Treatment Coordination and Workflow AutomationPurpose
1.2. Automate reminders via email, SMS, team chat, and mobile, integrating with EHR and calendar systems.
1.3. Support audit trails by recording notification timestamps and user responses.
1.4. Allow escalation for unaddressed tasks and generate summary reports on documentation completion.
Trigger Conditions
2.2. Progress note not completed within defined timeframe post-session (e.g., 2 hours).
2.3. End-of-day incomplete documentation check.
2.4. Manual trigger by supervisor for compliance reviews.
Platform Variants
3.1. Twilio
• Feature/Setting: Programmable Messaging API; Configure SMS reminders with dynamic session details (e.g., “Session with Patient X; note due.”).
3.2. SendGrid
• Feature/Setting: Email API; Set up automated email reminder templates triggered by session events from EHR or calendar.
3.3. Slack
• Feature/Setting: Incoming Webhooks; Post reminders to clinician-specific or group channels with direct notification tagging.
3.4. Microsoft Teams
• Feature/Setting: Teams Bot/Graph API; Send actionable reminders as chat messages, with links to documentation systems.
3.5. Google Calendar
• Feature/Setting: Calendar API; Auto-create calendar events or reminders tied to session times and deadlines.
3.6. Outlook Calendar
• Feature/Setting: Microsoft Graph API; Insert follow-up tasks and email reminders based on scheduled appointments.
3.7. Salesforce Health Cloud
• Feature/Setting: Workflow Rules; Trigger tasks or notification flows for required session documentation entries.
3.8. Cerner EHR
• Feature/Setting: FHIR API & Cerner MPages; Setup automated communications when required note fields remain empty post-session.
3.9. Epic EHR
• Feature/Setting: Epic App Orchard/FHIR webhooks; Dispatch personalized reminders based on practitioner task status.
3.10. Zendesk
• Feature/Setting: Ticket API/Triggers; Create follow-up tickets for overdue documentation, auto-assign to responsible staff.
3.11. Asana
• Feature/Setting: Tasks API; Auto-create and assign documentation reminders as actionable tasks with deadlines.
3.12. Trello
• Feature/Setting: Trello API; Add cards to “Documentation Due” list with session metadata and due dates.
3.13. Monday.com
• Feature/Setting: Automations; Auto-generate items and notification pulses for pending notes per clinician.
3.14. Google Chat
• Feature/Setting: Chat API/Webhooks; Push reminders to individuals or teams by user email or group.
3.15. PagerDuty
• Feature/Setting: Incident Trigger API; Escalate overdue documentation as incidents/time-based alerts for leadership review.
3.16. ServiceNow
• Feature/Setting: Flow Designer/Notifications; Launch tasks and reminders as service requests to care providers.
3.17. Zapier
• Feature/Setting: Scheduler + Email/SMS integrations; Automate multi-platform reminders for overdue notes based on EHR data.
3.18. Smartsheet
• Feature/Setting: Automated Workflows; Generate tasks and notifications linked to session data imports.
3.19. ClickUp
• Feature/Setting: Automations; Create tasks/reminders with session references and set escalation automations.
3.20. Mailgun
• Feature/Setting: Email API; Send high-volume, template-based notifications to clinicians with compliance reminders.
Benefits
4.2. Improves staff accountability through multi-channel, trackable prompts.
4.3. Streamlines compliance for audit readiness and accreditation.
4.4. Enhances inter-team communication for error reduction and workflow clarity.
4.5. Frees up clinical time from manual admin follow-ups.