Quality Assurance & FeedbackPurpose
1.2. To automate reminders and escalate overdue care reviews to maintain quality assurance and compliance.
1.3. To centralize notifications across multiple channels, reducing manual tracking errors and support regulatory reporting.
Trigger Conditions
2.2. A care review is marked as overdue in the EHR or care management system.
2.3. New resident intake requires initial care review scheduling.
2.4. Policy updates mandate a mid-term quality check for all active residents.
Platform Variants
3.1. Twilio SMS
• Feature: Programmable Messaging API – schedule SMS notifications.
• Sample: POST to /Messages with resident contact list and review template; set cron-based triggers.
3.2. SendGrid
• Feature: Transactional Email API – automated email notifications.
• Sample: POST /mail/send with dynamic template; trigger via webhook when review due date nears.
3.3. Google Calendar
• Feature: Calendar API – auto-create events for review reminders.
• Sample: POST /calendars/{id}/events with recurrence rules per resident.
3.4. Microsoft Outlook/Exchange
• Feature: Calendar Event API – send meeting invites for care reviews.
• Sample: /me/events with time and participant data from EHR records.
3.5. Slack
• Feature: Scheduled message API – deliver notifications to care teams’ channels.
• Sample: POST /chat.scheduleMessage with care review content and timing.
3.6. Microsoft Teams
• Feature: Incoming webhook – push review alert cards to staff group.
• Sample: POST to webhook URL with adaptive card payload (resident, review time, urgency).
3.7. Zendesk
• Feature: Ticket API – open tickets for each scheduled/overdue review.
• Sample: POST /api/v2/tickets.json with custom field for review deadline.
3.8. Salesforce
• Feature: Workflow Rules/Process Builder – generate tasks or notifications for care reviews.
• Sample: Automate task creation upon review date field update.
3.9. HubSpot
• Feature: Workflow Automation – trigger sequences for care review reminders.
• Sample: Scheduled workflow triggers based on property date.
3.10. Zoho CRM
• Feature: Schedule Functions – send review reminder emails or add tasks to cases.
• Sample: Create scheduled custom function using resident review dates.
3.11. Mailgun
• Feature: Scheduled email API – automate timed email notifications.
• Sample: POST /messages with delivery-time parameter per review schedule.
3.12. Asana
• Feature: Task creation API – auto-create care review tasks for assigned caretakers.
• Sample: POST /tasks with due dates matching review schedules.
3.13. Trello
• Feature: Card creation API – generate board cards for each upcoming review.
• Sample: POST /boards/{id}/cards with label#ReviewReminder.
3.14. Monday.com
• Feature: Automation Recipes/API – set date-based notifications for quality assurance board.
• Sample: Create item with date column; automate reminders before due dates.
3.15. Pipedrive
• Feature: Activities API – auto-create activities for scheduled reviews.
• Sample: POST /activities linked to resident's contact entry.
3.16. Airtable
• Feature: Automation Scripts – trigger notifications when review dates approach.
• Sample: Automation logic based on “Review Due” column updates.
3.17. Notion
• Feature: API integration – set up database reminder automations.
• Sample: Scheduled sync to trigger comment or page update notifications.
3.18. Intercom
• Feature: Series automation – send messages when reviews are due.
• Sample: Series entry trigger with attribute “review date approaching.”
3.19. ServiceNow
• Feature: Workflow Automation – auto-open incident or task for pending reviews.
• Sample: Scheduled workflow triggers off resident review fields.
3.20. Freshdesk
• Feature: Ticket Scheduler – create tickets or send alerts for care reviews.
• Sample: Automation rule based on resident review calendar.
Benefits
4.2. Improves communication, accountability, and traceability within care teams.
4.3. Eases regulatory audits by maintaining a detailed alert and escalation log.
4.4. Increases efficiency and saves administrative time.