Patient demographics report creation and distribution

Purpose

1.1. Automate the creation and distribution of comprehensive patient demographics reports in pediatric clinics to enhance compliance, support analytics, and streamline operations.
1.2. Automates data gathering from EHR, scheduling, billing, and intake forms to deliver timely, accurate, and actionable insights.
1.3. Facilitates automated reporting for legal and compliance audits, internal analytics, and data-driven decision-making.
1.4. Delivers demographics reports (age, gender, location, insurance, visit frequency) to designated recipients periodically or on-demand.

Trigger Conditions

2.1. Scheduled (e.g., daily, weekly, monthly time-based automation).
2.2. New patient registration or intake form completion triggers automated reporting.
2.3. Update in patient demographics in EHR system can trigger automated report generation.
2.4. Compliance or audit request initiates automated report preparation and secure delivery.

Platform Variants

3.1. Google Sheets
• API: Spreadsheets API — Automates pulling data, creating reports, sharing via automated email or link.
3.2. Microsoft Excel Online
• API: Graph API for Excel — Automates report generation and OneDrive distribution to stakeholders.
3.3. Salesforce Health Cloud
• API: Reports & Dashboards API — Automates report creation and Chatter or email distribution.
3.4. Epic EHR
• Feature: Clarity Data Extracts — Automates demographics export, API-triggered data push.
3.5. Cerner PowerChart
• Feature: Cerner Open Developer Experience (CODE) API — Automates report queries and distribution to secure emails.
3.6. Twilio SMS
• API: Messaging API — Automates SMS notifications for report readiness or delivery.
3.7. SendGrid
• API: Mail Send API — Automates email report delivery to designated contacts.
3.8. Slack
• API: chat.postMessage — Automates posting report summaries and download links to Slack channels.
3.9. Dropbox
• API: Dropbox API / file upload — Automates report uploads and sharing secure links.
3.10. AWS S3
• API: S3 PutObject — Automates demographics report storage, presigned link generation.
3.11. Google Drive
• API: Drive API — Automates secure upload, sharing, and permission settings.
3.12. HubSpot
• API: CRM API & Workflows — Automates attaching report downloads to patient CRM records.
3.13. Zoho Analytics
• API: Analytics API — Automates demographics dashboard refresh and distribution via automated email.
3.14. Power BI
• API: REST API / Dataset Refresh — Automates pulling new demographics and dashboard update.
3.15. Tableau Cloud
• API: REST API / Workbook Publish — Automates demographics workbook sync and access notifications.
3.16. Mailchimp
• API: Campaigns API — Automates sending formatted reports to subscribers or stakeholders.
3.17. Airtable
• API: Airtable API — Automates central demographics data storage and report generation.
3.18. Monday.com
• API: Boards & Automations — Automates logging distribution activity and reminders.
3.19. DocuSign
• API: Envelopes — Automates attaching certified demographics reports for compliance signatures.
3.20. Asana
• API: Task API — Automates task creation for report review and compliance tracking.

Benefits

4.1. Automating reporting saves hours of manual effort and eliminates data entry errors.
4.2. Automatedly ensures timely report distribution and compliance with pediatric medical standards.
4.3. Automation enables scalability as patient volumes grow without additional administrative burden.
4.4. Automator-driven notifications enhance prompt review and fast follow-up actions.
4.5. Automates audit readiness by centralizing and securely distributing all demographics data.
4.6. Improves analytics through automatable integration with BI dashboards for trend tracking.