Electronic pre-operative assessment forms collection

Purpose

1.1. Digitize patient pre-operative assessment collection to eliminate manual data entry, reduce errors, accelerate workflow, and streamline patient preparation for anesthesia.
1.2. Ensure regulatory compliance by timestamping submissions, storing electronic consents, and integrating patient histories securely with medical records.
1.3. Automate notifications, reminders, and document routing to relevant clinical and administrative staff.
1.4. Adapt intake forms dynamically for patient-specific comorbidities, allergies, and anesthesia risk screening.

Trigger Conditions

2.1. Appointment scheduled in hospital EMR (Electronic Medical Record).
2.2. Referral received from physician.
2.3. Patient self-registers using portal or link.
2.4. Manual staff initiation via dashboard.
2.5. Integration event from third-party systems (API/webhook).

Platform Variants

3.1. JotForm
• Feature: REST API (form submission trigger); configure Webhook URL for real-time data push.
3.2. Google Forms
• Feature: Apps Script trigger; set up onFormSubmit event for data forwarding.
3.3. Microsoft Forms
• Feature: Power Automate flow; define form response trigger to launch process.
3.4. Typeform
• Feature: Webhook integration; route complete submission data to endpoint.
3.5. Formstack
• Feature: API/Integration Hub; configure formPush event for automation endpoints.
3.6. DocuSign
• Feature: eSignature Workflow API; trigger on consent completion.
3.7. Cognito Forms
• Feature: Webhook or Zapier integration; on-submit pattern.
3.8. SurveyMonkey
• Feature: Web Data Export API; use survey response event for trigger.
3.9. Airtable
• Feature: Automations (form submitted); new record in "Pre-Op Assessments" table.
3.10. Salesforce Health Cloud
• Feature: Platform Events API; new case or form record triggers.
3.11. Epic EMR
• Feature: HL7/FHIR API; Patient questionnaire completed event.
3.12. Cerner PowerChart
• Feature: CareAware iBus webhook; automatic data insertion point.
3.13. Meditech Expanse
• Feature: Expanse Integration Manager; form import trigger.
3.14. Twilio SMS
• Feature: Messaging Webhook; send secure form link and receive patient responses.
3.15. SendGrid
• Feature: Inbound Parse Webhook; route patient-completed forms back via secure email.
3.16. Slack
• Feature: Incoming Webhook; post form submission to patient management channel.
3.17. Microsoft Teams
• Feature: Bot Framework; alert care teams of completed assessments.
3.18. Zendesk
• Feature: Ticket API; open and update tickets per form submission.
3.19. Monday.com
• Feature: API (item creation); add form record to Patient workflow board.
3.20. Zapier
• Feature: Multi-step Zaps; monitor and sync form completions across selected apps.
3.21. PandaDoc
• Feature: Document Submitted Webhook; initiate verification process for pre-op documentation.
3.22. DocuWare
• Feature: Intelligent Indexing; archive and workflow on patient form upload.
3.23. FormAssembly
• Feature: Connector Actions; auto-forward data to EHR/CRM on submit.
3.24. Intercom
• Feature: Custom Bots; prompt users for completion and escalate incomplete forms.
3.25. Dropbox
• Feature: File Request trigger; move uploaded assessments to secure folders.

Benefits

4.1. Accelerates pre-operative workflow and improves team coordination.
4.2. Minimizes manual data entry and reduces transcription errors.
4.3. Heightens patient compliance and engagement with automated outreach.
4.4. Ensures timely data availability for anesthesia planning and risk mitigation.
4.5. Scales easily and adapts to regulatory and institutional protocols.
4.6. Enforces audit trails and enhances documentation for medico-legal standards.