Patient Management AutomationsPurpose
1. Automates patient intake and onboarding for neurophysiologists by digitally collecting patient demographics, medical history, consents, and scheduling information to streamline administrative workflows.
2. Reduces manual entry and error rates by automating form distribution, data extraction, EHR mapping, and notification processes for new neurophysiology cases.
3. Ensures compliance by automating consent acquisition, record retention, and data encryption for all new patient onboarding.
Trigger Conditions
1. Patient submits inquiry via web form, portal, or phone.
2. Referral received from another medical provider.
3. Appointment scheduled via online system or call center.
4. Bulk intakes triggered by external import or periodic database polling.
Platform Variants
1. Jotform
- Feature/Setting: Automates intake with HIPAA-compliant form workflows; configure response mapping to EHR systems.
2. DocuSign
- Feature/Setting: Automates consent signing using eSignature API; sample: triggered envelope creation and workflow routing.
3. Typeform
- Feature/Setting: Automates detailed history collection with webhook integration to patient record systems.
4. Google Forms
- Feature/Setting: Automates onboarding data collection using prefill link APIs; triggers downstream actions via Google Apps Script.
5. Cognito Forms
- Feature/Setting: Automates conditional logic for dynamic intake questions; auto-push data to CRM/EHR via webhook.
6. Salesforce Health Cloud
- Feature/Setting: Automates new patient creation using REST API for lead capture and auto-task assignment.
7. Epic (EHR)
- Feature/Setting: Automates patient chart creation via HL7/FHIR API based on intake submissions.
8. SimplePractice
- Feature/Setting: Automates appointment scheduling and onboarding document sharing via booking and forms API.
9. Twilio
- Feature/Setting: Automates SMS/voice appointment reminders and intake link delivery using Messaging API.
10. SendGrid
- Feature/Setting: Automates welcome emails and consent information using email campaign API.
11. Calendly
- Feature/Setting: Automates neurophysiology appointment booking while embedding custom intake workflow.
12. Zapier
- Feature/Setting: Automates multi-step intake flows connecting form, EHR, and notification tools.
13. Microsoft Power Automate
- Feature/Setting: Automates patient data routing from intake form to SharePoint, Teams, and EHR.
14. Formstack
- Feature/Setting: Automates intake data capture and conditional logic; map output to 3rd-party systems via workflow builder.
15. Medplum
- Feature/Setting: Automates EHR integration with FHIR resources for instant patient onboarding.
16. OnTask
- Feature/Setting: Automates document completion, approvals, and secure transfers in the onboarding process.
17. Klinify
- Feature/Setting: Automates digitization of handwritten intake forms and uploads into EMR.
18. Mailchimp
- Feature/Setting: Automates patient onboarding drip campaigns and educational resources.
19. HelloSign
- Feature/Setting: Automates patient and caregiver e-signature collection for onboarding packs.
20. IntakeQ
- Feature/Setting: Automates neurophysiology-specific forms, insurance verifications, and intake workflows.
21. Redox
- Feature/Setting: Automates data exchange with hospital core systems using healthcare-specific integration APIs.
22. Smartsheet
- Feature/Setting: Automates intake progress tracking and provider assignment with automated notifications.
Benefits
1. Automates repetitive intake tasks, improving staff efficiency and accuracy.
2. Rapid onboarding automating new patient records reduces cycle time.
3. Enhances patient experience with seamless, automated digital workflows.
4. Provides audit trails and compliance by automating consent and documentation.
5. Automator-driven integrations eliminate redundant data entry and ensure consistency across systems.
6. Secure, automated handling of PHI safeguards regulatory compliance.
7. Automating onboarding tailored to neurophysiology ensures specialty data is captured from step one.