Patient Management AutomationPurpose
1.2. Automator triggers pre-visit questionnaires, collects insurance/medical history, automates document uploads, notifies staff, and pushes data to EMR/HIPAA-compliant storage, automating patient management and compliance workflows.
Trigger Conditions
2.2. Existing patient data update requested, or new patient record initiated.
2.3. EHR/EMR receives a new or modified patient record event.
2.4. Patient completes digital intake form (via email, SMS, web portal, or kiosk).
2.5. Insurance/preauthorization checks or demographic data update requests detected.
Platform Variants (Sample configuration for each):
3.1. Jotform
• Feature/Setting: Automate form creation, prefill, and webhook integration for data capture — “Settings > Integrations > Webhooks”.
3.2. Typeform
• Feature/Setting: Automates data collection and webhook push — “Connect > Webhooks” to EMR API endpoint.
3.3. Cognito Forms
• Feature/Setting: Automated form flow, HIPAA-compliant, direct POST to database via “Workflow > Data Connections”.
3.4. Google Forms
• Feature/Setting: Automates response collection with “Add-ons > Form Publisher > Webhook”, connect with Google Sheets.
3.5. Microsoft Forms
• Feature/Setting: Automates data export to Excel/SharePoint using “Automate > Power Automate Flows”.
3.6. Formstack
• Feature/Setting: Automated data routing, “Integrations > Data Routing” into Salesforce/EMR API.
3.7. Wufoo
• Feature/Setting: Automates submission notifications, “Notifications > Webhooks > Custom Callback”.
3.8. Gravity Forms (WordPress)
• Feature/Setting: “Add-Ons > Webhooks”, automates EHR export and Zapier integration.
3.9. SimplePractice
• Feature/Setting: Client Intake Portal automation under “Settings > Client Portal > Intake Forms”.
3.10. Doxy.me
• Feature/Setting: Pre-visit digital intake via “Patient Queue > Forms > Automated Requests”.
3.11. NextGen Healthcare
• Feature/Setting: Patient Intake API for automating uploads, “API > Intake Data Import”.
3.12. DrChrono
• Feature/Setting: Automator for digital forms, “Clinical > Form Builder > API Submission”.
3.13. athenahealth
• Feature/Setting: API-driven automation, “AthenaOne API > Patient Intake Integration”.
3.14. Kareo
• Feature/Setting: Automates patient onboarding, “Engage > Intake Forms > API/Webhook Submission”.
3.15. Touchless Check-in Kiosk
• Feature/Setting: Automator hardware triggers event on form completion, “Device API > Event Webhook”.
3.16. Twilio SMS
• Feature/Setting: Automated SMS form dispatch, “Messaging > Programmable SMS > Webhook on Response”.
3.17. Mailgun
• Feature/Setting: Email automation for intake forms, “Inbound Routes > Webhook Parsing”.
3.18. SendGrid
• Feature/Setting: Automates templated form delivery and responses, “API Keys > Inbound Parse Webhook”.
3.19. DocuSign
• Feature/Setting: Intake form eSign automation, “Templates > API Integration > Envelope Sent Event”.
3.20. Zapier
• Feature/Setting: Low-code automator, “Workflow > Trigger: New Form > Action: Update EHR”.
3.21. Monday.com
• Feature/Setting: Automates new item creation per intake, “Integrations > Form to Board Updates”.
3.22. Salesforce Health Cloud
• Feature/Setting: Automated capture/entry, “Health Cloud API > Intake Form Data Push”.
3.23. AirSlate
• Feature/Setting: Automates multi-step intake workflows, “Flow Creator > Webhook Steps”.
Benefits
4.2. Automated form triggers improve patient satisfaction by providing touchless, streamlined experiences.
4.3. Automated workflows ensure compliance by controlled, auditable processing of sensitive data.
4.4. Automator-driven data routing enables rapid updates to patient profiles and demographic records.
4.5. Automation of notifications and reminders reduces no-shows and information gaps.
4.6. Automated pre-visit questionnaires improve efficiency and readiness for appointments, ensuring all necessary data is available before the patient’s arrival.