Patient Management AutomationPurpose
1.2. Automates the notification process between clinicians, departments, and patients to reduce human error and increase referral completion rates.
1.3. Centralizes and automates referral documentation and communication, enabling seamless compliance reporting and audit trails.
1.4. Automates feedback collection on referral outcomes to close the loop with referring providers for quality improvement.
Trigger Conditions
2.2. Patient status update in hospital system (e.g., accepted, rejected, pending, seen).
2.3. Scheduled follow-up or missed appointment date occurs.
2.4. Manual staff input on key workflow stages such as referral resolution or discharge.
Platform Variants
3.1. Salesforce Health Cloud
• Feature: Flow Builder, Health Cloud API (Referral Management Object)
• Sample: Automate creation of referrals with REST API, trigger on Account/Contact update, send automated status update to external providers.
3.2. Epic EHR
• Feature: Interconnect API, Automated Task Notifications
• Sample: Automator triggers on HL7/SmartDataElement change, posts automated updates to in-basket messages for case managers.
3.3. Twilio SMS
• Feature: Messaging API
• Sample: Trigger automated SMS reminders to patients for follow-ups, automate status SMS to referring clinicians.
3.4. Microsoft Power Automate
• Feature: Automated Flows, Outlook Integration, Dataverse Connector
• Sample: Automate referral notification by detecting new Outlook email or Dataverse record, forwarding info to department leads.
3.5. Google Cloud Healthcare API
• Feature: FHIR API, Pub/Sub Trigger
• Sample: Automate intake from external referrers via HL7 FHIR, automate follow-up notification via Pub/Sub to clinical coordinators.
3.6. ServiceNow Healthcare
• Feature: Flow Designer, Case Management Automation
• Sample: Trigger referral case creation, automate assignment/notification workflows for specialists.
3.7. Cerner Millennium
• Feature: Cerner Open Developer Experience (code), Referral Orders API
• Sample: Automate new referral ingestion and update via HL7 or FHIR, automate follow-up alert to patient's provider.
3.8. AirSlate
• Feature: Workflow Automation, Bot Configurator
• Sample: Automate document intake, automate form-based referral routing, and status tracking.
3.9. Athenahealth
• Feature: Clinicals API, Appointment API
• Sample: Automate referral creation, automate follow-up scheduling, send automated reminders to patients.
3.10. SendGrid
• Feature: Email Automation API
• Sample: Automate referral status update emails to referring clinicians, sending secure notifications automatedly.
3.11. Zapier
• Feature: Multi-app Workflow Automation
• Sample: Automate inbound email parsing, automate notification chains for new/missed referrals, automate follow-up calendar event creation.
3.12. Slack
• Feature: Incoming Webhooks, Workflow Builder
• Sample: Automate alert to a Slack channel when referral status changes, automate escalation messages for overdue cases.
3.13. DocuSign
• Feature: eSignature Workflows, Connect API
• Sample: Automate signature collection for referral consents, automate archiving and notification upon completion.
3.14. HubSpot
• Feature: CRM Workflows, Webhooks
• Sample: Automate new patient tracked in CRM pipeline, automate status changes based on referral progress.
3.15. Smartsheet
• Feature: Automated Workflows, Data Connector
• Sample: Automate tracking sheet update, automated alerts on workflow steps, automate follow-up reminders for uncompleted referrals.
3.16. Intercom
• Feature: Automated Message Campaigns
• Sample: Automate patient follow-up messages, automate satisfaction survey after referral process.
3.17. Workato
• Feature: Recipe Automation, API Integration
• Sample: Automate HL7/FHIR intake, automate notifications and status handoffs to disparate systems.
3.18. Asana
• Feature: Task Automation, API Webhooks
• Sample: Automate referral as a task with auto-assigned responsibility, automate status updates and due date reminders.
3.19. Freshdesk
• Feature: Ticket Automation, API Webhooks
• Sample: Automate patient referral as a support ticket, automated status communication, automate escalation triggers for delays.
3.20. Monday.com
• Feature: Automations Center, API Integration
• Sample: Automate tracking board for referrals, automate reminders to team leads, automate update messages as status changes.
3.21. Jotform
• Feature: Form Automation, API Webhooks
• Sample: Automate referral intake form submission, automate notification flow to departments, automate patient tracking initiation.
3.22. Redox
• Feature: EHR Integration API
• Sample: Automate syncing of referrals between disparate hospital systems automatedly, automate event-triggered webhook notifications.
3.23. Mailgun
• Feature: Automated Email Triggers
• Sample: Automate emailing of referral forms, automated escalation messages as deadlines approach.
3.24. Pipedrive
• Feature: Deal Automations, Workflow Triggers
• Sample: Automate tracking of patient as a deal, automate follow-up reminders, automate notification to referring entities.
3.25. BambooHR
• Feature: Workflow Automation, API Triggers
• Sample: Automate HR-led referral follow-up tasks (for occupational health clinics), automated document requests.
Benefits
4.2. Automates audit trails and compliance readiness for regulatory checks.
4.3. Automator ensures deadlines and critical pathways are adhered to, minimizing patient loss to follow-up.
4.4. Automates communications between providers and departments, boosting satisfaction and coordination.
4.5. Automatable workflows facilitate data aggregation for quality improvement and performance monitoring.