secure e-signature links.
  

2. Jotform

• Feature/Setting: Webhooks, automates patient form submission and uploads sent to cloud storage or EHR via API.
  

3. Typeform

• Feature/Setting: Responses API, automate retrieval of patient-uploaded files for direct patient record integration.
  

4. Google Forms

• Feature/Setting: App Script automation with Drive API to detect new uploads and automate file transfer/storage.
  

5. Microsoft Forms

• Feature/Setting: Power Automate flow connecting form submission to SharePoint or EHR automation.
  

6. Dropbox

• Feature/Setting: File Request and API Webhooks, automate notification and transfer of patient uploads.
  

7. Box

• Feature/Setting: File Upload API, automate organizing and sharing uploads directly with staff folders.
  

8. OneDrive

• Feature/Setting: File upload with Graph API, automate access controls and syncing with patient's profile.
  

9. Salesforce Health Cloud

• Feature/Setting: API for automated attachment of uploaded medical history to patient records.
  

10. Epic Systems

• Feature/Setting: FHIR API, automate ingesting patient documents into medical history modules.
  

11. Cerner

• Feature/Setting: Ignite APIs for automated document intake to patient profiles.
  

12. Google Workspace (Gmail/Sheets/Drive)

• Feature/Setting: Apps Script automates attachments, uploads, and seamless recordkeeping into Drive folders.
  

13. AWS S3

• Feature/Setting: S3 API automates secure patient file receipt and serverless processing.
  

14. Zapier

• Feature/Setting: Webhook and File Automator triggers for pushing/intaking uploaded documents across platforms.
  

15. Formstack

• Feature/Setting: Document Upload + Formstack Documents automatedly generates patient summary files on intake.
  

16. MedBridge

• Feature/Setting: API triggers automating record updates with new patient upload data.
  

17. SimplePractice

• Feature/Setting: Public Intake Forms and Document Upload triggers automate patient data syncing.
  

18. IntakeQ

• Feature/Setting: API/Webhook automates patient document uploads into management system.
  

19. Twilio

• Feature/Setting: SMS reminders and automated follow-up for missing uploads via programmable messaging API.
  

20. Slack

• Feature/Setting: Incoming Webhooks trigger automated notifications to admin channels on new patient upload.
  

Benefits

1. Automates patient data collection, reducing manual workload and errors.

2. Automated reminders reduce no-shows and incomplete intakes.

3. Automation enhances data security and compliance with industry regulations.

4. Automates integration and access, ensuring providers have up-to-date information.

5. Automated document handling supports faster clinical workflows and improved patient experiences.