Patient profile and history gathering

Purpose

1. Collect comprehensive patient demographic, medical, and allergy history for smooth onboarding.

2. Ensure accurate clinical records before initial allergist appointments.

3. Digitize and structure intake data for EHR integration and pre-screening.

4. Enable remote gathering via multiple digital channels (forms, SMS, calls, patient portals).

5. Streamline administrative workload through real-time, automated data capture and storage.

Trigger Conditions

1. New patient registration via web, phone, or referral.

2. Appointment scheduled through online calendar or scheduling system.

3. Patient clicks secure intake form link or replies to onboarding SMS/email.

4. EHR or CRM receives new patient record flag.

5. Staff manually initiates onboarding workflow for walk-in or phone registrations.

Platform Variants

1. Twilio SMS

• Feature/Setting: Programmable Messaging API; auto-send onboarding SMS; monitor replies.
  
• Configuration: Trigger SMS with secure URL, parse reply data, push to data store.
  

2. SendGrid

• Feature/Setting: Transactional Email API; delivery of patient intake forms with tracking.
  
• Configuration: Automate email dispatch, track opens, extract completed responses.
  

3. Jotform

• Feature/Setting: Form API/Webhooks; customizable allergy/onboarding forms.
  
• Configuration: Auto-notify after form submission; feed data into EHR.
  

4. DocuSign

• Feature/Setting: eSignature & Forms API; secure consent/signature collection.
  
• Configuration: Auto-send consent forms, archive signed documents.
  

5. Google Sheets

• Feature/Setting: Sheets API; storage and real-time update of intake data.
  
• Configuration: Append form responses to sheet, alert staff of new entry.
  

6. Typeform

• Feature/Setting: Forms API/Webhooks; engaging, logic-based history forms.
  
• Configuration: Trigger API on completion, send data to EHR/CRM.
  

7. Salesforce Health Cloud

• Feature/Setting: REST API; sync patient profiles and intake data.
  
• Configuration: Automate profile creation/update on submission.
  

8. Google Calendar

• Feature/Setting: Calendar API; link intake completion to appointment slot.
  
• Configuration: Mark slot as “Ready” when onboarding is done.
  

9. Calendly

• Feature/Setting: Webhooks/API; trigger onboarding upon scheduling.
  
• Configuration: Initiate form delivery on booking confirmation.
  

10. Microsoft Teams

• Feature/Setting: Bot/Connector API; staff notifications about form status.
  
• Configuration: Push alerts on incomplete or critical responses.
  

11. Slack

• Feature/Setting: Incoming Webhooks; notify care coordinators of new profiles.
  
• Configuration: Send messages with patient intake summary.
  

12. Epic (EHR)

• Feature/Setting: FHIR API; integrate gathered data into patient charts.
  
• Configuration: Push structured form data directly to EHR record.
  

13. Athenahealth

• Feature/Setting: Open APIs; synchronize new patient registration data.
  
• Configuration: Trigger API call post-form completion.
  

14. Microsoft Power Automate

• Feature/Setting: Flows; orchestrate multi-platform onboarding steps.
  
• Configuration: Define triggers and actions for notifications, syncing, and validation.
  

15. HubSpot

• Feature/Setting: Workflow Automation API; monitoring patient intake status.
  
• Configuration: Update contact records and assign onboarding stages.
  

16. Zoho CRM

• Feature/Setting: Automation/Workflow API; mapping intake to patient contacts.
  
• Configuration: Record creation based on submitted data fields.
  

17. Formstack

• Feature/Setting: Form Builder & API; embed clinical logic in digital intake.
  
• Configuration: Deliver customizable allergy forms, push data to cloud apps.
  

18. IntakeQ

• Feature/Setting: Public API; automate intake form delivery/return.
  
• Configuration: Track and automate reminders if not completed.
  

19. Aircall

• Feature/Setting: CTI API; auto-log phone registration, trigger text/email forms.
  
• Configuration: Link call events to onboarding automation.
  

20. Intercom

• Feature/Setting: Messenger API; real-time support during history gathering.
  
• Configuration: Auto-launch help chat for incomplete or flagged responses.
  

21. PandaDoc

• Feature/Setting: Document API; consent and acknowledgment form handling.
  
• Configuration: Send, sign, and archive patient acknowledgments instantly.
  

22. Cognito Forms

• Feature/Setting: Webhooks/Integrations; allergy and immunology templates.
  
• Configuration: Route submission data to staff/CRM/EHR in real time.
  

Benefits

1. Reduces clerical workload, letting staff focus on patient care.

2. Increases intake accuracy, minimizing transcription errors.

3. Ensures complete allergy and medical history before the visit.

4. Improves patient experience via convenient, multi-device access.

5. Enables rapid response for flagged conditions or urgent cases.

6. Provides audit trail for compliance and quality assurance.

7. Scales easily for high-volume clinics or practices.