Automated internal handoff notifications among teams

Purpose

1.1. Ensure seamless communication for patient handoffs, interdisciplinary transitions, or status updates between clinical, admissions, counseling, administrative, and support teams in addiction treatment settings.
1.2. Eliminate manual notification gaps to reduce missed treatments, errors, or delays in care.
1.3. Centralize audit trails of handoffs for accurate compliance, documentation, and quality assurance.

Trigger Conditions

2.1. A new patient intake or discharge event is logged in the EHR/CRM.
2.2. Care plan phase changes by a clinician (e.g., moved from detox to counseling).
2.3. Case notes or alerts requiring multi-team review.
2.4. Administrative actions (bed transfer, insurance status change) that demand operational awareness.

Platform Variants

3.1. Microsoft Teams
• Feature/Setting: Incoming Webhook
• Configure: POST automated message payload with patient handoff data to designated channel webhook.

3.2. Slack
• Feature/Setting: Slack API chat.postMessage
• Configure: Authenticate with bot token, send JSON message to relevant channel or DM.

3.3. Twilio SMS
• Feature/Setting: Programmable Messaging API
• Configure: Call ‘/Messages’ endpoint for staff SMS notification with handoff details.

3.4. SendGrid
• Feature/Setting: Mail Send API
• Configure: POST to v3/mail/send with templated notification email.

3.5. Google Chat
• Feature/Setting: Webhook
• Configure: Deliver structured notification via webhooks to team room.

3.6. Microsoft Outlook
• Feature/Setting: Office 365 Send Email
• Configure: Set recipients dynamically by team role for automated handoff alerts.

3.7. Salesforce Health Cloud
• Feature/Setting: Flow Builder or Process Builder
• Configure: Trigger flow on record update to email/text/case feed.

3.8. Epic EHR
• Feature/Setting: Interconnect API (Notifications or Inbox Message)
• Configure: Auto-send message to care team’s EHR inbox on handoff.

3.9. Athenahealth
• Feature/Setting: API – Clinical Event Notification
• Configure: REST endpoint fires notification to registered users.

3.10. PagerDuty
• Feature/Setting: Events API v2
• Configure: Send event trigger to notify escalation policy group.

3.11. Asana
• Feature/Setting: Tasks API
• Configure: Create and assign a handoff task to next team in queue.

3.12. Monday.com
• Feature/Setting: Notifications API
• Configure: Automated board update with @mention to responsible team.

3.13. Trello
• Feature/Setting: Card Automation/Butler API
• Configure: Create new card and notify team members at handoff.

3.14. ServiceNow
• Feature/Setting: Incident or Task Notification Rules
• Configure: Auto-generate task or alert routed to targeted groups.

3.15. Freshdesk
• Feature/Setting: Automations (“Observer”)
• Configure: Automated ticket creation/assignment based on handoff triggers.

3.16. Zendesk
• Feature/Setting: Trigger-based notification
• Configure: Send notification to targeted agent or group on handoff field update.

3.17. Google Workspace (Gmail)
• Feature/Setting: Apps Script Email API
• Configure: Script triggers auto-email to group alias based on form submissions.

3.18. DocuSign
• Feature/Setting: Connect Webhook
• Configure: Notify teams when required handoff documentation is signed.

3.19. Okta
• Feature/Setting: Event Hooks
• Configure: Trigger POST request to workflow on role or team assignment change.

3.20. Zoom
• Feature/Setting: Chat Message API
• Configure: Automate chat notifications to channels/groups on workflow trigger.

Benefits

4.1. Real-time awareness of patient status, reducing lag and errors.
4.2. Consistent, documented communication trails for compliance.
4.3. Time savings for staff; removes manual alerting workload.
4.4. Scalable coordination as census and team complexity grows.
4.5. Immediate escalations or interventions on urgent handoffs.