Patient Management AutomationPurpose
1.2 Enhance compliance tracking, reduce manual paperwork, and ensure timely patient consent retrieval.
1.3 Automate patient notifications and provider alerts regarding pending or completed forms.
1.4 Facilitate integration with EHR/EMR for real-time documentation and audit preparedness.
1.5 Ensure secure, HIPAA-compliant document handling with audit trails and rapid access.
Trigger Conditions
2.2 Patient checks in via self-service kiosk or online portal.
2.3 Consent form not yet completed or uploaded in EHR.
2.4 Pre-procedure call/task initiated by staff.
2.5 Receipt of scanned document in secure upload inbox.
Platform Variants
3.1 DocuSign
• Feature/Setting: API eSignature Requests; Configure consent form template for patient signature, enable automatic cloud storage to Box on completion.
3.2 Adobe Acrobat Sign
• Feature/Setting: REST API Send Agreement; Auto-route anesthesia consent for digital sign-off, webhook on signed document to provider inbox.
3.3 PandaDoc
• Feature/Setting: Templates API; Generate anesthesiology-specific consents, set up workflow to notify care team on signed forms.
3.4 HelloSign (Dropbox Sign)
• Feature/Setting: Embedded Signing API; Embed digital consent form in hospital portal, trigger storage in Google Drive post-signature.
3.5 Jotform
• Feature/Setting: Form Submission Webhooks; Custom medical forms submitted trigger secure upload to OneDrive.
3.6 Microsoft Power Automate
• Feature/Setting: "When a new response is submitted" (Microsoft Forms Connector); Auto-upload PDF to SharePoint’s medical records library.
3.7 Google Forms + Apps Script
• Feature/Setting: Form Submit Trigger; Script parses content, uploads PDFs to Google Workspace Shared Drive.
3.8 Formstack
• Feature/Setting: Documents API; Connect patient submissions directly to EMR and trigger provider notification.
3.9 Typeform
• Feature/Setting: Webhooks; Real-time notification for completed anesthesiology consents and upload to Azure Blob.
3.10 Zoho Forms
• Feature/Setting: Zoho Flow Integration; Automatic task creation on Zoho CRM when consent form submitted.
3.11 Kofax Power PDF
• Feature/Setting: Batch Automation; OCR scanned handwritten forms, auto-file with patient ID in ECM system.
3.12 Meditech
• Feature/Setting: Interface Engine HL7; Incoming form triggers patient chart update and alert for anesthesiologist.
3.13 Epic
• Feature/Setting: App Orchard APIs, External Document Upload; Document inbound endpoint receives and files consents.
3.14 Cerner
• Feature/Setting: Millennium API Document Import; Scheduled fetch of new consents, import to patient record.
3.15 Box
• Feature/Setting: File Upload API & Metadata Tagging; Upload signed PDFs, auto-tag by patient/consent type.
3.16 Dropbox
• Feature/Setting: File Request + API; New upload triggers SFTP transfer to hospital secure server.
3.17 Salesforce Health Cloud
• Feature/Setting: Health Cloud REST API; New consent form intake updates patient profile and procedure clearance.
3.18 Slack
• Feature/Setting: Incoming Webhooks; Notify anesthetist practice channel when a consent form is completed.
3.19 AWS S3
• Feature/Setting: S3 PutObject event; On new document, Lambda function extracts patient info, logs receipt.
3.20 Twilio
• Feature/Setting: Messaging API; Send SMS nudge to patients for outstanding anesthesia consents.
3.21 SendGrid
• Feature/Setting: Mail Send API; Email reminders and send confirmations on signed consent receipt.
3.22 Notion
• Feature/Setting: Notion API Database Item Create; Log forms and signature status for anesthesia caseload management.
3.23 Airtable
• Feature/Setting: API Record Creation; Register each consent form’s status alongside procedure schedule.
3.24 Zapier
• Feature/Setting: New Form Entry Trigger; Multi-step automation to copy, notify, and verify form processing status.
Benefits
4.2 Reduces administrative burden and manual tracking.
4.3 Gains instant retrieval and full audit logs for compliance.
4.4 Engages patients with automated reminders, boosting completion rates.
4.5 Seamlessly updates EHR, improving continuity and survey-readiness.