New patient record creation based on intake forms

Purpose

1.1. Automate the creation of patient records in electronic health record (EHR) systems when a new intake form is submitted, minimizing manual entry and errors.
1.2. Ensure anesthesiologists have immediate access to up-to-date patient information, including demographics, medical history, medications, allergies, and preoperative assessments.
1.3. Enable real-time synchronization between intake portals, scheduling systems, and EHR, supporting compliance and workflow efficiency.

Trigger Conditions

2.1. Submission of an online or digital intake form by a new patient.
2.2. Receipt of intake data via API, email attachment (PDF/CSV), or secure upload.
2.3. Detection of new patient entry in a patient onboarding portal or CRM.

Platform Variants

3.1. Typeform
• Feature/Setting: “Webhook” integration to send completed forms to EHR API; configure webhook under “Connect” > “Webhooks” with EHR endpoint.
3.2. Google Forms
• Feature/Setting: “App Script” or “Form Submit” trigger to push responses to a Google Sheet, then connect to EHR or CRM API using Google Apps Script.
3.3. Jotform
• Feature/Setting: “API Webhook”/“Zapier Integration”; configure notification webhooks to EHR’s REST API endpoint.
3.4. Microsoft Forms
• Feature/Setting: Power Automate flow “When a new response is submitted”; action to “Create record” in chosen EHR via API connector.
3.5. Cognito Forms
• Feature/Setting: Enable webhook on “Submission Settings”; push form data to middleware service or direct EHR API.
3.6. Formstack
• Feature/Setting: “Integrations” > “Webhooks”; real-time data push to EHR endpoint, mapping each form field.
3.7. Zoho Forms
• Feature/Setting: “Workflow Automation” > “Webhooks” to send data as JSON to EHR create-patient API.
3.8. HubSpot Forms
• Feature/Setting: “Workflow” to trigger on new form entry; “Webhook” action sends data payload to EHR.
3.9. Salesforce Health Cloud
• Feature/Setting: “Process Builder” event on new lead (intake form), invokes “Create Patient Record” API.
3.10. Epic EHR
• Feature/Setting: “FHIR API” Patient Create endpoint; POST JSON from webhook source to Epic API.
3.11. Cerner Millennium
• Feature/Setting: “Open Developer Experience” (code console); configure “Patient Add” API with intake fields mapped.
3.12. DrChrono
• Feature/Setting: “API” > “Create Patient” endpoint; trigger on form webhook, submit patient payload.
3.13. Athenahealth
• Feature/Setting: “API” > “POST patients”; receive webhook from form system, map and push patient data.
3.14. NextGen Healthcare
• Feature/Setting: “Open API” PATCH/POST /patients; connect form system webhook to this endpoint.
3.15. Greenway Health
• Feature/Setting: “Intergy API” > Patient Registration; trigger API call from intake portal submission.
3.16. Meditech Expanse
• Feature/Setting: “RESTful API” for patient registration; configure webhook to format and submit patient data.
3.17. Docusign
• Feature/Setting: “Connect” > “Event Notification”; notify middleware/EHR API when new intake form is signed.
3.18. PandaDoc
• Feature/Setting: “Webhook” on document completion; route patient details to EHR API endpoint.
3.19. Zoho CRM
• Feature/Setting: “Workflow Rule” > “Webhook”; trigger on new patient lead, send POST to EHR.
3.20. Mailparser
• Feature/Setting: Parse incoming email attachments, “Webhook” output sends extracted intake fields to EHR creation API.
3.21. Integromat/Make
• Feature/Setting: Scenario with “Webhook Listener” for intake, map fields, “HTTP module” for API call to EHR system.

Benefits

4.1. Reduces manual data entry and minimizes transcription errors.
4.2. Accelerates patient onboarding and preoperative preparation.
4.3. Ensures anesthesiologists have complete, accurate data at the point of care.
4.4. Enhances regulatory compliance and data tracking.
4.5. Integrates flexibly with any form intake or EHR system with open API.