Treatment & Care CoordinationPurpose
1.2. Automate generation and distribution of templates to reduce manual tasks and minimize documentation errors.
1.3. Facilitate regulatory compliance and standardized treatment documentation across care teams.
1.4. Accelerate onboarding of new providers by instantly supplying necessary clinical documentation formats.
Trigger Conditions
2.2. Updates or changes to treatment note templates by clinical leadership.
2.3. Scheduled distribution at defined intervals (e.g., weekly, monthly).
2.4. Regulatory or accreditation-driven template updates.
2.5. Manual request or trigger from administrative staff.
Platform Variants
• Feature: Template Delivery via 'Envelopes API' — Configure with template ID, recipient email, and delivery schedule.
3.2. Microsoft Power Automate
• Connector: Create & Send File using 'Send an email (V2)' — Attach updated template, configure recipient workflow.
3.3. Dropbox
• API: 'files/upload' and 'sharing/create_shared_link' — Upload template to shared folder, generate shareable link for providers.
3.4. Google Drive
• API: 'Files.create' and 'Permissions.create' — Auto-upload template, set permissions for provider email addresses.
3.5. Salesforce Health Cloud
• Action: Use 'Email Template API' — Select template, merge data, trigger send to provider contact list.
3.6. BambooHR
• Endpoint: 'Documents' module — Upload and assign new template documents to new hire/provider profiles.
3.7. Box
• API: 'folders/upload' and 'collaborations/create' — Place template in team folder, add users as collaborators.
3.8. Zendesk
• Trigger: 'Send notification to user' action — Use notification with template attached for provider roles.
3.9. Slack
• API: 'files.upload' in #providers channel — Share template document with targeted provider audience.
3.10. ServiceNow
• Flow: 'Email Activity' in workflow designer — Attach template note on provider onboarding workflow.
3.11. Asana
• API: 'Attachments' endpoint — Add template file as attachment in project/tasks for new providers.
3.12. Trello
• Power-Up: 'Card Attachment' — Attach treatment note template to provider-specific cards.
3.13. Notion
• API: 'Blocks.children.append' — Insert standardized template as a page and share with user group.
3.14. Zoho CRM
• Automation: 'Send Email' workflow — Select and dispatch note template to provider contacts.
3.15. HubSpot
• Workflow: 'Send internal email' — Configure with attachment field for template file.
3.16. Smartsheet
• API: 'Add Row' with attachment — Insert new template versions into provider project sheets.
3.17. Mailgun
• API: 'messages' endpoint — Automated template file as email attachment to providers.
3.18. AWS S3
• Lambda Trigger: Upload template file to bucket, presigned URL shared with provider emails.
3.19. Monday.com
• Integration: 'File column update' — Place new template in relevant board file column for providers.
3.20. SharePoint Online
• REST API: 'Files/Add' — Auto-save new/updated template, permissions set to provider group.
3.21. Intercom
• Operator: 'Send Article' — Link treatment note templates as articles sent to provider user segment.
3.22. ClickUp
• Automation: 'Add Attachment to task' — Attach template to onboarding or update tasks for provider group.
Benefits
4.2. Reduces labor and errors in manual template distribution.
4.3. Enables rapid compliance with regulatory or best-practice changes.
4.4. Improves provider readiness and standard of care consistency.
4.5. Increases visibility and tracking of who has received and accessed the latest templates.