Referral partner communication workflows

Purpose

 1.1. Automate emergency care provider-to-referral partner communications for faster, error-free patient transfers and real-time critical updates.
 1.2. Automates distribution of case updates, patient records, and appointment confirmations to referral partners.
 1.3. Automates follow-up schedules and documentation sharing, ensuring regulatory and compliance adherence.
 1.4. Automator manages escalation alerts and two-way feedback collection, increasing satisfaction and transparency.

Trigger Conditions

 2.1. New emergency case registered for transfer.
 2.2. Status updates in patient EHR automate sending notifications.
 2.3. Referral partner feedback form submitted.
 2.4. Discharge note or recommendation finalized.
 2.5. Scheduled follow-up or review date arriving.
 2.6. Critical lab result or urgent update received.
 2.7. Manual trigger by staff escalation.

Platform Variants

 3.1. Twilio SMS
  • Feature/Setting: Automate outbound SMS alerts. Configure using Twilio Messaging API, `/Messages`, set to trigger on EHR update.
 3.2. SendGrid
  • Feature/Setting: Automate personalized email updates via SendGrid’s Mail Send API; configure customizable templates and automate using trigger conditions.
 3.3. Microsoft Teams
  • Feature/Setting: Automator for channel notifications using Microsoft Graph API `/chatMessage/send` on partner group.
 3.4. Slack
  • Feature/Setting: Automate direct and channel messages using Slack Conversations API `/chat.postMessage` in dedicated partner workspaces.
 3.5. Salesforce Health Cloud
  • Feature/Setting: Automate referral record and task creation via REST API `/services/data/vXX.X/sobjects/Referral__c` on case updates.
 3.6. Google Workspace (Gmail & Calendar)
  • Feature/Setting: Gmail API to automate templated emails; Calendar API to auto-create review meetings on updates.
 3.7. DocuSign
  • Feature/Setting: Automate sending of signed transfer authorization documents using DocuSign Rooms API `/envelopes`.
 3.8. HubSpot
  • Feature/Setting: CRM deal stage automator and automated follow-up email using HubSpot Workflows API.
 3.9. Zendesk
  • Feature/Setting: Ticket automation via Zendesk API `/api/v2/tickets` to automate updates/alerts for referral requests.
 3.10. Freshdesk
  • Feature/Setting: Automate alert ticket creation for each new partner request or update using Freshdesk Ticket API.
 3.11. Zoho Mail
  • Feature/Setting: Automatedly send regulatory notifications and status updates via Zoho Mail's SendMail API.
 3.12. RingCentral
  • Feature/Setting: Configure automated outbound voice or fax alerts using RingCentral Messaging API `/restapi/v1.0/account/~/extension/~/sms`.
 3.13. Mailgun
  • Feature/Setting: Automate bulk/multi-partner email notifications, set up using Mailgun Messages API `/messages`.
 3.14. Pipedrive
  • Feature/Setting: Auto-create activities and reminder automation when partner referral received, using Activities API.
 3.15. Asana
  • Feature/Setting: Task automation for referral handoff using Asana Tasks API `/tasks`.
 3.16. Monday.com
  • Feature/Setting: Automate board updates, assign responsible parties for referral tasks using Boards API `/v2`.
 3.17. Intercom
  • Feature/Setting: Automate partner onboarding messages and automated check-in reminders via Messages API `/messages`.
 3.18. ServiceNow
  • Feature/Setting: Automated incident ticket creation for critical cases using Incidents API `/api/now/table/incident`.
 3.19. Zoom
  • Feature/Setting: Auto-schedule partner briefing calls on case updates via Zoom Meetings API `/users/me/meetings`.
 3.20. Dropbox
  • Feature/Setting: Automates secure sharing of patient transfer packets via Dropbox Files API `/files/upload` on referral events.
 3.21. SharePoint
  • Feature/Setting: Documentation sharing automation for transfer forms using SharePoint List API.
 3.22. Smartsheet
  • Feature/Setting: Auto-update partner referral logs with new entries using Smartsheet Rows API `/sheets/{sheetId}/rows`.
 3.23. ClickSend
  • Feature/Setting: SMS/fax automate notifications with ClickSend’s Transactional SMS API `/v3/sms/send` for referral escalations.

Benefits

 4.1. Automates multi-channel partner updates for increased referral speed and accuracy.
 4.2. Automating escalations and acknowledgments prevents communication gaps.
 4.3. Automated records of all interactions facilitate compliance and audit trails.
 4.4. Automator reduces manual entry and multitool context switching, saving staff time.
 4.5. Automatable feedback/review requests ensure quality assurance cycles without staff intervention.
 4.6. Automated notification redundancy improves response time for critical patient handoffs.