Automated report distribution to practitioners/management

Purpose

1.1. Ensure timely, secure, and error-free delivery of analytics and reporting data to alternative medicine practitioners and management for compliance, decision-making, and continuous improvement.
1.2. Streamline reporting processes for various modalities (acupuncture, naturopathy, homeopathy, etc.) across facilities.
1.3. Maintain audit trails and verification for regulatory or standards review bodies.
1.4. Allow customization of recipients, format, triggers, and report content per practitioner or management requirements.

Trigger Conditions

2.1. Completion of a patient record or daily clinical session.
2.2. Scheduled times (daily, weekly, monthly, quarterly, customizable).
2.3. Detection of compliance anomalies or threshold events (e.g., adverse incident, KPI deviation).
2.4. Manual trigger by authorized personnel.

Platform Variants

3.1. Microsoft Power Automate
• Feature/Setting: Use “Recurrence” trigger and “Send an email (V2)” action in Outlook connector with dynamic content mapping.

3.2. Google Workspace (Apps Script/Gmail API)
• Feature/Setting: Time-based trigger in Apps Script; MailApp.sendEmail API with pre-approved template.

3.3. Slack
• Feature/Setting: Workflow Builder, scheduled trigger; use “Send a message” to practitioner DM or channel.

3.4. Zapier
• Feature/Setting: Schedule Zap; Gmail/Outlook integration; Action: email or file upload (Google Drive/Dropbox).

3.5. SendGrid
• Feature/Setting: Use “Mail Send API” endpoint; scheduled job from automation backend.

3.6. Twilio
• Feature/Setting: Twilio Studio Flow, SMS or WhatsApp message trigger, customized per practitioner list.

3.7. AWS SES
• Feature/Setting: Lambda event-driven invocation, SES SendEmail API with dynamic recipient mapping.

3.8. Salesforce (Reports & Dashboards)
• Feature/Setting: “Subscribe to Report” with frequency and list-based delivery, push to Chatter or email.

3.9. HubSpot
• Feature/Setting: Workflow with “Send Internal Marketing Email” action, recipient lists by practitioner/manager tag.

3.10. Jira Service Management
• Feature/Setting: “Automation” → “Scheduled trigger,” custom email notifications for compliance reports.

3.11. Asana
• Feature/Setting: Rule with “When task marked complete, send report via email/Slack.”

3.12. Monday.com
• Feature/Setting: Automations: “On status change or schedule, send email using integration.”

3.13. Trello
• Feature/Setting: Butler Automation, scheduled commands to send cards as reports via email.

3.14. Notion
• Feature/Setting: Scheduled integration via Notion API with third-party email/SMS plugin.

3.15. Airtable
• Feature/Setting: Scripting block or automation to export filtered view and send via email attachment.

3.16. Dropbox
• Feature/Setting: Scheduled upload to practitioner folders and email notification via integrations.

3.17. Box
• Feature/Setting: Box Relay for automated report drop and user notification via email/SMS integration.

3.18. DocuSign
• Feature/Setting: API scheduled send of compliance reports for digital sign-off to designated parties.

3.19. Pabbly Connect
• Feature/Setting: Trigger on new/updated data; Email/SMS push to practitioner list.

3.20. Mailgun
• Feature/Setting: Scheduled API call—messages.send()—with dynamic HTML report content.

Benefits

4.1. Guarantees consistency, enhances compliance and reduces manual errors.
4.2. Accelerates analytics-to-action loop for improvements in patient care and practices.
4.3. Enables real-time or scheduled regulatory reporting with proof of delivery.
4.4. Supports scalability across multiple practitioners, sites, and modalities.
4.5. Flexible triggers and rich delivery options (email, SMS, cloud, chat).
4.6. Customization for recipient roles, data privacy, and required formats.
4.7. Traceability and auditability for management and regulatory oversight.