Patient Onboarding & SchedulingPurpose
1.2. Store responses in EHR/EMR for provider access, reducing manual entry and intake errors.
1.3. Trigger scheduling workflows or triage alerts based on reported symptoms or allergies.
1.4. Enable automated reminders and document reconciliation pre-consultation.
Trigger Conditions
2.2. Manual staff initiation from EHR or intake dashboard.
2.3. Self-initiated intake via website, app, or emailed unique link.
Platform Variants
3.1. JotForm
• API: `POST /form/{id}/submissions` - Collect and transmit intake data upon completion.
• Webhook: On form submission, send patient data to workflow.
3.2. Typeform
• API: `Responses API GET /forms/{id}/responses` - Pull patient answers as completed.
• Webhook: Set on form completion to trigger next steps.
3.3. Google Forms
• Event: “On Form Submit” trigger in Google Apps Script.
• API: `Google Sheets API` for retrieving responses.
3.4. Microsoft Forms
• API: Use Microsoft Graph `List Form Responses` function.
• Trigger: Microsoft Power Automate “When a new response is submitted.”
3.5. DocuSign
• API: `POST /envelopes` with intake template for e-signature and data capture.
• Webhook: “Connect” event to export completed forms.
3.6. Formstack
• API: `GET /submission/{id}` to extract filled data.
• Webhook: On submission, route to intake processing.
3.7. Cognito Forms
• API: `GET /entries` - Download patient inputs.
• Webhook: Submission event for workflow initiation.
3.8. Wufoo
• API: `Entries Get` pull for new submission.
• Webhook: Trigger on “New Entry.”
3.9. IntakeQ
• API: `GET /forms/submissions/{id}` for detailed intake payload.
• Webhook: On intake completion.
3.10. PandaDoc
• API: `POST /documents` to send templates; webhook on document completion for data extraction.
3.11. Salesforce Health Cloud
• API: `POST /services/data/vXX.X/sobjects/Patient_Intake__c/` - Intake object insertion.
• Process Builder: Auto-route new records for scheduling.
3.12. NextGen EHR
• API: HL7 message feed for intake data.
• Event trigger: Intake form mapped to EHR chart.
3.13. athenahealth
• API: `POST /patients` and `POST /documents/intakeforms` to import form data.
3.14. Meditech
• HL7 Interface: Inbound ADT for intake detail inclusion.
3.15. Epic
• API: `Fhir Patient` resources to attach intake results.
• Trigger: On new “Intake Form” SmartForm.
3.16. Cerner
• FHIR API: `Observation` or `QuestionnaireResponse` for intake submission.
3.17. Zendesk
• API: `POST /api/v2/tickets` to generate help-desk tickets based on form data (allergy alerts).
3.18. Twilio
• SMS API: Send outbound form link “POST /Messages.”
• Webhook: On reply, parse for workflow status (e.g., completion confirmed).
3.19. SendGrid
• Mail Send API: Deliver form link “POST /mail/send.”
• Inbound Parse: Capture responses if intake embedded in email.
3.20. Slack
• API: `chat.postMessage` to alert staff or channel with new patient intake summary.
3.21. Zapier
• Webhooks/Zap Triggers: Capture form events and transform data for any EMR/CRM.
3.22. Monday.com
• API: `Create Item` for patient row; status update via intake completion.
3.23. Freshdesk
• API: `Create Ticket` for special cases (critical allergy, action required).
3.24. Airtable
• API: Intake responses auto-populated as records for review/processing.
3.25. HubSpot
• Forms API: Capture and associate patient intake with contact profiles.
3.26. Klaviyo
• Flow Trigger: Initiate onboarding or reminder email on intake.
3.27. Docparser
• API: Extract PDF intake data for patients preferring paper upload.
Benefits
4.2. Accelerates patient onboarding with real-time intake status.
4.3. Minimizes manual data entry errors and ensures data is consistently synced.
4.4. Supports dynamic workflows per allergy severity or symptom reporting.
4.5. Enhances patient experience with self-service and prompt communication.
4.6. Ensures compliance by maintaining digital audit trails of intake files.