Assign case managers automatically

**Purpose**

1.1. Automatically assign incoming patient cases to available case managers, optimizing workload distribution and reducing manual assignment inefficiencies.
1.2. Enable faster patient onboarding, ensuring each case receives immediate, dedicated support, tracking, and documentation.
1.3. Integrate with EHR/CRM/Intake solutions to streamline notifications, schedules, and escalation logic across care teams.
1.4. Ensure compliance with HIPAA/privacy by logging, auditing, and notification features specific to mental health workflows.

**Trigger Conditions**

2.1. New patient intake submission (via online form, EHR, or third-party intake partner).
2.2. Patient referral from external provider or detox/rehab facility.
2.3. Reception of initial assessment or insurance eligibility verification.
2.4. Scheduling activity that matches pre-set intake criteria.

**Platform Variants**

3.1. **Salesforce Health Cloud**
• Flow Builder: Trigger on new intake record and assign via user assignment API (Case.OwnerId update).

3.2. **Microsoft Dynamics 365 Healthcare Accelerator**
• Power Automate: On intake entity creation, invoke "Assign" action to delegate to available case manager.

3.3. **Cerner Open Developer Experience**
• FHIR API (Patient.create): Listen for new patient, assign Encounter.careManager using Clinical API.

3.4. **Epic App Orchard**
• MyChart intake event: Webhook fires, run assignment logic with Epic Bridges integration (Provider.npi).

3.5. **Athenahealth API**
• /patients POST hook: Assign responsible provider using /patientassignments endpoint.

3.6. **Zendesk Support**
• Trigger: "Ticket is created" — Action: "Assign to group: Case Managers."

3.7. **ServiceNow Healthcare Case Management**
• Flow Designer: New case intake record triggers assignment to "Case Manager" group.

3.8. **Twilio Studio**
• Incoming messaging flow: On new SMS/web intake, Studio calls Lambda/HTTP to determine responsible manager and sends notification.

3.9. **Jotform**
• Submission Trigger + Zapier: On new form, assign by API call to EHR, Slack, or Google Sheets (Assignment log).

3.10. **Google Workspace**
• Apps Script: On Sheets intake row added, custom logic assigns manager in column, email via Gmail API.

3.11. **Slack**
• Workflow Builder: Intake channel post triggers workflow to select available manager and alert/channel assign.

3.12. **Airtable**
• Automations: On new record in "Intakes," run script to match with least-busy manager (Linked Record field update).

3.13. **HubSpot**
• Workflow Automation: New contact triggers "Rotate record to owner" or API to custom assignment microservice.

3.14. **Zoho CRM**
• Workflow: New lead triggers function to assign to user based on load, and alerts via Cliq webhook.

3.15. **DocuSign**
• Envelope Complete event: Webhook triggers patient onboarding automation, assigns via EHR/CRM API.

3.16. **Intercom**
• Inbox assignment: On conversation from intake form, auto-assign with "Round Robin" to available case managers.

3.17. **Formstack**
• Workflow Automation: Intake form submit triggers conditional routing to mapped case manager.

3.18. **Freshdesk**
• Automations: New ticket from intake form auto-assigned to case manager group/team.

3.19. **Asana**
• Rules Automation: New task in "Patient Intake" project assigned to manager with capacity.

3.20. **Monday.com**
• Automations: On new item in "Intake," run auto-assign rule to manager with lowest open count.

3.21. **Trello**
• Butler Bot: Intake card creation triggers assign card to manager with lightest load.

3.22. **ClickUp**
• Automations: Intake list task creation applies assignment logic and notifies responsible manager.

3.23. **Workday Healthcare**
• Business Process Framework: New patient record triggers assign-to-manager action based on availability.

3.24. **Oracle Cerner Millennium**
• Care Assignment API: Automate Encounter-to-manager match via scripting and webhooks.

3.25. **Kipu Health**
• Automation Rule: Admission event triggers API call to assign case manager within Kipu workflow.

**Benefits**

4.1. Reduces administrative delays, enabling real-time assignment for improved patient care engagement.
4.2. Promotes fairness by balancing caseloads and tracking manager availability.
4.3. Ensures auditability and transparency in patient assignment for compliance.
4.4. Increases patient satisfaction by reducing onboarding time and improving responsiveness.
4.5. Frees up clinical staff from repetitive administrative work, accelerating support for high-need cases.