Treatment Coordination and Workflow AutomationPurpose
1.2. Improve care coordination, compliance, and engagement by promptly distributing plan revisions to therapists, case managers, patients, and designated family or support personnel.
1.3. Reduce missed interventions, medication errors, and miscommunication by providing every plan change with verified digital delivery and receipt tracking.
1.4. Facilitate transparent documentation for audits, outcome analysis, and insurance requirements by logging all notifications and responses.
Trigger Conditions
2.2. Existing plan is edited, including adjustments to therapy schedule, medications, or program milestones.
2.3. Review/renewal date for plan approaches or is reached.
2.4. Discharge, transfer of care, or patient status change in system.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Messaging API — Configure webhook to send text notification to care team and patient upon plan update.
• Sample: Use Twilio Messaging API endpoint with EHR event as trigger.
3.2. SendGrid
• Feature/Setting: Automated transactional email — Connect via API to send secure message to recipients upon plan event.
• Sample: Use SendGrid v3 Mail Send endpoint with dynamic template.
3.3. Slack
• Feature/Setting: Incoming Webhooks — Route message about plan changes to care team Slack channel.
• Sample: Configure webhook URL for “treatment-plan-updates” channel.
3.4. Microsoft Teams
• Feature/Setting: Teams Connector API — Post adaptive card with revision details to clinical group.
• Sample: Use Microsoft Graph API with POST /teams/{id}/channels/{id}/messages.
3.5. WhatsApp Business API
• Feature/Setting: Template message on plan change event.
• Sample: Send message via /v1/messages endpoint including patient and plan details.
3.6. Zoom
• Feature/Setting: Meeting and chat notification API — Alert care team before telehealth session if plan has updated.
• Sample: POST notification via Zoom Chat API.
3.7. PagerDuty
• Feature/Setting: Event trigger — Push plan update as high-urgency clinical incident.
• Sample: Create event via Events API v2.
3.8. Salesforce Health Cloud
• Feature/Setting: Platform Events — Configure process to notify assigned contacts when plan object changes.
• Sample: Use Platform Event triggers with Process Builder or Flow.
3.9. Google Workspace (Gmail)
• Feature/Setting: Gmail API send — Direct notification to specified addresses when database updated.
• Sample: POST to Gmail API /messages/send with treatment plan PDF.
3.10. DocuSign
• Feature/Setting: Envelope creation — Route signed plan copies with update message to care contacts.
• Sample: Create envelope via DocuSign eSignature REST.
3.11. Asana
• Feature/Setting: Task Automation — Generate “Review plan” task for every staff member when updated.
• Sample: Use Asana Tasks API.
3.12. Trello
• Feature/Setting: Card automation — Add or update card labeled “Treatment Updates.”
• Sample: POST to /cards with Trello API.
3.13. HubSpot
• Feature/Setting: Workflow Automation — Enroll contacts in notification workflow upon plan change.
• Sample: Use Workflows and Webhooks.
3.14. ServiceNow
• Feature/Setting: Notification Rule — Auto-generate incident or info task for care updates.
• Sample: Configure notification schedule and API trigger.
3.15. Zendesk
• Feature/Setting: Ticket Automation — Create notification ticket on each plan event for support tracking.
• Sample: POST to /api/v2/tickets.
3.16. Monday.com
• Feature/Setting: Board automation — Update item or send pulse for every new or changed plan.
• Sample: Use Monday.com API mutation.
3.17. Intercom
• Feature/Setting: Message Automation — Broadcast in-app or email messages to assigned contacts.
• Sample: Intercom Conversations API.
3.18. Mailgun
• Feature/Setting: Transactional Email Sending — Send compliance-secure email blasts to staff/family.
• Sample: Use /messages endpoint.
3.19. RingCentral
• Feature/Setting: Team Messaging — Direct push notification to RingCentral app or SMS.
• Sample: Use RingCentral Messaging API.
3.20. ActiveCampaign
• Feature/Setting: Automated Email — Launch email campaign on plan event.
• Sample: Via ActiveCampaign Automations API.
3.21. Airtable
• Feature/Setting: Base update trigger — Auto-log update + send email/SMS from records.
• Sample: Airtable Automations with webhook integration.
3.22. Zoho CRM
• Feature/Setting: Workflow Rule — Alarm or task creation with plan updates to contacts.
• Sample: Zoho CRM Webhook + Functions.
Benefits
4.2. Increases patient safety and continuity of care by ensuring everyone receives latest plan.
4.3. Reduces administrative burden with audit trails and automated follow-up actions.
4.4. Customizable, scalable delivery to suit every recipient’s preferred channel and compliance need.