Reporting & Business Intelligence AutomationPurpose
1.2. Generate automated dashboards visualizing source-based patient trends, ROI, and conversion metrics.
1.3. Enable automated business intelligence feeds directly to practice managers and marketers.
1.4. Integrate multi-source data (web, phone, EMR, ads, social, events) for automatable referral channel analysis.
1.5. Support automated detection of source anomalies and trigger automated notifications.
Trigger Conditions
2.2. Updated referral data in CRM, patient portal, or marketing campaign platform.
2.3. Scheduled periodic check for new/changed referral source records.
2.4. Receipt of digital marketing attribution event (UTM hit, call tracking, SMS, ad click).
Platform Variants
3.1. Salesforce
• Function/API: Use "Create Record" with custom Referral Source object; automate dashboard refresh via "Einstein Analytics API".
3.2. HubSpot
• Feature: "Workflows" to auto-tag contacts from form sources; use "Dashboards API" for automated visual updates.
3.3. Zapier
• Function: "Webhook" trigger to collect referral data; automates dashboard generation with "Formatter" and "Dashboard tools".
3.4. Tableau
• API: "Tableau REST API" to automate data ingestion and dashboard updating from source logs.
3.5. Google Data Studio
• Feature: Automate dashboard refresh by connecting to Google Sheets/BigQuery updated via referral tracking automations.
3.6. Microsoft Power BI
• API: "Power BI REST API" to automate data push and dashboard updates from referral flows.
3.7. RedCap
• Module: "API Import" automates patient and referral record collection; reports scheduled automatically.
3.8. Twilio
• Feature: "Programmable Voice/SMS Webhooks" automates inbound call/SMS source capture.
3.9. Google Analytics
• Feature: "Measurement Protocol" automates offline/online referral event tracking.
3.10. Intercom
• Function: "Conversation Data Attribute API" automates tagging new patients' referral sources.
3.11. Segment
• API: "Track" and "Identify" endpoints automate referral attribution and channel syncing.
3.12. MySQL/PostgreSQL
• Feature: "Triggers/Stored Procedures" automate referral record updates and scheduled exports.
3.13. Looker
• API: "Scheduled Plan Create" for automated dashboard refresh on new referral source data.
3.14. AWS Lambda
• Service: Automate event-based scripts for data normalization and referral source aggregation.
3.15. Slack
• API: "Incoming Webhooks" automate real-time alerting of high-value or anomalous referrals.
3.16. Google Sheets
• Feature: "App Script Triggers" automate ingestion, sorting, and dashboard tab updates for referral data.
3.17. Pipedrive
• Feature: "Webhooks" automates pipeline stages when leads enter from tracked sources; sync with dashboard tools.
3.18. AirTable
• Feature: "Automation" script blocks automate data update and visualization for real-time dashboards.
3.19. Monday.com
• Feature: "Integrations" automates referral input logging and dashboard widget refresh.
3.20. Facebook Ads Manager
• API: "Marketing API" pushes lead source attributions to dashboard automations.
3.21. Klaviyo
• Feature: "Flows" automates customer source assignment for segmentation analytics.
3.22. Google Forms
• Feature: "Response event trigger" automates data push to analysis dashboards.
3.23. RingCentral
• API: "Call Log" automates call source mapping and dashboard inclusion.
3.24. Marketo
• Feature: "Webhooks" automates data routing to dashboards and referral reports.
Benefits
4.2. Enables automated, up-to-date insights for practice leaders.
4.3. Reduces manual reporting, eliminating human error in attribution workflows.
4.4. Automates anomaly detection, improves strategy with real-time referral analytics.
4.5. Frees staff for higher-value tasks through business intelligence automation.
4.6. Makes cross-platform referral analysis automatable and scalable.
4.7. Enhances marketing ROI analysis by automating multi-channel reporting.