Patient Intake & OnboardingPurpose
1.2 Facilitate rapid clinical team response, update records, trigger onboarding steps, and enable follow-up without delays.
1.3 Enhance operational efficiency, reduce manual oversight, and support quality assurance in intake management.
1.4 Maintain detailed audit trails for notifications sent for regulatory and insurance requirements.
1.5 Support custom routing to varied departments (clinical, administrative, counselors), based on patient attributes.
Trigger Conditions
2.2 Patient qualifies for alcoholism treatment program.
2.3 All required fields validated (contact, insurance, consent).
Platform Variants
3.1 Twilio SMS
• Feature/Setting: Messaging API; configure POST to /Messages for SMS alerts; use staff phone numbers as recipients.
• Sample: POST /2010-04-01/Accounts/{AccountSid}/Messages with "New patient [Name] registered".
3.2 SendGrid
• Feature/Setting: Mail Send API; trigger POST /mail/send to deliver templated alert emails to staff group.
• Sample: POST with JSON containing subject "New Intake: [Patient Name]" and relevant staff emails.
3.3 Slack
• Feature/Setting: Incoming Webhooks; send POST request to webhook URL with patient registration announcement.
• Sample: JSON payload "New patient registered: [Details]".
3.4 Microsoft Teams
• Feature/Setting: Incoming Webhook; post a message to general or intake channel when new registration is completed.
• Sample: POST webhook with formatted message content.
3.5 PagerDuty
• Feature/Setting: Events API v2; send trigger event with patient info to incident response teams.
• Sample: POST /v2/enqueue with payload_type "incident.trigger".
3.6 Google Chat
• Feature/Setting: Webhook integration; send automated notification message to appropriate room.
• Sample: POST JSON alert to room webhook.
3.7 HubSpot
• Feature/Setting: Workflow automation; trigger internal notification using "Send Notification" action.
• Sample: Set event as "Patient Registration", route to team "Intake".
3.8 Salesforce
• Feature/Setting: Notification Builder; create custom notification and set process builder trigger as new patient object entry.
• Sample: Define action "Notify Staff" for Addiction Recovery team.
3.9 Zoho CRM
• Feature/Setting: Workflow Rules; automate "Send Notification" to staff when patient record is created.
• Sample: Set module "Contacts", trigger on insert.
3.10 Microsoft Outlook
• Feature/Setting: Power Automate flow; send automatic alert email with patient details to intake group.
• Sample: New item in patient table triggers "Send Email" action.
3.11 Gmail
• Feature/Setting: Apps Script; auto-send notification emails when a row is added to Google Sheet (intake log).
• Sample: Trigger "onEdit" function, deliver email to staff list.
3.12 Asana
• Feature/Setting: Task automation; create task in "New Patients" project and @mention relevant users.
• Sample: Use Asana API POST /tasks with medical intake prompt.
3.13 Trello
• Feature/Setting: Butler Automation; auto-create card on "New Admission" board and alert team.
• Sample: Trigger when patient is added to master list.
3.14 Monday.com
• Feature/Setting: Automation Center; notify team members via pulse update when a patient intake form is completed.
• Sample: "When new item is created, notify users".
3.15 Intercom
• Feature/Setting: Custom Bots; trigger team notification using bot workflows when new client enters database.
• Sample: Set event trigger on intake tag.
3.16 Freshdesk
• Feature/Setting: Automations; auto-create ticket and notify departments on new registration.
• Sample: "On new contact", set assign and notify rule.
3.17 ClickUp
• Feature/Setting: Automations; create task and send alert to "Patient Intake" list with details.
• Sample: Set trigger as form submission.
3.18 SysAid
• Feature/Setting: Workflow Designer; send staff notification workflow on patient entry in healthcare database.
• Sample: Event-based action "Send Notification".
3.19 ServiceNow
• Feature/Setting: Flow Designer; automate alert email to relevant staff group for new "Patient Registration" record.
• Sample: Trigger on new incident of type healthcare intake.
3.20 Discord
• Feature/Setting: Webhook integration; auto-post message in designated staff channel on patient signup.
• Sample: POST formatted JSON with patient details to webhook URL.
Benefits
4.2 Eliminates manual tracking and reduces risk of missed intakes or delayed interventions.
4.3 Ensures all communications are logged for internal review and external audits.
4.4 Customizable routing of alerts to specialized teams or individual roles.
4.5 Supports compliance and enhances overall operational transparency.