New patient introductory information delivery

Purpose

1.1. Automate delivery of introductory patient information for new gastroenterology patients, ensuring they receive essential onboarding, clinic policies, procedure preps, and contact info prior to visit.
1.2. Automate personalized communication, digital document distribution, consent form collection, FAQ links, portal instructions, and intake process guidance.
1.3. Automator ensures all regulatory materials and notifications are automatedly sent to boost compliance, decrease manual workload, and enhance patient preparedness.

Trigger Conditions

2.1. New patient record created in EHR/EMR or practice management system.
2.2. Automated appointment scheduling completion in online system.
2.3. Referral information received via fax/email integration.
2.4. Patient completes web registration form — automates entry point detection.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use Programmable Messaging > Send SMS API; configure to automate custom patient welcome texts with unique links.
3.2. SendGrid
• Feature/Setting: Automated email campaign trigger API; send templated new patient intro emails with attachments and action links.
3.3. DocuSign
• Feature/Setting: Envelope API; automate sending consent forms, instructional PDFs for e-signature, and tracking document completion.
3.4. Google Workspace (Gmail)
• Feature/Setting: Gmail API’s automated draft/send function; automate intro email delivery using personalized templates.
3.5. Microsoft Outlook 365
• Feature/Setting: Office 365 Mail Send API; automate new patient email workflows upon user creation in Outlook contacts.
3.6. Zapier
• Feature/Setting: Task automator workflows; use “New Contact in CRM” to “Send Introduction Email” automations.
3.7. Salesforce Health Cloud
• Feature/Setting: Process Builder/Flow automations; trigger emails and portal invites for new patient records.
3.8. HubSpot
• Feature/Setting: Workflow automation; trigger sequences to automate introductory message, forms, and documents.
3.9. Infusionsoft/Keap
• Feature/Setting: Campaign automation; set new contact triggers to send emails/texts with onboarding info.
3.10. Mailchimp
• Feature/Setting: Automate onboarding drips via “Signup-based automation” for segmented new patient lists.
3.11. Slack
• Feature/Setting: Incoming Webhooks; automate notifications to admin/staff when new patient onboarding sequence is triggered.
3.12. ActiveCampaign
• Feature/Setting: Email/SMS automator; automates sending new patient series including forms and questionnaires.
3.13. Google Drive
• Feature/Setting: Drive API automated folder/file sharing; automate delivery of PDFs or intake docs to new patients.
3.14. Adobe Sign
• Feature/Setting: REST API; automate e-signature packets containing new patient agreements and authorization forms.
3.15. MedTunnel
• Feature/Setting: Secure message API; automate secure transmission of diagnostic prep, consent forms to patients for HIPAA compliance.
3.16. Athenahealth
• Feature/Setting: Marketplace API; trigger patient communication automation on chart creation.
3.17. Epic (MyChart)
• Feature/Setting: MyChart communication API; automate sending welcome messages and intake links in patient portal.
3.18. IntakeQ
• Feature/Setting: API intake form automator; send intake packets and custom onboarding directly post-referral.
3.19. Calendly
• Feature/Setting: Webhook automation; trigger onboarding email/Text after patient schedules initial appointment.
3.20. Typeform
• Feature/Setting: API - automates form sending and routing for digital intake and welcome flows.
3.21. DrChrono
• Feature/Setting: Patient onboarding API; automates intro communications when new patient added to system.
3.22. Jotform
• Feature/Setting: API - automate sending patient forms and onboarding instructions following data capture.
3.23. Freshdesk
• Feature/Setting: Automate ticket creation for patient onboarding support requests integrated with communication flows.

Benefits

4.1. Automates repetitive outreach, reducing staff workload and risk of oversight.
4.2. Automated onboarding increases new patient engagement and preparedness.
4.3. Improves information accuracy via automator-driven standardized content.
4.4. Accelerates compliance with HIPAA through secure, automated documentation.
4.5. Streamlines practice operations by automating communication flows, forms, and FAQ delivery.
4.6. Enables scalable, automatable onboarding for growing practices; measurable by automation metrics.