Weekly summary reports on client caseloads and outcomes

Purpose

1.1. Automate the generation, compilation, and distribution of weekly summary reports on therapist client caseloads and therapeutic outcomes.
1.2. Automator consolidates data across practice management software, EHRs, and documentation platforms for EMDR therapists.
1.3. Automated delivery ensures team-wide visibility, reduces manual data entry, and supports compliance with regulatory requirements.
1.4. Enables automating communication and collaboration, tracking therapy effectiveness, and optimizing resource allocation.
1.5. Documentation is automated and centralized, allowing automated feedback loops for supervisory purposes.

Trigger Conditions

2.1. Scheduled exit every seven days (Sunday 11:59 pm, for example).
2.2. Manual trigger when therapist requests instant report.
2.3. Data change in EHR flagged as "completed session – update summary".
2.4. Automated trigger via calendar event ("weekly case review").

Platform Variants

3.1 Salesforce Health Cloud
• Feature/Setting: Reports API — automate extraction of patient outcomes, caseload counts.
• Sample: Configure Reports REST API with date filter (last 7 days).

3.2 Google Workspace (Sheets, Docs, Gmail)
• Feature/Setting: Apps Script Triggers — automated weekly scripts to pull data and assemble docs.
• Sample: Time-driven trigger, "on edit" for Sheets, and Gmail API automated sending.

3.3 Microsoft Power Automate & Excel Online
• Feature/Setting: Recurrence flow + Excel Connector — automate pulling, compiling, and emailing reports.
• Sample: Recurring flow, "List Rows Present in Table", "Send an email (V2)".

3.4 Dropbox
• Feature/Setting: Automated file upload API — deposit new summary reports in shared folder.
• Sample: /files/upload endpoint scheduled weekly.

3.5 Slack
• Feature/Setting: Slack Bots — automate summary posting to team channel.
• Sample: "chat.scheduleMessage" API for weekly summary.

3.6 Smartsheet
• Feature/Setting: Reports API / Automated Workflows — aggregate case data, automate sharing sheets.
• Sample: Workflow rule on weekly recurrence with Reports endpoint.

3.7 Airtable
• Feature/Setting: Automations — pipeline triggers on schedule to compile and send outcome summaries.
• Sample: "At a scheduled time" trigger, "Send email" action.

3.8 Zoho Analytics
• Feature/Setting: Scheduler + Email Reports — automate data gathering and PDF report creation.
• Sample: Weekly schedule, "Export as PDF", "Send Email".

3.9 Asana
• Feature/Setting: Reporting Automation API — automate tasks for report assembly and delivery.
• Sample: "Create Task" endpoint with attachments of outcome summaries.

3.10 Trello
• Feature/Setting: Butler Automation — automate card creation with caseload/outcomes summary.
• Sample: Butler schedule to create card with compiled data attachment.

3.11 Monday.com
• Feature/Setting: Automations — schedule to generate updates and summary pulse to teams.
• Sample: Every Monday, "Create Update" automation with latest report attached.

3.12 Jotform
• Feature/Setting: Form submission triggers — automate EHR data integration and summary PDF creation.
• Sample: Submission > PDF Editor > Email automation.

3.13 Google Data Studio
• Feature/Setting: Automated Email Scheduling — automate sending of dashboards and reports.
• Sample: Email delivery schedule, weekly interval.

3.14 Notion
• Feature/Setting: Integration + Scheduled Automations — automate page export and team notification.
• Sample: Notion API scheduled export, push via email/in-app.

3.15 ClinicSource
• Feature/Setting: Reports Module — automate summary report generation for EMDR therapists.
• Sample: Automated report queue, output PDF weekly.

3.16 Quickbase
• Feature/Setting: Scheduled Pipelines — automated data collection and report distribution.
• Sample: "Pipeline schedule trigger" with "Send email" action.

3.17 Freshdesk
• Feature/Setting: Automations to categorize and attach client communication summaries to weekly reports.
• Sample: "Ticket update" trigger > Compile > Send summary report weekly.

3.18 Box
• Feature/Setting: Automated Upload/Collaboration — enable automated summary doc upload and notify users.
• Sample: API schedule, /files/upload, webhook notifications.

3.19 Tableau
• Feature/Setting: Scheduled Extracts/Reports — automate distribution of visual outcome dashboards.
• Sample: "Subscriptions" with weekly delivery.

3.20 Mailchimp
• Feature/Setting: Campaign Automations — send weekly report emails to therapy team.
• Sample: Recurring campaign with attached summary report.

Benefits

4.1. Automates repetitive data collection, report generation, and distribution to save time.
4.2. Enhances accuracy by automating data measurement and reducing manual intervention.
4.3. Enables faster decision-making for clinical teams by automatedly surfacing trends and caseload stats.
4.4. Reduces compliance and documentation risk via automatable and consistent output.
4.5. Automating sharing ensures all stakeholders access updated information simultaneously.
4.6. Supports scalable growth by reducing human bottlenecks in reporting workflow.