Medical Records & DocumentationPurpose
1.2. Automate result delivery to ensure timely, accurate, and secure patient communications aligned with compliance (HIPAA, GDPR).
1.3. Automates status tracking and follow-up initiation directly in electronic medical records (EMR).
1.4. Facilitates process automation by linking diagnostics with patient notifications, reducing administrative work.
Trigger Conditions
2.2. Automation triggered when test status changes from “pending” to “finalized.”
2.3. Automatic scheduling logic based on patient consent and preferred communication channel on file.
2.4. Optionally, triggered when physician publishes or signs off on a report, or after automated validation flags “normal” results.
Platform Variants
• Feature/Setting: Automate sending outbound SMS using "Messages API"; configure automated message templates with dynamic fields for recipient name and test summary.
3.2. SendGrid
• Feature/Setting: Automate email notifications via "Transactional Template API"; use dynamic personalization and scheduled automator for batch sends.
3.3. AWS SNS
• Feature/Setting: Automate multi-channel (“Publish”) notifications; set Topic and Subscription for patients, automating triggers via Lambda functions.
3.4. Slack
• Feature/Setting: Use “chat.postMessage” API for automated test status alerts to patient-facing channels or private DM groups.
3.5. Microsoft Teams
• Feature/Setting: Automate message posting via "Create chatMessage" Graph API to send securely formatted test results.
3.6. Gmail API
• Feature/Setting: Automate draft and send using “users.messages.send”; allows fully templated, automated messages to patient emails.
3.7. Outlook (Microsoft Graph)
• Feature/Setting: Automates email notifications by creating and sending emails via “SendMail” endpoint in Graph API.
3.8. DocuSign
• Feature/Setting: Automate test result release forms using "Envelopes: createEnvelope" API and store e-signatures for legal compliance.
3.9. Salesforce Health Cloud
• Feature/Setting: Automate “Process Builder” or “Flow Builder” to trigger notifications linked to patient EMR records.
3.10. Google Sheets
• Feature/Setting: Use “append” feature in Sheets API to log all automated notifications and results for audit.
3.11. Zoho CRM
• Feature/Setting: Automates workflow rules to send emails or SMS by integrating test result fields into notification templates.
3.12. Dropbox
• Feature/Setting: Automates storing of notification logs and receipt acknowledgments via “/files/upload” endpoint.
3.13. Mailgun
• Feature/Setting: Automates email delivery using "messages/send" with dynamic tags for tracking delivery/opens.
3.14. RingCentral
• Feature/Setting: Automate sending SMS or voice calls via “POST /restapi/v1.0/account/~/extension/~/sms”.
3.15. Zoom
• Feature/Setting: Automate meeting creation (if follow-up required) via “/users/me/meetings” API, embedding result details in invitation.
3.16. Intercom
• Feature/Setting: Trigger automated in-app notifications to logged-in patient portal users via “messages” endpoint.
3.17. WhatsApp Business API
• Feature/Setting: Automates result delivery with templated messages via “/messages” endpoint, using two-way encrypted channels.
3.18. HubSpot
• Feature/Setting: Automates workflow (“Sequences”) for staged follow-up tasks and notifications based on test results fields.
3.19. SAP SuccessFactors
• Feature/Setting: Automate internal staff alerts via “Event Notification Subscription” when patient tests are reviewed/completed.
3.20. Monday.com
• Feature/Setting: Automates populating board items and status updates (“Items: create_item”) for every notified patient case.
Benefits
4.2. Automation eliminates repetitive, manual follow-ups by staff, boosting operational efficiency.
4.3. Automatable logs ensure full traceability and future audit readiness for all automated communications.
4.4. Automator improves consistency and regulatory compliance by enforcing predefined, automated content and processes.
4.5. Risk of errors and omissions reduced through centralized, automated notification system.