Patient Intake and Onboarding AutomationPurpose
Trigger Conditions
2.2. Referral form received from partnering healthcare provider.
2.3. Patient accesses unique intake form link sent by SMS or email.
2.4. Intake form submission event from patient website.
2.5. Entry logged in patient management or EHR solution via API.
Platform Variants
• Feature/Setting: Webhook integration — Configure “send post-submission data to custom URL” with secure endpoint.
3.2. Typeform
• Feature/Setting: API form webhook — Enable webhook trigger on completion and direct payload to automation endpoint.
3.3. Google Forms
• Feature/Setting: Google Forms Responses > Google Sheets > Apps Script or API — Configure Apps Script to send new row data on change to target endpoint/API.
3.4. Microsoft Forms
• Feature/Setting: MS Power Automate flow using “When a new response is submitted” trigger.
3.5. Cognito Forms
• Feature/Setting: API/JSON post on form submission — Enable data transfer to secure storage or EHR.
3.6. Formstack
• Feature/Setting: Automated workflows — Configure “Form Submission” as event, set up export via Formstack Documents, email, and API.
3.7. Wufoo
• Feature/Setting: Webhook notifications — Add notification URL in Form Settings > Notifications.
3.8. Zoho Forms
• Feature/Setting: Zoho Flow automation — Set up trigger for each new form submission, map to clinic’s storage.
3.9. SurveyMonkey
• Feature/Setting: SurveyMonkey Webhooks — Configure Callback URL under App Management.
3.10. Gravity Forms (WordPress)
• Feature/Setting: Webhook Add-On — Connect form submissions to endpoint for storage or processing.
3.11. HubSpot Forms
• Feature/Setting: Workflow automation — Trigger CRM pipeline move or API call on new form entry.
3.12. Salesforce Web-to-Lead
• Feature/Setting: Lead form captures posted data — API/mapping moves data to intake storage.
3.13. monday.com Forms
• Feature/Setting: Board integration — Automate data post to item board, trigger notification/integration.
3.14. Airtable Forms
• Feature/Setting: Integrations block — Use form input to automate record creation and sync via API.
3.15. Smartsheet Forms
• Feature/Setting: “On form submit” automation — Push record to Smartsheet, trigger further workflow.
3.16. Asana Forms
• Feature/Setting: Task creation on response — Automate intake notification, map submission to intake workflow.
3.17. Dropbox Sign (formerly HelloSign)
• Feature/Setting: Embedded forms, API Events/Webhooks — Store signed intake forms automatically.
3.18. DocuSign
• Feature/Setting: eSignature API — API-triggered storage after document completion.
3.19. Twilio SMS
• Feature/Setting: Programmable Messaging — Use SMS API to send secure form link, trigger on booking event.
3.20. SendGrid
• Feature/Setting: Transactional email API — Automated delivery of intake form link and confirmation, event hooks on open/click.
3.21. Zapier
• Feature/Setting: Multi-step Zap on form submission — Streamline routing to EHR, storage, notification platforms.
3.22. Make (Integromat)
• Feature/Setting: Automated scenario runs — Import form data, automate storage and notifications via integrations.
Benefits
4.2. Accelerates onboarding, improving patient experience.
4.3. Centralizes intake storage for compliance and audit readiness.
4.4. Triggers automated notifications for staff follow-up and patient communications.
4.5. Integrates intake with EHR/insurance API for pre-screening and pre-authorization.
4.6. Enables data-driven analytics to optimize onboarding processes.
4.7. Ensures secure, HIPAA-compliant handling of sensitive patient data through encrypted workflows.