Referral & Follow-Up ManagementPurpose
1.2. Automates extraction, formatting, and dissemination of discharge documents from EMR/EHR or clinical information systems.
1.3. Ensures HIPAA-compliant, secure transmission of automated discharge information across multiple communication channels—email, fax, patient portals, or messaging.
1.4. Automates follow-up workflows by triggering subsequent appointments or feedback requests once discharge summary is delivered.
1.5. Reduces manual administrative overhead, delays, and risks of miscommunication after patient discharge.
Trigger Conditions
2.2. Referral closeout or patient status update to 'discharged'.
2.3. Medical coding event flagged as 'discharge ready'.
2.4. Scheduled time event for batch delivery (e.g., daily automated summary send-out).
2.5. Manual clinical staff initiation through dashboard or API to automate summary delivery.
Platform Variants
• Automates SMS alert with summary download link
• Setting: Use Messaging API, "SendMessage" endpoint; configure webhook for discharge summary event trigger
3.2. SendGrid
• Automates summary delivery via email (with attachment/link)
• Setting: Use v3 Mail Send API, Subject: “Discharge Summary for [Patient Name]”, attach summary PDF
3.3. Amazon SES
• Automates secure, scalable email delivery
• Setting: Access SendEmail API, configure with authorized sender/domain; include summary in MIME attachment
3.4. SFTP Servers
• Automates transfer of summary files to provider/hospital IT systems
• Setting: Script SFTP file transfer on discharge event using secure credentials
3.5. Dropbox
• Automates folder upload and sharing of discharge summaries
• Setting: Dropbox API /files/upload endpoint, automatedly create sharable link for provider
3.6. Google Drive
• Automates summary upload and restricted file sharing
• Setting: Drive API, Files:create, assign permissions to provider email
3.7. OneDrive
• Automates upload to dedicated discharge summaries folder
• Setting: Graph API /upload; share with authorized user/group
3.8. DocuSign
• Automates secure summary distribution with e-sign workflow
• Setting: Envelope API, add summary document, route to provider for acknowledgement
3.9. Slack
• Automates posting summary notifications to clinical or admin channel
• Setting: Incoming Webhooks; set automation bot to post when summary finalized
3.10. Microsoft Teams
• Automates summary delivery as file or message to private chat or group
• Setting: Graph API, create chat message with file attachment
3.11. Meditech Expanse
• Automates pulling finalized summary via RESTful API
• Setting: Use GET /api/dischargeSummaries; listen for data updates
3.12. Epic Systems
• Automates summary extract via FHIR discharge-summary endpoint
• Setting: FHIR API, DocumentReference.read[DischargeSummary_ID]
3.13. Cerner
• Automates summary export from Millennium EHR
• Setting: FHIR R4 /DocumentReference?type=discharge-summary
3.14. Fax.Plus
• Automates summary fax to referring offices
• Setting: Fax API, send PDF on event with cover sheet
3.15. Zoho Mail
• Automates secure summary emailing
• Setting: Mail Send API, encrypt attachments
3.16. Salesforce Health Cloud
• Automates summary posting to patient/provider records
• Setting: Health Cloud REST API, Files:connect; trigger record update
3.17. HL7 Integration Engine (e.g., Mirth Connect)
• Automates message routing via HL7 ORU^R01 message
• Setting: Use channel to detect new summary and route to recipient
3.18. Interfax
• Automates secure fax delivery for summaries
• Setting: Fax API, upload PDF, specify destination
3.19. ClickSend
• Automates SMS or fax discharge summary notice
• Setting: SMS/Fax API endpoints for automated sending
3.20. Health Gorilla
• Automates summary sharing to provider network
• Setting: Clinical Data Sharing API, POST discharge document to provider endpoint
Benefits
4.2. Ensures secure, compliant, and traceable summary transmission, lowering compliance risks.
4.3. Automator driven processes reduce errors and missed referrals, streamlining patient care continuity.
4.4. Healthcare teams spend less time on paperwork, more on patient care, via robust automation.
4.5. Multiple delivery channels, automatedly selected and managed, accommodate diverse provider and patient preferences.