Patient Onboarding and RegistrationPurpose
1.2. Enables clinics to pre-screen patients for symptoms, risk factors, and history, automating intake operations before arrival.
1.3. Ensures correct form routing to appropriate specialists or departments, reducing manual processing and errors through automation.
1.4. Automates regulatory and compliance documentation before appointments, streamlining onboarding workflows.
1.5. Automates patient data collection, reducing wait times and improving clinical readiness.
Trigger Conditions
2.2. Online appointment booking or scheduling automation event.
2.3. Receptionist/manual data entry of a new appointment in calendar system.
2.4. Specific service chosen requiring targeted questionnaire automation.
2.5. Predefined time (e.g., 48 hours before visit) via automated scheduling.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Automated SMS send with questionnaire link when new appointment is scheduled; Configure Twilio Programmable Messaging API for message dispatch.
3.2. SendGrid
• Feature/Setting: Automated email with embedded or linked questionnaire; Set up Single Send via SendGrid Mail Send API.
3.3. Google Forms
• Feature/Setting: Automatedly generate personalized questionnaire links, use Google Forms API to create/manage forms and responses.
3.4. Jotform
• Feature/Setting: Automate pre-filled form distribution via Jotform API and track completion events.
3.5. Typeform
• Feature/Setting: Automation of unique form URLs with webhook triggers when a new patient record is added.
3.6. Microsoft Outlook
• Feature/Setting: Automated email thread with questionnaire attachment or link, configured via Microsoft Graph Mail Send API.
3.7. DocuSign
• Feature/Setting: Automate routing of e-signature compliance forms using DocuSign REST API with recipient workflow.
3.8. Mailchimp
• Feature/Setting: Automated email sequences for pre-visit questionnaires using Mailchimp Campaigns API.
3.9. WhatsApp Business API
• Feature/Setting: Automated message with pre-screening form link when a WhatsApp contact is tagged as "New Patient".
3.10. Slack
• Feature/Setting: Automated internal notification to clinical team via Slack Incoming Webhooks for new completed questionnaires.
3.11. Salesforce Health Cloud
• Feature/Setting: Automate case creation and routing of returned questionnaires using Health Cloud workflows.
3.12. HubSpot
• Feature/Setting: Automated email/form sequence triggered by new contact with Medical Clinic pipeline tag via HubSpot Workflows API.
3.13. ActiveCampaign
• Feature/Setting: Automates sending and tracking of questionnaire emails using Automations and API.
3.14. Zoho CRM
• Feature/Setting: Workflow automation to send screeners and collect responses within patient contact records.
3.15. SurveyMonkey
• Feature/Setting: Automatedly distribute pre-built surveys through the SurveyMonkey API on appointment triggers.
3.16. Calendly
• Feature/Setting: Automation of questionnaire delivery upon event scheduling using Calendly Webhooks.
3.17. Google Calendar
• Feature/Setting: Automating triggered screening message using Calendar API's event insert trigger.
3.18. Zapier
• Feature/Setting: Automate multi-platform launch of questionnaires on defined triggers, via Zapier Webhooks or Apps.
3.19. Intercom
• Feature/Setting: Automated messenger bot sending pre-screening forms to new website leads via Intercom API.
3.20. Airtable
• Feature/Setting: Automate tracking and routing of patient responses, create status change automations via Airtable Automation/REST API.
3.21. monday.com
• Feature/Setting: Route completed questionnaires to correct medical staff, set automation recipes for notifications.
3.22. Smartsheet
• Feature/Setting: Automates update and routing of form responses on patient sheet modification; use Smartsheet Automation.
3.23. Freshdesk
• Feature/Setting: Automate ticket creation for completed pre-screening forms, assign to medical admin team.
Benefits
4.2. Automates patient segmentation and specialist routing for streamlined onboarding flow.
4.3. Automates regulatory compliance and reduces missed documentation.
4.4. Improves patient experience with timely, consistent communication and automated reminders.
4.5. Speeds up triage and readiness for clinical staff, leveraging automatable intake data flows.
4.6. Enables scalability and consistent administrative workflows in busy medical clinics.
4.7. Decreases human error and increases data accuracy through automation.