Automated patient intake form processing

**Purpose**

1.1. Automate the entire process of collecting patient intake information for hematology practices, enabling data extraction, validation, consistency checking, patient onboarding, eligibility verification, insurance capture, and EHR entry with minimal manual interaction.
1.2. Automate administrative workloads, enhance compliance with privacy rules, and accelerate patient triage/appointment scheduling.
1.3. Enable real-time intake data workflow automation across appointment requests, consent management, and pre-visit instructions, improving care-team efficiency and patient satisfaction.

**Trigger Conditions**

2.1. New patient submits intake form online, via mobile device, or at in-clinic kiosk.
2.2. Receipt of patient forms via email, PDF upload, third-party platforms, or EHR-connected web portals.
2.3. Automated follow-up triggers on incomplete data, appointment scheduling, or insurance pre-authorization workflow.

**Platform Variants**

3.1. DocuSign eSignature
• Feature: PowerForms API — trigger automating on new signature completion; sample: configure POST webhook for onComplete event.

3.2. Typeform
• Feature: Responses API — automate data extraction from new submissions; sample: auto-push response JSON on completion.

3.3. Jotform
• Feature: Webhook Integration — automate data delivery to intake system upon each submission; sample: POST webhook setup.

3.4. Google Forms
• Feature: Apps Script Trigger — automate Google Sheets update and downstream API call on form submit; sample: deploy "onFormSubmit" script.

3.5. Microsoft Power Automate
• Function: Form Connectors — automate intake workflow initiation from MS Forms; sample: flow for instant response capture.

3.6. Formstack
• Feature: Submissions Webhook — automate intake to EHR or CRM; sample: POST webhook on form entry.

3.7. Salesforce Health Cloud
• API: PatientIntake Event API — automate intake record creation and data mapping; sample: configure newIntake trigger.

3.8. Epic Systems
• API: Open.epic FHIR — automate intake with Patient resource API; sample: automate POST to /Patient endpoint.

3.9. Cerner Millennium
• API: FHIR Intake — automate patient demographics and insurance capture; sample: automated POST to Intake endpoint.

3.10. Twilio SMS
• Feature: Messaging Webhook — automate SMS prompts for missing/incorrect intake data; sample: auto-trigger message chain.

3.11. SendGrid
• API: Inbound Parse — automate intake attachment processing from inbound patient emails; sample: configure parsing to API endpoint.

3.12. Dropbox Business
• Feature: File Request & Notification — automate monitoring/upload of scanned forms; sample: webhook for new file alert.

3.13. Box
• API: Event Trigger — automate handling of uploaded/faxed patient forms; sample: auto-pull PDFs and parse.

3.14. AWS Lambda
• Function: Automated Extraction — process new intake form PDF uploads; sample: S3 trigger to Lambda for data parsing.

3.15. Google Cloud Functions
• Feature: Automated Intake Parsing — trigger on new Cloud Storage forms; sample: process intake fields, auto-forward.

3.16. Zapier
• App: Form Submission Trigger — automate multi-app workflow on file, form, or email intake event; sample: Intake → CRM → EHR push.

3.17. Integromat (Make)
• Module: HTTP/Email/Formbots — automate transformation and validation of incoming intake data; sample: intake validation chain.

3.18. Intercom
• API: Lead Capture — automate initial data intake via messenger; sample: auto-enrich with follow-up question flows.

3.19. HubSpot
• API: Form Submission — automate creation of patient record in CRM pipeline; sample: POST to /forms/v3/submissions.

3.20. Smartsheet
• API: Intake Sheet Update — automate real-time population & row validation for patient forms; sample: webhook for new row add.

3.21. Google Workspace Gmail
• API: Automated Intake Labeling — scan inbox for intake attachments, auto-save & parse; sample: label-triggered script.

3.22. PandaDoc
• API: Document Completed Webhook — automate pulling signed intake data; sample: auto-process on document.complete event.

3.23. Monday.com
• Integration: Automated Patient Board Update — push intake info to custom boards; sample: webhook to create new item.

3.24. Airtable
• API: Automated Form Intake — append verified patient data; sample: PATCH Record automation on valid intakes.

**Benefits**

4.1. Automates patient intake, reducing manual data entry and error potential.
4.2. Automates compliance with data security and privacy mandates.
4.3. Enhances patient experience through automated, real-time onboarding.
4.4. Enables automators to integrate and automate multi-source intakes into a unified workflow.
4.5. Frees up staff to focus on clinical, not administrative, tasks—fully automating non-core workload.