Resident Management & OnboardingPurpose
1.2. Ensure compliance with healthcare regulations and timely resident status reviews.
1.3. Reduce manual oversight for annual documentation and automate resident health monitoring reminders.
1.4. Provide centralized logging of notification dispatches and resident acknowledgments.
Trigger Conditions
2.2. Presence of last assessment date in resident profile, matching the one-year threshold.
2.3. API/webhook trigger from EHR/management software on due date.
2.4. Manual or bulk scheduler initiation from admin dashboard for missed automations.
Platform Variants
• Feature/Setting: Automated SMS messaging via Messaging API – configure scheduled outgoing SMS to resident’s designated phone number.
3.2. SendGrid
• Feature/Setting: Use Send Email API for templated annual re-assessment reminders—define variables for recipient and re-assessment date.
3.3. Mailgun
• Feature/Setting: Automate email campaigns using Scheduled Sends and template logic for compliance reminders.
3.4. Microsoft Outlook Calendar
• Feature/Setting: Graph API—create automated calendar invite for re-assessment meeting with resident.
3.5. Google Calendar
• Feature/Setting: Calendar API—automate creation and updating of yearly re-assessment events.
3.6. Slack
• Feature/Setting: Incoming Webhooks—automate alert messages to care teams when a resident’s re-assessment is due.
3.7. Microsoft Teams
• Feature/Setting: Use Teams Bot Framework to automate sending notifications to specified channels or users about re-assessment dates.
3.8. Salesforce Health Cloud
• Feature/Setting: Process Builder—automate task creation and email reminders for annual re-assessment tasks.
3.9. HubSpot
• Feature/Setting: Workflow Automation—schedule automated emails to contacts tagged as residents or caregivers.
3.10. Zoho CRM
• Feature/Setting: Workflow Rules—automate alert notifications and tasks based on custom date fields.
3.11. Airtable
• Feature/Setting: Automations—trigger notifications and updates based on anniversary dates in resident records.
3.12. Monday.com
• Feature/Setting: Automations center—automate recurring reminders to staff for follow-up assessments.
3.13. DocuSign
• Feature/Setting: Envelope ping—automate the sending of electronic re-assessment forms for digital signature.
3.14. HelloSign
• Feature/Setting: Scheduled Send—automate dispatch of digital assessment consents annually.
3.15. Freshservice
• Feature/Setting: Workflow Automator—automate ticket creation for assessments needing manual attention.
3.16. ServiceNow
• Feature/Setting: Flow Designer—automate multi-channel alerts and assessment task allocations.
3.17. Intercom
• Feature/Setting: Automated Messaging—trigger in-app or email notification to residents’ family or primary contact.
3.18. ActiveCampaign
• Feature/Setting: Email Automation—send timely, automated reminders with custom assessment links.
3.19. PagerDuty
• Feature/Setting: Event Orchestration—automatedly raise incident when assessment deadline passes without confirmation.
3.20. BambooHR
• Feature/Setting: Automated reminders—configure workflow for annual compliance document submission.
3.21. Google Sheets
• Feature/Setting: Script Automation—automate population and logging of notification status based on date fields.
3.22. Zapier
• Feature/Setting: Scheduler + Email/Slack action—automate workflows for re-assessment notifications across multiple platforms.
Benefits
4.2. Improves timeliness of re-assessments via automated reminders.
4.3. Automates staff workload distribution, allowing focus on higher-value tasks.
4.4. Centralizes audit trails and accountability for regulatory reporting.
4.5. Increases satisfaction for residents and caretakers with reliable, automated communication.