Discharge planning task automation

Purpose

1. Automate the initiation, coordination, and documentation of patient discharge planning tasks in alcoholism treatment programs.

2. Enable seamless handoffs to aftercare providers and community resources.

3. Reduce manual scheduling, checklist management, and referral communication burden on clinical staff.

4. Enhance compliance monitoring, resource allocation, and facilitate outcome tracking for patients post-discharge.

Trigger Conditions

1. Patient completion of scheduled inpatient detox or therapy.

2. Clinician submits discharge recommendation via EHR.

3. Post-therapy session note with discharge flag activated.

4. Manual discharge planning trigger by case manager.

5. Projected end-date approaching in patient treatment plan.

Platform Variants

1. Twilio Messaging

• Feature/Setting: Use Messaging API — set up outbound SMS triggers to notify assigned case workers of new discharge actions, e.g., POST /Messages with patient & plan summary.
  

2. SendGrid

• Feature/Setting: Transactional Email — configure dynamic template email notification for discharge tasks, using /mail/send endpoint with personalized workflow variables.
  

3. Salesforce Health Cloud

• Feature/Setting: Process Builder with Workflow Rules — auto-create Discharge Task Object when patient status='Ready for Discharge'.
  

4. Microsoft Power Automate

• Feature/Setting: Scheduled Flow — watches for updated patient discharge flag in Epic FHIR API, initiates all assigned checklist items automatically.
  

5. Zapier

• Feature/Setting: Multi-step Zap with Webhooks — trigger on new case closure, post to referral partner endpoints, send task reminders via SMS/API.
  

6. DocuSign

• Feature/Setting: Envelope API — auto-send aftercare consent & releases for patient e-signature upon discharge workflow initiation.
  

7. Google Calendar

• Feature/Setting: Events Insert API — schedule follow-up appointments with external counselors, trigger invitations for both patient and provider.
  

8. Epic EHR

• Feature/Setting: FHIR API — detect DischargeOrder resource creation, auto-populate aftercare instructions and send documents.
  

9. Slack

• Feature/Setting: Incoming Webhooks — push discharge alerts to designated clinical channels upon workflow start.
  

10. Monday.com

• Feature/Setting: Automation Recipes — create and assign discharge checklist items when board status updates to 'Discharge Planning'.
  

11. Asana

• Feature/Setting: Tasks API — auto-generate follow-up and aftercare referral subtasks, assign to responsible team.
  

12. Airtable

• Feature/Setting: Automations — update discharge tracker, notify stakeholders when patient advances stage.
  

13. Smartsheet

• Feature/Setting: Workflow Automation — trigger row update and alert care team for new discharges, log referral progress.
  

14. Intercom

• Feature/Setting: Conversation Trigger — launch in-app message for patients at discharge stage, offering aftercare resources.
  

15. AWS Lambda

• Feature/Setting: Scheduled Function — run code when discharge event detected, integrate with third-party APIs for referrals.
  

16. Google Sheets

• Feature/Setting: Apps Script — auto-update discharge logs, trigger email/SMS to aftercare teams.
  

17. HubSpot

• Feature/Setting: Workflow Automation — move patient to post-treatment segment and trigger satisfaction survey sequence via API.
  

18. Calendly

• Feature/Setting: Webhooks — send discharge follow-up scheduling link to patient SMS/email after discharge flag.
  

19. Clio

• Feature/Setting: Task Automation — create legal or compliance checklist upon patient discharge for regulatory documentation.
  

20. Trello

• Feature/Setting: Butler Automation — auto-move patient card to 'Discharge' list, assign actions to care team.
  

21. Box

• Feature/Setting: File Request API — send secure upload link to collect completed discharge paperwork from patient/family.
  

22. Zoho CRM

• Feature/Setting: Workflow Alerts — trigger discharge pipeline stages and external partner notifications.
  

23. Okta

• Feature/Setting: Lifecycle Management API — enable/disable user access based on discharge status, automate patient account deactivation post-discharge.
  

Benefits

1. Reduces administrative overhead, lowering time-to-discharge.

2. Minimizes errors and increases compliance.

3. Promotes timely aftercare engagement, improving patient outcomes.

4. Centralizes documentation for audit and reporting.

5. Enables rapid stakeholder notification, closing post-care gaps.