Automated updates to care plans when new resources are provided

Purpose

1. Automate the process of updating care plans in family service center systems whenever new community resources, support referrals, or assistance offerings are added, ensuring families receive real-time, accurate, and personalized care documentation.

2. Automates integration of new resource data into case management records and informs relevant parties without manual data re-entry.

3. Drives compliance by automating audit trails and ensures all interactions, updates, and communications are tracked, standardized, and instantly actionable.

Trigger Conditions

1. Automatedly monitor for new resource entries in resource databases, CRM tools, and external partner feeds.

2. Automate triggers based on new API POST calls, database row insertions, form completions, or external webhook events providing new resources.

3. Update to the care plan is automatedly triggered when resource approval is flagged, or when resources match family need profiles.

Platform Variants

1. Salesforce

• Feature/Setting: Automate via Process Builder or Flow — Example: Trigger "Update Care Plan" Flow when a new Resource__c record is created.
  

2. Microsoft Dynamics 365

• Feature/Setting: Use Power Automate to monitor resource entity updates and automate care plan entity modifications.
  

3. HubSpot

• Feature/Setting: Automate with Workflows to update custom contact properties when new resource objects are added.
  

4. Zoho CRM

• Feature/Setting: Automation using Workflow Rules for Resource module to invoke care plan updates.
  

5. Google Sheets

• Feature/Setting: Automate with Apps Script to trigger on new row in "Resources" and update "Care Plans" sheet.
  

6. Airtable

• Feature/Setting: Automator automates Table view updates using Airtable Automations from resource addition events.
  

7. ServiceNow

• Feature/Setting: Flow Designer automates the update of Care Plan records based on new Resource Catalog entries.
  

8. Monday.com

• Feature/Setting: Automate with “When item created in Resources, change related Care Plan” automations.
  

9. SAP SuccessFactors

• Feature/Setting: Intelligent Services automator triggers on Resource provisioning event to update Employee Care Plan.
  

10. Oracle NetSuite

• Feature/Setting: SuiteFlow automates workflow to update Care Plan custom records on new resource insertion.
  

11. Smartsheet

• Feature/Setting: Automate with “Change cell value” automation when a resource row is added, updating linked care plans.
  

12. Asana

• Feature/Setting: Automate via Rules for project updates when new tasks/resources matching criteria are created.
  

13. Trello

• Feature/Setting: Butler automation when new card in “Resources” list, update corresponding “Care Plan” card.
  

14. Google Forms + Apps Script

• Feature/Setting: Automator triggers Apps Script function to update Sheets with care plan references when form submits new resource.
  

15. AWS Lambda

• Feature/Setting: Automatedly trigger function to update care plans in DynamoDB on new SNS topic “ResourceAdded” event.
  

16. Intercom

• Feature/Setting: Automate with Custom Bots to collect resource data and push care plan updates via webhook.
  

17. Slack

• Feature/Setting: Automate care plan update messages using Workflow Builder on new resource channel post.
  

18. Freshdesk

• Feature/Setting: Automate with Observer rules to update Care Plan fields when new Resource ticket is created.
  

19. Jira

• Feature/Setting: Automation Rule “When issue created in Resources, then update linked Care Plans issue field”.
  

20. Zapier

• Feature/Setting: Multi-step Zaps automating new resource triggers to care plan app updates via Webhooks, Google Sheets, and CRM actions.
  

Benefits

1. Reduces manual data entry by automating resource-to-care-plan updates, freeing staff for direct service.

2. Enhances data accuracy as automated processes minimize human error and improve compliance auditability.

3. Optimizes response time for families who receive care plan updates automatedly and in real time.

4. Enables scalable, standardized care across centers through automator flows and seamless communication between disparate tech systems.

5. Boosts staff collaboration by automatedly notifying team members of new resources and updated care plans instantly.