Purpose
1. Automate patient intake form processing to expedite and error-proof the onboarding and registration of neurology patients, reducing manual data entry, ensuring real-time data capture, automating communication, and automatically synchronizing with patient management systems, electronic health records, and insurance validation workflows.
2. Streamline intake via multi-channel form submission (email, SMS, web, app), automate validation of required patient data points (demographics, medical history, insurance details), and automatedly assign tasks to clinical/admin teams for follow-up.
3. Enable continuous document automation, automating the parsing and secure uploading of patient forms, automatically populating EHRs, and triggering automated messaging to keep patients and staff informed.
Trigger Conditions
1. Form submission via web, mobile app, tablet kiosk, secure email, or uploaded PDF.
2. New appointment scheduled (online or by reception).
3. Referral received from another practice, automatedly forwarding intake request.
4. Patient self-registering through patient portal.
Platform Variants
1. Jotform
• Feature/Setting: Enable form webhook to automate POST submissions to automator endpoint for real-time intake data transfer.
2. Typeform
• Feature/Setting: Automate API webhook triggers on response submission to initiate intake automation.
3. Google Forms
• Feature/Setting: Use Google Apps Script to automatedly trigger on new submission, push to connected systems.
4. Microsoft Forms
• Feature/Setting: Automate Power Automate flow to react on form submission and synchronize with EHRs.
5. Cognito Forms
• Feature/Setting: Enable webhook/Power Automate integration for automating downstream processing.
6. Docusign
• Feature/Setting: Automated Connect events on envelope completion to extract patient data.
7. HelloSign (Dropbox Sign)
• Feature/Setting: Automate callback URLs for finished signed forms to auto-parse content.
8. Formstack
• Feature/Setting: Use automated webhook on form completed event for secure data transfer.
9. Airtable
• Feature/Setting: API automation on new record creation for patient entries, initiating downstream steps.
10. Salesforce Health Cloud
• Feature/Setting: Flow Builder automation on new lead/patient intake, auto-assigning neurologist.
11. Zendesk
• Feature/Setting: Automate ticket creation and tagging when intake is received from non-portal source.
12. Twilio SMS
• Feature/Setting: Inbound message automation for mobile form links, automated intake confirmation message.
13. SendGrid
• Feature/Setting: Automated intake form delivery, automated email parsing for inbound completed forms.
14. AWS Lambda
• Feature/Setting: Custom serverless functions auto-processing uploaded intake PDFs, parsing data.
15. Google Cloud Functions
• Feature/Setting: Automate OCR on uploaded forms, feeding automated results to EHR.
16. Epic EHR
• Feature/Setting: API automation for adding new patient and onboarding status flag.
17. Cerner
• Feature/Setting: FHIR API to automatically input intake data into patient record.
18. Meditech
• Feature/Setting: Enable HL7 interface for automated intake data uploads.
19. Zapier
• Feature/Setting: Prebuilt intake form automator automating steps between platforms.
20. Integromat (Make)
• Feature/Setting: Automated workflow builder for chaining data parsing, validation, EHR sync.
21. Adobe Sign
• Feature/Setting: Automated webhook on successfully signed patient intake document event.
22. Box
• Feature/Setting: File automation for new intake form files, moving, parsing, and alerting staff.
23. Dropbox
• Feature/Setting: New file uploaded automation triggers for intake PDF parsing and sync.
24. Slack
• Feature/Setting: Automated channel alert on successful patient intake and onboarding status.
25. Trello
• Feature/Setting: Automated card creation for each new intake to track onboarding steps.
Benefits
1. Automates manual form processing, minimizing human error and duplicate entries.
2. Accelerates patient onboarding and automates communication steps for improved experience.
3. Automatedly ensures compliance by synchronizing forms with EHRs and administrative records.
4. Enables scalable neuro-practice operations, handling higher patient volume through automation.
5. Automates staff task alerts and reminders for incomplete or erroneous intake forms.
6. Improves data security with automated encryption and access controls in digital intake.