Patient Intake & OnboardingPurpose
1.2. Streamline onboarding by gathering essential data for personalized care plans.
1.3. Optimize clinician workflows by pre-populating EMR/EHR with assessment data.
1.4. Increase initial engagement by automating the communication and data collection process.
1.5. Enhance compliance and documentation for regulatory requirements.
1.6. Enable instant triage or flagging of urgent cases for timely intervention.
Trigger Conditions
2.2. Referral entered into CRM or EMR.
2.3. Intake call outcome marked as “Proceed with Assessment.”
2.4. Patient schedule created in scheduling platform.
2.5. Manual trigger by intake coordinator.
Platform Variants
3.1. Twilio (SMS/Voice)
• Feature/Setting: SMS API — Configure automated SMS with pre-assessment link.
• Sample: Use POST to /Messages endpoint with dynamic patient contact and survey URL.
3.2. SendGrid
• Feature/Setting: Mail Send API — Auto-email with survey invitation.
• Sample: Use personalizations array to inject patient info and survey link.
3.3. Google Forms
• Feature/Setting: Form publishing endpoint — Unique prefilling via prefilled links.
• Sample: Generate prefilled URL for each patient context.
3.4. Typeform
• Feature/Setting: Webhooks — Trigger survey send and capture via /responses endpoint.
• Sample: Set up webhook to listen for completed surveys.
3.5. JotForm
• Feature/Setting: Create Form Submission API — Auto-send invitation and collect data.
• Sample: POST to /form/{id}/submissions for each intake.
3.6. Salesforce
• Feature/Setting: Process Builder/Flow Builder — Decision logic for auto-emailing surveys.
• Sample: Set flow triggered on Lead or Case creation.
3.7. HubSpot
• Feature/Setting: Workflow Automation — Send survey email on contact entry.
• Sample: Automated Workflow with “Send Email” action containing survey link.
3.8. Microsoft Power Automate
• Feature/Setting: Automated cloud flow — Connect forms to patient records.
• Sample: Triggered on new record in Dataverse, send form URL.
3.9. SurveyMonkey
• Feature/Setting: Collectors API — Auto-generate and send survey collectors per patient.
• Sample: POST to /collectors endpoint for unique survey link.
3.10. Formstack
• Feature/Setting: Submissions API — Automated prefilled survey dispatch.
• Sample: Use field population in URL and send via automation workflow.
3.11. ActiveCampaign
• Feature/Setting: Automation Builder — Conditional survey messages.
• Sample: Trigger on new contact with “Send Email” or “Send SMS” action.
3.12. Mailchimp
• Feature/Setting: Campaign API — Email series for pre-assessment.
• Sample: One-off or sequence using “Create Campaign” endpoint.
3.13. Intercom
• Feature/Setting: Automated Messages — Custom trigger for survey invitation.
• Sample: Event-based message with CTA linking to survey.
3.14. Zendesk
• Feature/Setting: Triggered Email — Send survey on ticket creation.
• Sample: Automation triggered from ticket status.
3.15. Slack
• Feature/Setting: Incoming Webhook — Notify staff when survey sent.
• Sample: Webhook posts to intake channel on survey dispatch.
3.16. Trello
• Feature/Setting: Card Automation — Move card when patient completes pre-assessment.
• Sample: Butler rules that check for webhook updates.
3.17. Calendly
• Feature/Setting: Workflow — Send pre-assessment after booking.
• Sample: Workflow that emails survey following scheduled event.
3.18. Zoom
• Feature/Setting: Webinar Integration — Trigger survey invite on signup.
• Sample: Configure post-registration email.
3.19. Zoho CRM
• Feature/Setting: Workflow Automation — Conditional assignment and survey send.
• Sample: Automation when record status = "Assessment Needed".
3.20. Keap
• Feature/Setting: Campaign Builder — Start survey sequence.
• Sample: Sequence that emails survey and waits for completion trigger.
3.21. Docusign
• Feature/Setting: PowerForms — Embedded survey with signature collection if needed.
• Sample: PowerForm link sent via API for integrated response.
Benefits
4.2. Immediate data flow into clinical records and dashboards.
4.3. Eliminates survey link misplacement and access friction.
4.4. Supports rapid triage and personalized care design.
4.5. Increases intake efficiency and potential treatment admissions.