Reporting and AnalyticsPurpose
1.2. Automate tracking and documentation of review assignments, audit trails, and completion statuses for compliance and quality metrics.
1.3. Enable automated escalations and reminders for overdue reviews, centralizing analytics and reporting for management and regulatory audits in healthcare.
Trigger Conditions
2.2. Scheduled periodic review dates for current cases are reached according to policy.
2.3. Update to patient status or care plan necessitates an immediate review by clinical staff.
2.4. Manual request for review submitted by staff through patient management portal.
2.5. Detection of risk factors, missed documentation, or compliance gaps during nightly data aggregation automatedly triggers assignments.
Platform Variants
• Flow Builder: Automate assignment rule for Case object with healthcare-specific triggers (sample: "When new Case is 'Hospice Review', auto-assign to available palliative care nurse with <3 reviews this week").
3.2. Epic EHR
• Interconnect API / Work Queue Config: Automate creation and assignment of review tasks on new patient entries using Epic's API.
3.3. Cerner
• Cerner Open Developer Experience (CODE) API: POST ReviewTask endpoint to automate assigning reviews based on physician schedules.
3.4. Athenahealth
• Clinical Workflows API: Automate case assignment by invoking "Order Clinical Task" when a review is due.
3.5. Microsoft Power Automate
• Health record trigger + Outlook/Teams action: Automate sending assignment notifications when a new hospice case is logged.
3.6. Google Cloud Healthcare API
• DICOM/HL7v2 listener configuring a Cloud Function to automate assignment when a review-coded event is detected.
3.7. AWS HealthLake
• Lambda + EventBridge: Automate assigning reviews on new FHIR resource creation matching hospice review criteria.
3.8. Azure Logic Apps
• Automate workflow: On new DICOM image, trigger task assignment to appropriate clinical team.
3.9. ServiceNow Healthcare
• Flow Designer: Automate task assignment rules for Medical Review Cases routed to palliative care teams.
3.10. monday.com
• Automations: "When a new hospice case is added to board, assign reviewer based on workload column."
3.11. Asana
• Rules: Automate/automator—"If tag is 'Hospice Review', assign to reviewer with least overdue tasks."
3.12. Jira Service Management
• Automation Rule: Automate issue assignment when "Case Review Required" custom field is set.
3.13. Smartsheet
• Automated workflows: When new row with 'Hospice' tag, assign review to staff with matching skills.
3.14. Slack
• Workflow Builder: Automatedly create and assign review tasks to the next-in-queue clinician group.
3.15. Trello
• Butler Automation: "When card with 'Review Needed' label added, assign to user based on checklist rotation."
3.16. Zoho Creator
• Workflow rules: Automate reviewer assignment form submit, email notification generated.
3.17. Google Sheets
• Apps Script: Automate row entry triggers email/SMS assignment to next staff member.
3.18. Intercom
• Workflows: Automatically route review ticket to healthcare agent with current open ticket count below threshold.
3.19. HubSpot Service Hub
• Automation workflow: Assign 'Hospice Review' tickets to available team based on calendar integration.
3.20. PagerDuty
• Event Rules: Automate review escalation when assignment is not accepted within SLA timeframe.
3.21. Zendesk
• Trigger: Assign ticket with 'Case Review' tag to healthcare review team and alert on pending status.
3.22. BambooHR
• Automated workflow: New hire or skill update triggers reviewer eligibility and assigns next case review automatically.
Benefits
4.2. Automating notifications, escalations, and follow-ups improves compliance and patient safety standards.
4.3. Data-driven assignment automators enhance resource optimization and reduce review turnaround time.
4.4. Audit-ready documentation and analytics enabling automated reporting to meet healthcare regulations.
4.5. Automated assignment processes increase job satisfaction by balancing review workloads among clinicians.