Purpose
1.2. Streamline patient intake, case assignment, case prerequisites, inter-physician communication, group consultation slots, and follow-up scheduling in one automated workflow.
1.3. Facilitate the automated transfer of pre-consultation files, patient records, and reports to involved specialists, automatically notify patients, and trigger automated post-visit documentation sharing.
1.4. Ensure automated compliance with medical privacy requirements and automate escalation for urgent time-sensitive consultations.
1.5. Automate reminders, confirmations, and cancellation/rebooking workflows for all participants.
Trigger Conditions
2.2. Patient completes initial online intake form requiring multi-specialist input.
2.3. Specialist requests consultation with another clinic department.
2.4. Patient self-books via online scheduling portal for "multi-specialist review" slot.
2.5. Automated detection of case that matches certain clinical or administrative criteria (e.g., complex workup, legal/insurance compliance).
Platform Variants
• Feature/Setting: Automate event creation, automated calendar invite distribution, availability lookup (`Events: insert`, `Freebusy: query`).
3.2. Microsoft Outlook Graph API
• Feature/Setting: Automate multi-user scheduling, batch event creation, and automated reminders (`/calendars/{id}/events`).
3.3. Twilio SMS
• Feature/Setting: Automate SMS appointment reminders and confirmations using programmable messaging API (`/Messages`).
3.4. Slack
• Feature/Setting: Automate channel alerts for staff scheduling updates and cross-team discussion (`chat.postMessage`).
3.5. Zoom API
• Feature/Setting: Automate video meeting creation and inclusion in appointment workflow (`/meetings`).
3.6. Doxy.me API
• Feature/Setting: Automate instant telemedicine link generation for consultations.
3.7. Epic EMR API
• Feature/Setting: Automate read/write to patient schedules, case assignment, and encounter updates (`/Appointments`).
3.8. Cerner Millennium API
• Feature/Setting: Automate provider schedule integration and consultation slot reservation.
3.9. Calendly
• Feature/Setting: Automate round-robin or pooled specialist bookings using scheduling links and webhooks.
3.10. Zapier Webhooks
• Feature/Setting: Automate cross-platform data movement between scheduling, communication, and EMR apps.
3.11. SendGrid
• Feature/Setting: Automate email reminders, confirmations, and summary reports via transactional email API (`/mail/send`).
3.12. Salesforce Health Cloud
• Feature/Setting: Automate case and consultation record creation, follow-up task automation (`/services/data/vXX.X/sobjects/`).
3.13. Asana
• Feature/Setting: Automate task and calendar entry for each participant in a consultation workflow (`/tasks`).
3.14. Notion API
• Feature/Setting: Automate creation of patient case pages and follow-up tracking for each scheduled event.
3.15. HubSpot
• Feature/Setting: Automate contact property update to reflect consultation scheduling and reminders (`/engagements/v1/tasks`).
3.16. DocuSign
• Feature/Setting: Automate sending and tracking of consent forms tied to specific consultation appointments (`/envelopes`).
3.17. Acuity Scheduling
• Feature/Setting: Automate specialist availability discovery and patient-facing booking with custom intake forms.
3.18. Monday.com
• Feature/Setting: Automate workflow board updates on consultation status and automated notifications.
3.19. Aircall
• Feature/Setting: Automate call notifications and documentation for scheduled or changed consult slots (`/calls`).
3.20. Intercom
• Feature/Setting: Automate messaging to staff and patients regarding consultation status, reminders, and rescheduling triggers.
3.21. API-Medic
• Feature/Setting: Automate triage logic to propose required specialist involvement based on initial intake.
3.22. Smartsheet
• Feature/Setting: Automate collaborative scheduling and reminders using rows as specialist slots.
Benefits
4.2. Automatedly boosts clinic capacity and patient throughput by reducing bottlenecks and no-shows.
4.3. Automator ensures compliance and documentation by automated tracking and cross-platform audit trails.
4.4. Automatable escalation ensures urgent consultations trigger priority workflows.
4.5. Automating notifications and reminders minimizes administrative errors and ensures all parties are informed and prepared.
4.6. Automation integrates EMR, communication, scheduling, and telemedicine for comprehensive workflow automation in fertility clinics.