Automated care plan generation and assignment

**Purpose**

1. Automated care plan generation and assignment streamlines creation and electronic distribution of individualized recovery and treatment plans based on patient assessments, ensuring timely and consistent care across multidisciplinary teams, and reducing manual entry errors.
2. Enhances collaboration and treatment efficacy by integrating scheduling, continuous updates, documentation, and compliance within electronic health record and communication workflows.

**Trigger Conditions**

1. New client admitted or assessment completed.
2. Update/change in patient’s status or treatment phase.
3. Scheduled care plan review date reached.
4. Referral received from another provider for addiction services.
5. Discharge planning or aftercare initiation event.
6. Consent/signature received electronically.

**Platform Variants**

3.1. Salesforce Health Cloud
• Flow: Process Builder with Health Assessment object
• API: CreateRecord, UpdateRecord endpoints

3.2. Epic Systems (EHR)
• Feature: Care Plan Template Auto-Assignment
• API: FHIR CarePlan resource POST/PUT

3.3. Cerner Millennium
• Feature: MPages for auto-populating plan templates
• API: careplans.create, orders.create

3.4. Athenahealth
• Feature: Clinical Workflows with auto-plan scripting
• API: POST /chart/{patientid}/careplan

3.5. Meditech Expanse
• Feature: Auto-generated Interventions from intake responses
• API: carePlan.insert

3.6. Google Sheets
• Function: App Script, Trigger on Form Submission
• API: sheets.spreadsheets.batchUpdate, Drive file.create

3.7. Microsoft Power Automate
• Flow: Automated Cloud Flow (“When new response submitted” from Forms)
• API: Create item in SharePoint List, SendTeamsMessage action

3.8. Zapier
• Feature: Multi-step Zap using Webhooks and Google Docs
• API: webhook POST to care plan template endpoint

3.9. Asana
• Feature: Task template auto-assignment based on form data
• API: POST /tasks, POST /projects/{project_gid}/tasks

3.10. Monday.com
• Feature: Automation “When status changes, create item”
• API: POST /v2/projects, POST /v2/items

3.11. Smartsheet
• Feature: Automated workflow from intake form row
• API: POST /sheets/{sheetId}/rows

3.12. DocuSign
• Feature: Embedded signing and plan confirmation
• API: Envelopes:create (with templates)

3.13. Adobe Sign
• Feature: Document workflow triggered from CRM web form
• API: agreements.create

3.14. Slack
• Feature: Workflow Builder posts care plan to channel
• API: chat.postMessage with care plan payload

3.15. Microsoft Teams
• Feature: Flow posts adaptive card for plan assignment
• API: sendMessage (Graph API), chatMessage

3.16. Twilio
• Feature: SMS alert on care plan assignment
• API: POST /Messages

3.17. SendGrid
• Feature: Automated plan email notification
• API: mail/send

3.18. Trello
• Feature: Card auto-create for each plan step
• API: /1/cards (create), /1/boards

3.19. Notion
• Feature: Database entry with plan template
• API: /v1/pages (create), /v1/databases/query

3.20. Intercom
• Feature: Automated message to assigned clinician
• API: messages.send

3.21. Formstack
• Feature: Generate plan on form submission
• API: Webhook trigger to care plan generator

3.22. CareCloud
• Feature: Auto-scheduling workflows and document assignment
• API: POST /patients/{id}/careplans

3.23. BambooHR
• Feature: Plan assignment notification for employee EAP
• API: POST /employees/{id}/workflows

3.24. ActiveCampaign
• Feature: Automated pipeline movement upon plan assignment
• API: POST /api/3/contactDeals

**Benefits**

1. Reduces care plan turnaround time and administrative burden.
2. Improves consistency, compliance, and regulatory documentation.
3. Ensures proactive case follow-up and personalized interventions.
4. Enhances cross-team visibility and accountability.
5. Facilitates quality assurance, analytics, and outcome tracking.