New patient registration and onboarding

Purpose

1.1. Automate new patient registration and onboarding in perinatal care centers to collect data, verify insurance, deliver orientation, and initiate communications automatically.
1.2. Automates gathering of health histories, legal forms, and vital consents essential for perinatal patient management.
1.3. Streamlines automated appointment booking, first-visit reminders, personalized education material distribution, and follow-ups without manual intervention.
1.4. Enables staff to focus by automating paperwork, document validation, information uploads, and syncing with electronic health records.

Trigger Conditions

2.1. Automated new patient form submission on web or mobile.
2.2. Automatic registration via phone inquiry received.
2.3. Automated EHR creation upon new insurance details upload.
2.4. Trigger on consent form digital signature event.
2.5. Patient self-scheduling through online calendar prompts automation flow.
2.6. Referral from external practitioner triggers automated onboarding notification.

Platform Variants

3.1. DocuSign
• Feature/Setting: Automated envelope creation; pre-fill onboarding forms; API: Create Envelope.
3.2. Twilio SMS
• Feature/Setting: Automated SMS for onboarding links; API: SendMessage.
3.3. SendGrid
• Feature/Setting: Automated welcome and educational email; API: Send Email.
3.4. Google Sheets
• Feature/Setting: Automated population of new patient data; API: Append Rows.
3.5. Zapier
• Feature/Setting: Workflow trigger for each registration step; Action: Webhooks, Filter.
3.6. Salesforce Health Cloud
• Feature/Setting: Automated patient record creation; API: Create Contact (Patient).
3.7. Slack
• Feature/Setting: Automated channel alert for each newly registered patient; API: SendMessage.
3.8. Microsoft Teams
• Feature/Setting: Automated onboarding notification to care teams; API: Message Channels.
3.9. Redox
• Feature/Setting: Automated EHR sync; API: Patient Admin.NewPatient.
3.10. Formstack
• Feature/Setting: Automated perinatal intake form workflow; API: Form Submission Event.
3.11. Jotform
• Feature/Setting: Automator for custom consent forms; API: Webhook Submission.
3.12. Athonet
• Feature/Setting: Automated mobile intake data routing; API: HTTPS Webhook.
3.13. Stripe
• Feature/Setting: Automated payment/insurance validation; API: Intent Creation.
3.14. Calendly
• Feature/Setting: Auto-assign first appointment; API: Scheduled Event Webhook.
3.15. AirSlate
• Feature/Setting: Automates pre-visit documentation; API: Workflow Triggers.
3.16. Smartsheet
• Feature/Setting: Automated patient data sync to tracking dashboards; API: Add Row.
3.17. ActiveCampaign
• Feature/Setting: Automated onboarding email series; API: Create Contact, Add to Automation.
3.18. AWS Lambda
• Feature/Setting: Automates custom onboarding microservices; API: Lambda Invoke.
3.19. HubSpot
• Feature/Setting: Automated registration and workflow assignment; API: Create Contact, Enroll Workflow.
3.20. Intercom
• Feature/Setting: Automated onboarding chat support flow; API: New Conversation.

Benefits

4.1. Automates patient onboarding, reducing manual entry, errors, and redundant checks.
4.2. Automator triggers improve clarity, ensuring all staff are notified of critical intake events.
4.3. Accelerates medical care access by automatedly validating insurance and consent prior to visits.
4.4. Conforms to compliance automatically through audit trails for all onboarding events.
4.5. Automation improves patient engagement and retention via timely, consistent communication flows.
4.6. Automating onboarding creates scalable, centralized records for analytics in perinatal care.