Purpose
1 Automates the full lifecycle of health assessment scheduling for senior residents, from birthdate-driven and routine interval prompts to custom assessment needs based on care plans.
2 Automates health professional notifications, consent requests, and reminders for residents and families.
3 Supports compliance with regulatory assessment timelines and documentation.
4 Enables automated data sync with EHRs for health tracking and analytic dashboards.
5 Automates follow-up and rescheduling workflows after cancellations or no-shows.
Trigger Conditions
1 Resident onboarding completion triggers first automated health assessment invitation.
2 Periodic intervals (e.g., quarterly, annually) automates scheduling per resident’s health profile.
3 Medical event logs or physician orders automate dynamic assessment task generation.
4 Resident or family request via portal automates self-scheduling feature.
5 Regulatory deadlines reached automates urgent reminders to clinical staff and responsible parties.
Platform Variants
1 Twilio SMS
• Feature/Setting: Automates outbound SMS to resident and family for appointment notifications using Programmable Messaging API, e.g., POST to /Messages endpoint with dynamic templates.
2 SendGrid
• Feature/Setting: Automates email reminders using Mail Send API v3, configure dynamic transactional email templates mapped to assessment schedules.
3 Google Calendar API
• Feature/Setting: Automates resident and clinician assessment event creation, PATCH for rescheduling, using /calendars/events endpoint.
4 Microsoft Outlook Calendar
• Feature/Setting: Automates calendar invites via Office365 Graph API events endpoint for assessment appointments.
5 Salesforce Health Cloud
• Feature/Setting: Automates onboarding and case milestone triggers using Flows and Process Builder tied to Assessment object.
6 Epic EHR
• Feature/Setting: Automates appointment creation, HL7/FHIR Appointment resource; automating EHR status changes and documentation events.
7 DocuSign
• Feature/Setting: Automates e-consents for assessments using Envelopes: create and send REST API, triggered on appointment scheduling.
8 Slack
• Feature/Setting: Automates clinical team channel posting via Incoming Webhooks when new assessments are scheduled.
9 HubSpot
• Feature/Setting: Automates resident contact updates and assessment pipelines using Workflows to manage assessment state and communications.
10 Zoom
• Feature/Setting: Automates video meeting creation for telehealth assessments via Meetings API.
11 Azure Logic Apps
• Feature/Setting: Automates orchestration of multi-step notifications, leveraging built-in connectors for healthcare workflows.
12 AWS Lambda
• Feature/Setting: Automates logic for custom rules in assessment triggering and callback event processing.
13 Intercom
• Feature/Setting: Automates chat-based notifications with user-specific health assessment schedules via API messages/create endpoint.
14 Monday.com
• Feature/Setting: Automates board updates and assessment task assignments using Automations recipes and API.
15 Asana
• Feature/Setting: Automates assessment reminders and checklists for nursing teams using Tasks API.
16 Smartsheet
• Feature/Setting: Automates assessment tracking sheet row creation and follow-up status columns programmatically via API.
17 Healthie
• Feature/Setting: Automates assessment bookings via Client Appointments API, integrates to automate intake and documentation.
18 Google Sheets
• Feature/Setting: Automates survey results and scheduling exports using Sheets API append and update endpoints.
19 Zapier
• Feature/Setting: Automates cross-platform data flow (trigger: new scheduled appointment → actions: notify, update, log, etc.), integrating multiple system APIs.
20 Calendly
• Feature/Setting: Automates open assessment slot booking links; webhook triggers for confirmations and reminders.
21 Veeva Vault
• Feature/Setting: Automates documentation and compliance task creation via Vault REST API for regulated health assessments.
22 Cerner Millennium
• Feature/Setting: Automates appointment object management via FHIR Scheduling and Appointment API endpoints.
23 ServiceNow
• Feature/Setting: Automates workflow ticket creation and tracking for health assessment compliance.
Benefits
1 Automatedly reduces manual staff scheduling workload and communication bottlenecks.
2 Automates timely assessment completion and compliance, improving clinical outcomes.
3 Automates reminders and reduces missed assessments, supporting safety and regulatory mandates.
4 Automates resident engagement through multi-channel notifications (SMS, email, in-app, calendar).
5 Automates documentation and audit trail creation for all assessment events, streamlining reporting and inspections.
Resident Management & Onboarding