Intake form validation and integration with EHR

Purpose

1. Automate the validation of patient intake forms for IV therapy, ensuring data accuracy and compliance before storing in Electronic Health Records (EHR).

2. Automate transfer of validated data directly into EHR systems, reducing manual entry, avoiding errors, and ensuring timely patient onboarding.

3. Automatedly trigger notifications to staff or patients regarding missing/incorrect info to accelerate intake resolution.

4. Automate tracking and audit trails for all validation actions for compliance and operational transparency.

5. Automate backup and archiving of all intake data to meet regulatory and business continuity requirements.

Trigger Conditions

1. New intake form submission by patient via web/mobile/portal.

2. Update made to an existing, incomplete form by patient or reception.

3. Automatic detection of missing or inconsistent data fields.

4. Scheduled batch processing at end-of-day for incomplete submissions.

5. Manual trigger by staff via dashboard when exception handling is required.

Platform variants

1. Jotform

• Feature/Setting: Webhook trigger on submission + field validator; configure to send form data to validation automator endpoint.
  

2. Typeform

• Feature/Setting: Webhook on new entry + hidden field checks; set up webhook POST to validation workflow for real-time intake data checks.
  

3. Gravity Forms (WordPress)

• Feature/Setting: REST API feed; mapping fields to structured payload, sending into validation pipeline automator.
  

4. Microsoft Forms

• Feature/Setting: Power Automate connector; trigger on new form, attach to data cleansing flow, and transfer validated intake to EHR API.
  

5. Google Forms

• Feature/Setting: Apps Script trigger on submit event, invoke HTTP POST to automated validation microservice.
  

6. DocuSign eSignature

• Feature/Setting: Envelopes: Completed event; set webhook for completed intake to automate parsing and validation.
  

7. Salesforce Health Cloud

• Feature/Setting: Platform Events/API; upon new patient record creation, automate intake form field validation logic and update status.
  

8. Athenahealth

• Feature/Setting: Patient Intake API; create patient, push validated intake via API to schedule IV therapy session.
  

9. Epic Systems

• Feature/Setting: Open.epic FHIR API; automatedly push validated patient demographics/intake using /Patient and /Appointment endpoints.
  

10. Cerner

• Feature/Setting: Millennium API for Patient Registration, automate intake demographics validatedly via REST push.
  

11. Kareo

• Feature/Setting: Patients API; automate integration of form data into Kareo patient profiles.
  

12. BlueJeans Telehealth

• Feature/Setting: Webhook for intake complete; automate schedule of tele-consult based on real-time intake validation outcome.
  

13. SendGrid

• Feature/Setting: Email API; automate outbound notifications to patients for incomplete/missing fields post validation.
  

14. Twilio SMS

• Feature/Setting: Messaging API; automate text alerts for next steps after validation, with dynamic content on missing data.
  

15. Zapier

• Feature/Setting: Webhooks + Code Actions; automate custom validation checks and route data automatablely to EHR.
  

16. Integromat/Make

• Feature/Setting: Multi-step scenarios; automate the parsing, validation, and conditional EHR updates.
  

17. AWS Lambda

• Feature/Setting: Automated microservice triggered on new intake; run validation code and push outcome to EHR.
  

18. Azure Logic Apps

• Feature/Setting: Automated workflow on HTTP trigger; integrate data validation actions and EHR writeback.
  

19. Pipedream

• Feature/Setting: Automated event-driven scripts; trigger on incoming form, perform validation, call EHR API.
  

20. MongoDB Atlas Triggers

• Feature/Setting: Trigger on data insert; automate validation logic at database level and escalate exceptions.
  

21. Google Cloud Functions

• Feature/Setting: Automatedly handle form submit event, run validation, and update EHR via REST.
  

22. Slack

• Feature/Setting: Automation via Incoming Webhooks; notify team channels for flagged, exception, or validated intake events.
  

23. Notion (Healthcare Database)

• Feature/Setting: API automation; update database on validated intake, trigger further automations if required.
  

24. Smartsheet

• Feature/Setting: Automated workflow; update patient rows and validation status, trigger follow-up automations.
  

Benefits

1. Automates data accuracy and compliance, reducing risk of manual error.

2. Automated integration accelerates patient onboarding and session readiness.

3. Automates notifications, ensuring proactive handling of incomplete data.

4. Provides auditable, automated logs and traceability for compliance.

5. Enables scalable automation for rapid volume growth in IV therapy services.

6. Reduces administrative costs through workflow automation and resource minimization.