Automatic patient data validation

**1. Purpose**

1. Automate patient data validation in dental radiology to ensure accurate, complete, and standardized information before imaging and onboarding.

2. Reduce manual errors by verifying data such as demographics, insurance, and medical history in real-time using connected systems/APIs.

3. Secure regulatory compliance by automating verification against industry standards (e.g., HIPAA, GDPR).

4. Automate duplicate checking, email/phone validation, address verification, and identify missing or inconsistent fields for fast patient onboarding.

5. Optimize operational efficiency and automate downstream integrations with EHR, PACS, billing, and scheduling systems.

**2. Trigger Conditions**

1. New patient registration in portal or app (web/mobile form submission).

2. Patient data update event via staff action or API.

3. Automated import from referrals or third-party sources.

4. Scheduled batch automations (periodic audits/validations).

5. Inbound email/attachment with patient details (OCR automation).

**3. Platform Variants**

1. Salesforce Health Cloud

• Feature/Setting: Use "Flow Builder" automator with "Record-Triggered Flow" for instant patient data validation via custom Apex or prebuilt validation rules.
  

2. Microsoft Power Automate

• Feature/Setting: Create an automated "Cloud Flow" with trigger "When a record is created in Dataverse" and actions for field validation with prebuilt connectors.
  

3. Zapier

• Feature/Setting: Automate with "New Form Submission in Typeform" trigger, then "Formatter" and "Filter" automations to validate, enrich, or deduplicate patient details.
  

4. Integromat (Make)

• Feature/Setting: Automate multi-step validation scenarios using "Webhook Trigger" + "Text Parser" + "API" modules for EHR systems.
  

5. AWS Lambda

• Feature/Setting: Use "API Gateway Trigger" + Lambda function automator for validating data using automated Python script and real-time error notification via SNS.
  

6. Google Cloud Functions

• Feature/Setting: Automate validation of Google Sheets or Firestore updates using "Cloud Function Trigger" and custom automator scripts.
  

7. Mirth Connect

• Feature/Setting: Configure "Channel" for HL7 message intake; automate validation logic with "JavaScript Filter" in message transformer.
  

8. Redox

• Feature/Setting: Utilize "Data Model Validation" in patient endpoint with automated mapping and error feedback mechanism.
  

9. InterSystems HealthShare

• Feature/Setting: Configure "Interface Engine" automated rules for incoming FHIR/HL7 data with custom automated data validation.
  

10. Twilio

• Feature/Setting: Use "Twilio Studio" automated flow to validate phone numbers with the "Lookup API" at the patient data entry stage.
  

11. SendGrid

• Feature/Setting: Automate email validation using "Email Validation API" upon patient onboarding form capture.
  

12. Melissa Data

• Feature/Setting: Automate address, phone, and email validation using "Global Address API" during new patient intake automation.
  

13. Lob

• Feature/Setting: Use "Address Verification API" to automate address standardization and deliverability check as part of the onboarding automator flow.
  

14. Clearbit

• Feature/Setting: Automate enrichment of patient data with "Enrichment API" for verifying email and basic identity details.
  

15. Experian Health

• Feature/Setting: Integrate "Patient Identity Verification" API for automated cross-check against payer data.
  

16. OCR.space

• Feature/Setting: Automate patient document capture and field extraction with "OCR API" for further automated validation downstream.
  

17. DocuSign

• Feature/Setting: Automate e-signature data validation with "Connect" webhook, automating checks on completeness and field matching.
  

18. Plaid

• Feature/Setting: Automate insurance validation using "Identity API" to authenticate bank and personal details.
  

19. Azure Logic Apps

• Feature/Setting: Automate validation pipeline using "Form Recognizer" for document intake and "Conditional" actions for rule checking.
  

20. IBM App Connect

• Feature/Setting: Use automated "Event-driven flows" to validate incoming patient data against EHR databases or master data sources.
  

**4. Benefits**

1. Accelerates onboarding by automating data checks, reducing staff burden.

2. Automates regulatory compliance (HIPAA, GDPR) by ensuring consistently validated data.

3. Reduces operational cost through automated, continuous data hygiene enforcement.

4. Improves patient safety by automating the detection of errors or missing data.

5. Automates downstream system integrations with validated, standardized patient data, preventing workflow bottlenecks.