Purpose
1.2. Ensure treatment adherence, enable proactive intervention, and standardize monitoring of patient progress.
1.3. Support documentation/compliance by prompting plan reviews and outcome-tracking regularly.
1.4. Reduce missed reviews by integrating reminder logic with calendars, case management, and messaging tools.
Trigger Conditions
2.2. Adaptive based on last review date stored in the patient EHR/CRM.
2.3. Upon care plan modification (if a trigger for re-review is enabled).
2.4. When a patient/case is flagged for escalated monitoring by staff.
Platform Variants
• Feature/Setting: Use Messaging API; configure POST /Messages with care team or patient’s phone and custom reminder message.
3.2. SendGrid
• Feature/Setting: Configure Mail Send API (v3/mail/send) for weekly email reminders using care team addresses.
3.3. Slack
• Feature/Setting: Schedule chat.postMessage to dedicated channel/user for weekly plan review reminders.
3.4. Microsoft Teams
• Feature/Setting: Use Microsoft Graph API to send chatMessage to care team’s Teams channel.
3.5. Google Calendar
• Feature/Setting: Use Calendar API — events.insert to block time for review sessions.
3.6. Outlook365/Exchange
• Feature/Setting: Schedule recurring calendar event with Outlook Calendar REST API (POST /me/events).
3.7. Salesforce Health Cloud
• Feature/Setting: Use Workflow Rules and Process Builder for generating task records and email alerts.
3.8. HubSpot
• Feature/Setting: Use Workflows tool to automate external emails or task creation tied to recovery plan review properties.
3.9. Zendesk
• Feature/Setting: Automate ticket creation (POST /api/v2/tickets) for tracking reviews as service tasks.
3.10. Asana
• Feature/Setting: Use Tasks API to create recurring tasks for assigned care managers.
3.11. Trello
• Feature/Setting: Automate card creation using Trello API POST /cards for each plan review needed.
3.12. Monday.com
• Feature/Setting: Configure automations to generate item updates and notification messages for responsible teams.
3.13. Notion
• Feature/Setting: Add pages/database entries tagged “review due” and use reminders/API to notify users.
3.14. ClickUp
• Feature/Setting: Automate task creation with POST /task API for recovery plan reviews, set due dates/reminders.
3.15. ServiceNow
• Feature/Setting: Schedule notifications using Workflow Editor and Notification API for care coordinators.
3.16. Zoho CRM
• Feature/Setting: Set up workflow automation to send email or add tasks when review is pending.
3.17. Intercom
• Feature/Setting: Use Message Composer or API POST /messages to send in-app, email, or SMS reminders.
3.18. Google Sheets
• Feature/Setting: Use Apps Script triggers to post reminders via Gmail or update status columns each week.
3.19. Airtable
• Feature/Setting: Automations engine to send weekly email notifications or create task records when reviews are due.
3.20. Mailgun
• Feature/Setting: Schedule and send transactional review notifications with the /messages endpoint.
3.21. PagerDuty
• Feature/Setting: Use Events API to trigger incidents for time-sensitive or escalated reviews.
3.22. Jira
• Feature/Setting: Use REST API to generate recurring issues for plan reviews, assign to staff, and trigger notifications.
Benefits
4.2. Minimizes administrative oversight by automating reminders and task allocation.
4.3. Improves response speed to patient risk events via rapid team engagement.
4.4. Integrates with existing tools, reducing context-switching for care professionals.
4.5. Enables audit trails for regulatory review through logged reminders and actions.